Chapter 577 [Value investment layout and encirclement and suppression of QFII? 】
Half an hour later, Wang Xin convened his trading team for a meeting. These traders were all teams in the private equity period when they followed him, and now they have joined Shengfeng Capital collectively.
From another perspective, Shengfeng Capital is also a larger private equity investment, and the entry threshold for investment starts at 300 million yuan.
"There is indeed a dilemma in short-term trading. First of all, it requires a lot of energy from traders. In the case of huge amount of funds, short-term trading has limitations. In addition, short-term trading of single funds will further amplify risks. If you accidentally trap the rescue funds, this is particularly critical. It is also the reason why I emphasize that you must avoid the rescue funds of the national team."
Wang Xin's words echoed in the minds of every trader attending the meeting. This sentence was very heavy and repeatedly emphasized.
A young trader at the meeting said in confusion: "Boss, I can't understand why we should avoid the rescue funds being trapped? We are short-term hot money. Why should we give up the easiest way to make profits and chew on the hardest bones, or the scum scattered in every corner of the market..."
Wang Xin glanced at him and said lightly: "You are a trader with potential and talent, but your ideas are as young as your age, and even a little childish."
When the other party heard this, his face turned red. He was only 20 years old and the youngest trader recruited in Wang Xin's team. Wang Xin said this, but in fact he was optimistic about this young man.
Seeing that he was not convinced, Wang Xin said, "Once the country starts to rescue the market, our attitude is not wrong from the perspective of profit-seeking for funds, but in this land, we must first follow the will of the country, and we cannot sit in a crooked manner. If we want to spend your most golden ten years in the cell?"
The other party was speechless when he heard this. Here, someone could be sentenced to disrupt the market order.
Wang Xin added: "We only have one bottom line. You can't copy the bottom of the team. You can even help with some assists if necessary. Do you understand?"
The traders immediately nodded together, and the trader just asked again: "What kind of nature is our trading behavior? Investment? Speculation?"
Wang Xin replied concisely: "It's a value investment."
Value investing?
When hearing this, most of the traders attending the meeting had an intriguing expression. One of the traders said bluntly: "Value investment? Tell the story of value investment in big a? Is it true that the boss is the boss, is a market called "leeks" worthy? Which of the domestic private equity firms, funds, and other ones are not good short-term harvesters?"
This trader thinks that value investing is a very funny thing in Da A, and he also wonders what his boss has experienced right now. He didn't think so before.
Wang Xin smiled indifferently and replied: "I also firmly believed it before joining Shengfeng Capital. To be honest, I have also harvested a lot of small wealth. However, after joining, I deeply understood this huge organization and its behavior for a week. I denied my previous ideas without hesitation. What they did was more meaningful and valuable than what we did before in private equity."
"Boss, is there any difference between Shengfeng Capital? Isn't it a larger private equity? The difference is just to harvest the money of foreigners in international capital, but the essence is not the same?"
Wang Xin shook his head and continued, "You still don't understand. Shengfeng Capital's actual purpose is to quickly complete the original accumulation of capital and then do value investment. This is not wrong. After I obtained internal information and studied and analyzed it, I realized that Shengfeng Capital followed the example of establishing the Berkshire Hathaway company in the East. Mr. Qin or the man behind Shengfeng Capital. Luo Sheng knew that short-term stock trading is not a long-term solution."
"The original accumulation of capital is constantly fighting for speculation and risk, but when the accumulation is completed, it will turn to value investment. This is a bit like a person who likes to fight and kill when he is young, but when he is older, he wants to be stable, marry and have children, live an ordinary life, and don't want any fame and fortune. Having a gift and not having a possession are two completely different concepts."
The traders team at the meeting couldn't help but fall into deep thoughts, and the youngest trader, who was only 20 years old, couldn't help but think.
After a while, Wang Xin looked at the trader who questioned value investment just now and smiled: "What you said is right or not. What you said is right is because the big a is basically speculative. This is the current fact. What you said is wrong is because you are pessimistic about the big a in the future, but the big a in the future is destined to be value investment. This is a trend that is not transferred by personal will. Shengfeng Capital has been continuously investing in emerging technology industries over the years and has accelerated the formation of value investment to a certain extent."
Speaking of this, Wang Xin couldn't help but sigh and added: "Mr. Luo's work is really amazing. Isn't the market full of speculative style and no value investment? Okay, then I'll give value to the market. The choice of A-Blue pure electric automobile company to list on Big A is the first step in value investment. I believe that more and more high-quality technology companies will be listed in the future, and at least companies related to Mr. Luo are value investment targets."
"So now I understand why Mr. Qin said that Shengfeng Capital should protect the market for the Blue Pure Electric Automobile Company." Wang Xin looked at the trader who questioned value investment again and said with a smile:
"With entrepreneurs like Shengfeng Capital, "Oriental Berkshire Hathaway, and Mr. Luo, supporting the domestic technology industry, especially the entire domestic semiconductor industry chain and the new energy vehicle supply chain. Do you think the future big a has no value investment?"
When the other party heard this, he didn't know what to use to maintain his original viewpoint. Finally, he had to stubbornly retort: "Can Luo always succeed? This is no less than using manpower to reshape the market atmosphere of Big A. How can human power reverse it?"
Wang Xin couldn't help but smile and said, "This is a risk issue. Investment has risks. Perhaps now is a window of opportunity. When the wind comes, it is an opportunity. The Blue Pure Electric Automobile Company just went public on A at this critical moment. The IPO subscription funds have frozen 2 trillion yuan. It will take a few days to wait until the lifting period. These investors have to thank Mr. Luo for saving their lives, otherwise they will lose all their money when entering the stock market. If this round of market is now, it is a winner... And I even suspect that all of this is in his calculations."
After hearing Wang Xin's sorting out this, the traders present couldn't help but be more respectful to the legendary man. The layout of all this seemed to be inconsistency, but after studying it in depth, you will find that an invisible big hand was controlling everything. This game of chess is unimaginable, and outsiders, even everyone present at the moment, firmly believe that this is just the tip of the iceberg they have seen.
Wang Xin looked around and said, "The butt problem determines our next layout behavior. Although Shengfeng Capital, although it is a private equity nature, don't forget that the major shareholder who holds 30% of its equity is called the State-owned Assets Office. In a sense, we are also one of the national teams, but it is not just a direct army. Don't rush the Dragon King Temple to the heavy blow. If anyone dares to copy the national team's bottom, President Qin doesn't have to hold me accountable, I will isolate him and leave him in for ten years' prison meal as soon as possible. It's that simple, what questions do you have?"
The traders attending the meeting looked at each other without saying a word.
Wang Xin said again: "Okay, the general direction is determined so. Once this round of market conditions has an irreversible downward trend, the period when the national team enters the market to rescue the market will be our carnival. I guess it will not last long. This period will bring your greed to the extreme and harvest it wildly. Once the national team enters the field, immediately turn the bow and tighten the greed, and siege it to the death to target qfii (foreign institutional investors) and trap them to death."
"Data shows that in the first half of the year, qfii's 365 funds appeared in the top ten circulating shareholders of 252 listed companies, with a total holding of 6.808 billion shares. Compared with the 316 companies in the first quarter and the total holdings of 8.792 billion shares, whether it is the number of shares held or the number of companies in the first quarter, the holdings of qfii's holdings are significantly less than in the first quarter, which shows that they have significantly reduced their holdings at high prices, which is much better than the social security fund."
A trader at the meeting sighed: "Overseas institutional investors have a keen sense of smell and do have something to do. If we don't pull them into the water if we do not pull them into the market, we probably won't lose any losses."
Wang Xin smiled: "We can have a carnival for a while when the market collapses. It is definitely a destruction to the market. Stopping qfii is considered to be a combination of merits and demerits. In our terms, this is called hedging."
Everyone present couldn't help but smile, and everyone was ready to try.
Speaking of this, Wang Xin couldn't help but remind everyone to see their reactions and added: "The difficulty of encircling and suppressing qfii and harvesting small scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered scattered
"The results given by Shengfeng Capital's internal analysis team, the worst decline in this round of market decline will be the SME Board and the ChiNext. This is also the reason why it is predicted that qfii positions are relatively resistant to declines in this round of market. In addition, there are a lot of shares reduced, so it is normal to lose small losses. You must not take these people lightly. You must report the situation to me at all times, and I will also report the situation to Mr. Qin at any time."
The traders attending the meeting nodded together: "I understand."
If it weren't for the fact that Qin Weimu, the legendary goddess in the investment world, was behind him, Wang Xin would really not have the confidence to hold meat from QFii's mouth, and maybe it would be a big deal to deal with him.
They thought this round of market might last another three or five days to reach the top and go down rapidly, but they did not expect that the situation was worse than they thought. They just completed today's preparations, and the next day, the opening of the market on Monday, June 15, began to decline.
Chapter completed!