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Chapter 575 [The undercurrent of the capital market]

Luo Sheng stayed at the National Defense and Military Science Institute for four days before leaving. When he left, he was very low-key and confidential, and was not known by the outside world that he participated in the national defense and military construction.

On this issue, the approach is very clear. If you can get discovered by the outside world a little later, try to be later.

It’s not because of fear, but because it happens later and earns more.

Because the exposure will have a negative impact on the global business of Luo Sheng’s two multinational technology companies, especially in developed countries in Europe and the United States, the United States will definitely take the opportunity to use this as an excuse to make trouble.

When you make trouble, you have to distract some of your energy to deal with it.

Obviously, based on the principle that it is better to have less than more things, being low-key will not hinder your own efforts.

However, Luo Sheng did not expect it to last for a long time. Even if he did not enter the military industry, it would be a matter of time before the United States took action. The other party would never allow him to control the Internet across the United States.

I am quite conscious of this.

Originally, the two sides had basically had a breakup, but now they are just maintaining superficial friendship. The boat just has one opportunity to overturn.

The reason why it is still maintained is that Luo Sheng's deterrence forced the other party to be afraid of it, but the Americans did nothing. The continuous extension of the "temporary license" of Costa del Blue and Blue Star Technology is to gain time and preserve its face.

Once the deterrence no longer has practical effects, the United States will definitely overturn the table without hesitation after being able to withstand its losses, and the boat of friendship will overturn as soon as it is said.

Luo Sheng estimated that the days to earn Americans' money have been in the past few years, no more than three years. While there are still a few days left, how many transactions can be made in North America.

As for military industry, Luo Sheng needs to get relevant qualifications for the Costa del Azure. Moreover, due to the special situation, even if you get relevant certificate qualifications, it will be temporarily undisclosed.

Fortunately, the Costa del Azure is not a listed company, and it is much more convenient to operate.

In the following days, Luo Sheng only needs to wait, and will not wait too long. If nothing unexpected happens, he will be able to obtain the relevant qualifications and procedures for the company to legally enter the military industry in about a week.

It is just right before the qualification license is released, we can prepare first and form the teams of the research and development departments of the three major projects. The license can be launched immediately after the project research and development.

...

Just when Luo Sheng focused on the three major military research projects handed over to him by the military, the capital market was already undercurrents.

On the morning of June 14, Shengfeng Capital Headquarters Meeting.

The head of the leader Qin Weimu, general manager Meng Qiu and other senior executives all attended the meeting. In addition, the senior executives also had a brand new face, which was also listed by Wang Xin, the founder of the former "Xinchuang Private Equity Fund".

For Wang Xin, this class leap has risen a big step. There are many domestic fund managers, most of whom are born with master's degree. Simply put, they have no real strength and can only bully domestic small players. When they meet real top players, they are also being cut off.

But Wang Xin's resume is quite special. He was born in a poor rural family and had an education. He dropped out of school after two years of high school. However, he realized financial freedom in his life at the age of 30.

Financial freedom is the dream of everyone.

At this time, Qin Weimu said calmly and confidently with a calm expression: "Those who do not plan for the whole world are not enough to plan for a while; those who do not plan for the overall situation are not enough to plan for a domain. The internal logic of this bull market in China must look at the global pattern. That is, the US stock market has continued to improve since the second half of 2010, and the domestic market has only transformed the increase in North America in four or five years into less than a year. This is the recovery performance after the global financial crisis and the bubble performance after global quantitative easing."

As the only woman in the conference room, Qin Weimu sat in the chief position, and Meng Qiu and others who attended the meeting also had no complaints about this.

In fact, Meng Qiu also had ideas when she joined Shengfeng Capital in the early days, hoping to compete with Qin Weimu for the first place, but she was very good at the international financial market, making Shengfeng Capital, as a venture capital institution in the technology industry, make profits of over 10 billion yuan every year.

Accurately predicting the bankruptcy of Greece, the European debt crisis, shorting Blue Star Technology and other large-scale investments have made Shengfeng Capital make a fortune. Now it is the nickname of the Empress of the Financial World by the people of the Jianghu.

Mengqiu was unwilling to accept it, and everyone present was convinced and willing to be the leader.

Qin Weimu continued: "Why do I judge that this round of market is about to turn sharply into a bear market? From a global perspective, the US stock market began to decline after completing repeated tops last year and drove the domestic market to decline since the second half of last year. Of course, this is also inevitable with the storm between Blue Star Technology and the Costa delle last year, but this is not the fundamental reason.

"The root cause is the shrinking global liquidity and the concerns of global investors about possible interest rate hikes in North America in the future, followed by global economic integration and North America is the leader, with financial hegemony and controlling global economic liquidity, and the most important thing in financial assets is liquidity."

Everyone present could not help but nodded. After a while, Meng Qiu also spoke: "According to our internal comprehensive analysis and research report, there are several main reasons for our short market. One is that the stock price valuation is relatively high under the current market and the market makers are shipped. This round of market started in August last year. Currently, most stock prices have doubled, and many GEM have doubled several times. Monster stocks have frequently appeared. Most institutional investors holding these stocks have made great profits and are gradually reducing their positions and shipments."

"The second is the withdrawal of leveraged funds and the secret encirclement. There are two waves of leveraged funds in this round that accelerate the entry of the market and push the market to rise rapidly. At peak, the scale of leveraged funds reached as much as 5 trillion yuan. Leveraged funds are very sensitive to the market, but there is a slight trend of deterioration. In order to avoid being forced to close positions, they will leave as soon as possible. Whether they leave actively or passively, once they fall, they will be a big collapse and pour."

"The following is short selling of stock index futures. There were short selling loopholes when this mechanism was launched, such as the '500 Futures Index' lower margin and encourage naked short selling. Another point that cannot be ignored is that executives of listed companies have reduced their holdings. Since the beginning of this year, more than 1,000 major shareholders of listed companies have reduced their holdings, with a cash withdrawal amount of up to 500 billion yuan. Such a large-scale reduction has brought great pressure to the rise of the market and individual stocks, but it has been covered up by the bull market."

Wang Xin, who has not spoken much, was surprised. He suddenly found that his prediction was surprisingly consistent with the management of Shengfeng Capital, and he couldn't help feeling vain and proud. After all, Shengfeng Capital under Qin Weimu is in a sense like Bafte and Berkshire Hathaway.

It is no exaggeration to say that as a super institution with a current asset management scale of over one trillion yuan, Qin Weimu's decision and her every move in the capital market have touched the hearts of countless people.

In the current market, even if Shengfeng Capital's investment in the technology industry is tightening, it will be interpreted by the market with a crazy 360-degree, without blind spots for a sentence of "Why did you tighten your investment? Is there something wrong with the market?"

Wang Xin couldn't help but shook his head and sighed: "This round of leeks was a bit harsh, and the roots of leeks were pulled out. Unfortunately, thousands of small and medium-sized investors are still confused by the rising index and the money-making effect brought by hundreds of daily limit increases. In addition, the media's various media's partial listen and belief in the bull market propaganda, and are vigilant about the huge risks accumulated by the market above 5,000 points, and are not even mentally prepared for the market to reach the top and downward. Once the market goes down, how many people will have to queue up on the rooftop..."

Meng Qiu looked at Wang Xin and said calmly: "Shengfeng Capital has a creed of 'two must' in the financial market: be rational, greedy, not without conscience, not sympathy."

Wang Xin smiled: "I know, I just felt it."

Meng Qiu couldn't help but smile and said, "When capital has a conscience, it will indeed become sentimental and mixed with such a touch of pretentiousness."

Wang Xin: "At least it's not a bad thing."

Mengqiu: "That's right."

After a while, a manager named Qi Gao at the meeting looked at Qin Weimu: "Mr. Qin, how should we plan this round of market?"
Chapter completed!
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