"This morning, the market movement of the line of 'film and television media' is very unusual!" Lin Tingzong pondered for a long time, turned his head to Gu Chijiang, the general manager of the company, and said, "This line must have some major benefits, and it is good information that has a significant impact on the development of the industry." ”

"Oh, how so?" Gu Chijiang asked with some curiosity.

Lin Tingzong said with a smile: "Funds, the main capital trend of market attacks, can't deceive people, look at the line of 'film and television media', starting from 10:53 a.m., such as Guangguang Media, Huayi Brothers, LeTV, Huace Film and Television, Yanjing Culture, Ciwen Media, these extremely strong stocks, are basically buying funds unilaterally in the rush to attack, and the stock price has risen, quite decisive and profitable." ”

"Look at the intraday trend of these stocks, whether it is the stock price pressure level, or the time-sharing chart, other key volume positions."

"Basically, there is no pause and repetition, and it passes in a straight line."

"This fully shows that the funds in the field have not considered the cost of building a position and following the trend when attacking these stocks, that is to say, the main funds involved in the speculation of this line, their attitude of rushing to raise funds is very clear and decisive, which is enough to show that the 'film and television media' line, there is absolutely a huge potential good information has not yet been announced, and it also shows that at this stage, the chips of many core stocks on the line of 'film and television media' are quite cheap for the main funds that continue to grab chips."

"Mr. Gu......"

"On this line, if I guess correctly, there is still a huge potential for market explosion in the future."

"We were not able to keep up with the pace of the 'Yuhang Department' funds in the first time on the two main lines of 'infrastructure' and 'military industry', resulting in relatively passive positions in this area, so I was thinking...... For the stocks that we have not obtained relatively cheap and high-quality chips, that is, the stocks that we hold relatively weak positions in the main line of 'infrastructure' and 'military industry', it is better to take profit and sell in time, and switch positions with the core concept stocks related to the line of 'film and television media' that have just broken out. ”

Gu Chijiang heard Lin Tingzong's words, pondered for a moment, and responded: "Your idea is good, but the line of 'film and television media' has exploded into this, and we haven't grasped the opportunity in advance. ”

"But according to my judgment, the elasticity of the line of 'film and television media' is estimated to be better than the two lines of 'infrastructure' and 'military industry'." Lin Tingzong said, "Coupled with the fact that this line has just broken out, and the overall valuation level, the technical trend is ...... and so on, compared with the main line of 'big infrastructure' that has completed the first round of speculation, and the main line of 'military industry' that has gone through the market several days in advance, I am afraid it will be better in terms of the expected hype height space. ”

"Let's see what news changes at noon." Gu Chijiang thought for a while and responded, "The Shanghai Composite Index has not been able to go up to 2,300 points, and I always feel that it is a hidden danger." ”

To be honest, he believes in Lin Tingzong's market judgment.

However, at this time, the macro trend of the index is still unclear, and the news of the line of "film and television media" is not clear.

"The Shanghai Composite Index is at 2,300 points, which is pressure." Lin Tingzong responded, "But the market investment sentiment has been relatively repaired, and at the same time the top of the box support of 2200 points has also been proven, the current is only the reorganization of the market chip structure, and so the main line of the market is further clear, the adjustment of the chip structure is completed, and the index breaks through 2300 points, it is a matter of time, and on the macro news side, the regulatory layer has been constantly releasing good news to the market, and the peripheral market trend seems to be not optimistic, but it also stabilized the support of the key points last Friday." ”

】

"With the support of these total positive factors, the index will fall, and there will be basically no room."

"At the same time, from the market transaction level, the amount of funds on the disk can also be clearly seen...... Although the index has stopped and fluctuated, the overall market has shown a net inflow of investment funds, which shows that the main funds from all walks of life are still firmly optimistic about the market outlook. ”

"Of course, the line of 'film and television media', the current news side, is indeed not clear."

"But because the news is not clear, the expectations of the majority of investors in the market are inconsistent with this line, and we have a relatively appropriate time to intervene."

"If the news of this line is completely clear, then the expectations of the majority of investors in the market for this line will become relatively consistent, and it will be difficult for us to buy any relatively cheap chips, which is the same as the two main lines of 'large infrastructure' and 'military industry' at that time."

"Mr. Gu......"

Lin Tingzong paused for a while, thought for a moment, and then said: "If our company wants to develop, really gain a firm foothold in the financial circles of Yuhang, and even the domestic financial circles, and get rid of the dependence on the investment funds of 'Pengyuan Real Estate', then we must make our newly established fund products make relatively excellent performance, play our company's reputation in the asset management industry, and attract more investors to invest in the fund products we have developed in the future." ”

"In the asset management industry, especially in the private equity industry."

"Only solid performance is the foundation of life."

"And this ...... I think it is also the real reason why the company 'Yuhang Investment' can reach this point in just one year. ”

"It is true that Mr. Su of the 'Yuhang Department' is a trading genius in today's financial trading market."

"But our goal is not to compare with the 'Yuhang system', we only need to make the performance of new fund products to the forefront of the annual ranking of private equity fund performance, which is enough to attract many investors."

"And this ...... I believe that when the market is gradually improving and the market's money-making effect is gradually becoming clear, as long as we deal with it properly, it is not difficult to decisively seize one or two opportunities. ”

Lin Tingzong is still in Jingda Investment.

First, Gu Chijiang does have the grace of knowing him, and at the same time, he does trust him very much; Second, he really has ambitions and wants to bring the 'Jingda Investment' asset management business to a higher level, and use it to make a name for himself in the financial circles of Yuhang and even the domestic financial circles.

"How sure are you about the line of 'film and television media'?" Under Lin Tingzong's persuasion, Gu Chijiang was silent for a while and asked.

For several years in a row, the company's asset management business has been stagnant.

In addition, in the past six months, the company's largest investor 'Pengyuan Real Estate' has been constantly withdrawing investment, and at the same time, Pengyuan Real Estate's competition with the competitor 'Kumho Group' in the newly planned 'Qianjiang New Area' area is gradually becoming white-hot, and it seems that it has fully recovered cash flow, and is ready to completely abandon the 'Jingda Investment' business he is in charge of.

So, in the face of the upheaval that the company is about to usher in.

As Lin Tingzong said, he also wants to completely get rid of the dependence on 'Pengyuan Real Estate', so that 'Jingda Investment' is completely independent of the 'Pengyuan Real Estate' group system, and this is also the reason why the two of them combined, according to their connections, finally pulled new investment and established a new fund with a scale of only 500 million.

As for the real independence of 'Jingda Investment', and after losing the support of 'Pengyuan Real Estate', it will also gain a firm foothold in the Yuhang asset management industry and even the national financial community.

Then we can really only look at the performance trend of this new fund product that pinned the hopes of both of them at the same time.

It is because this new fund product is very important to the company's future development, so Gu Chijiang will hesitate to choose key opportunities, resulting in the establishment of this new fund product has missed the best opportunity to intervene in the market for many times.

And after several missed opportunities.

It also led to the fact that this new fund product, although there was no mistake in the overall investment direction, but the performance was mediocre, which did not exceed the expectations of investors who invested in this fund product at that time, and did not attract the attention of many other investor groups outside the market.

At the same time, because of the performance of the new fund, it has not met psychological expectations.

Therefore, at this moment, in the face of new opportunities in the market, Lin Tingzong was so excited and radical, and wanted to adjust his position in time and intervene in the field of 'film and television media'.

"Eighty percent sure!" Lin Tingzong weighed it for a long time and responded.

When Gu Chijiang heard the number 'eighty percent', he knew that Lin Tingzong was full of confidence, so he only pondered for a moment, then nodded and said, "Okay, since that's the case, then the afternoon will open...... Just follow what you just said, and adjust the position of the 'Future No. 1' fund product! ”

Lin Tingzong was very happy when he saw Gu Chijiang agree, and was about to respond with a smile.

At this time, behind him, Liu Jun, the trading team leader who was still seriously reviewing and had not left the trading room, suddenly exclaimed, and hurriedly reported to the two leaders of the company: "Mr. Gu, Mr. Lin, the good news related to the morning riot of the 'film and television media' line has completely exploded. ”

"What's the news?" Lin Tingzong was taken aback and hurriedly asked.

Liu Jun glanced at the computer screen, and suddenly popped up the blockbuster good news, and narrated: "According to the news, after unanimous discussion at the internal meeting, the Ministry of Finance, the National Development and Reform Commission, the State Administration of Press, Publication, Radio, Film and Television and other seven departments have just jointly issued the "Opinions and Notices on Several Economic Policies to Support the Development of Films", which clarifies the various opinions and regulations of the state ministries and commissions to jointly support the domestic film and film and television industries. ”

As he spoke, Liu Jun hurriedly read out several important 'opinion notices'.

"Jointly issued by seven ministries and commissions?" Listening to Liu Jun's report, Gu Chijiang instantly lay down in front of the computer, pointed out the financial news, and suddenly popped up the blockbuster good news, and carefully scanned it, before he sighed shockingly, "This is really a precedent for multiple national ministries and commissions to jointly support the film and television industry, no wonder the morning is close to noon, Huace Film and Television, Wasu Media, Phoenix Media, Bosera Communication, Shengda Media, Zhejiang Digital Culture, Yanjing Culture, Cultural Investment Holdings, Ciwen Media, LeTV, Guangguang Media, Huayi Brothers...... This large number of 'film and television media' industry-related stocks are so strong in the main capital attack. ”

"Hey......" Gu Chijiang's face was full of shock and kept sighing, but Lin Tingzong, who was also lying in front of the computer, sighed softly and said regretfully, "It would be nice if the news came out a few hours later, Mr. Gu...... Our response is still slow, after the announcement of this blockbuster good news, the market opened in the afternoon, and the line of 'film and television media', especially the main business stocks such as 'film and television production, distribution, and cinemas', I am afraid it is difficult to have a large opportunity to buy. ”

Seven ministries and commissions jointly issued opinions to support an industry.

This is basically an immeasurable benefit to the future fundamental changes of an industry.

In other words, as soon as this blockbuster good news comes out, even investors who don't know anything about investment know that the spring of the 'film and television media' industry is coming, and they also know that this is a great benefit for the stocks related to the 'film and television media' industry, in this case...... If you want cheap chips, it's basically unrealistic.

When Gu Chijiang heard Lin Tingzong's words, he also reacted at this time, he was stunned, and he was quite helpless, and said: "There is no way, I can only intervene at the opportunity, this news should be a huge positive for the entire 'film and television media' industry, and it is a long-term positive in the policy direction." ”

"According to your words......"

"This is not a short-term emotional hype market, but a magnificent continuous mainline market."

"As long as it is the main line of the market, the market trend cannot be a short period of two or three days, although you can't buy cheap enough chips, but in the first chip divergence stage, it is still possible to buy relatively cheap chips."

"Hmm!" Lin Tingzong nodded and replied, "So far, it can only be like this." ”

"Actually......" Liu Jun, the trading team leader on the side, suddenly said softly, "like this kind of blockbuster good news, the impact on the entire industry chain is not small, in the first stage of the morning, when the news is still hazy, the main funds are mainly attacked, are relatively pure concept of 'film and television' core stocks, but we can extend the layout of the industrial chain, such as star participation, star indirect shareholding of 'film and television media' field stocks, as well as the film and television industry strongly related brokerage business, new media business, In fact, the main business companies such as the network video business can be deployed and participated, and the stock prices of these marginal stocks with relatively impure concepts are still at a low level. ”

"Makes sense!" Gu Chijiang's eyes lit up.

Originally, he was still skeptical about the market of the line of 'film and television media', but now he ...... As soon as the blockbuster good news came out, and it was beyond the expectations of everyone in the market, he was instantly full of confidence in the future market trend of the line of "film and television media".