Rebirth: The Financial Giant

Lu Ming didn't say the result, because everyone here knew what the result was. This topic ended here and moved to the main topic:

"So to transform and upgrade the industry, the excess financial capital will definitely be used. Here we need to compare the two major capital markets of Big A and North America. The US stock market is completely deviated from the real to the virtual economy. The domestic industry in North America is hollow, and the factories All over the world, he is a major shareholder and a big boss, engaged in finance and Internet high-tech, and companies from all over the world go public in the United States, so the fundamentals of these companies are reflected in the U.S. stock market.”

"Wall Street continues to absorb funds from all over the world to get the stock market, and the industry divides labor to make money all over the world. Therefore, the US stock market has grown from the global financial tsunami in 2008 to the present and will continue to rise. At least in the next five years, it will not collapse, unless The world pattern has ushered in major changes, and the entire world pattern has ushered in subversive changes.”

"Then what about the domestic capital market? The country needs to serve the real economy. The old and American financial nation established a division of labor in the world, but our country's physical manufacturing cannot be lost. We can't afford billions of bosses who don't work. Physical manufacturing is ours. the foundation of life.”

"Then based on these factors, it will lead to a consequence. We need to transform and upgrade, and to put it bluntly, it is technological innovation. Then one of the connotations is to use excess financial capital to drive technological innovation. At this time, technological innovation is at the forefront. Does the company in the track represent the transformation and upgrading of the domestic industry?"

Everyone in the meeting nodded secretly and listened carefully.

Lu Ming said: "In order to drive economic transformation and upgrading, will there be a corresponding resource tilt? Once the resource tilt is driven, the market capital will continue to flow into these leading companies on the track, because they shoulder the mission of industrial transformation and upgrading. ."

"Then the so-called leading companies that are not listed will be abandoned by the market, so there will be a phenomenon of bulls and bears. So my prediction is that the capital market will run through the phenomenon of 28 in the future. If you choose the 80% of the corporate targets It will be a total loss.”

Makes sense!

Li Mingyang and the others nodded silently again.

Speaking of which, Lu Ming put the microphone on the conference table, opened a bottle of mineral water and drank half of the bottle. After a while, he picked up the microphone again and said to the participants:

"Having said so much, to put it bluntly is how to make this money. There are only three ways to make money in the capital market. The first is to make money from monetary easing. Once monetary easing is carried out, it can push up valuations and asset prices. The second is to make money. It is to make money from another group of investors, that is, your opponent’s zero-sum game is commonly known as cutting leeks, which is speculation; the third is to make money for business development, grow together with outstanding companies and share dividends, the so-called value investment. "

"Tiansheng Capital can make these three kinds of money. The outside world doesn't say I'm an extreme speculator." Lu Ming smiled and continued: "But today I'm going to focus on the third kind of making money for business development. Talking about a few key investment tracks are also investment tracks that I am very optimistic about.”

As soon as these words came out, the more than 20 fund managers who were present with Li Mingyang and others all raised their eyebrows and raised their ears.

Lu Ming said in an orderly manner: "First of all, it is a track that conforms to the general trend, photovoltaics, new energy vehicles, and semiconductors. There is no doubt that this is the general trend. Even if companies like Longji, Beifang Huachuang, and Biyadi do not make money, Take the new energy vehicle for example. It was hyped ten years ago. The speculation is its infinite imagination. In the future, the car may be given to you. Consumers, you buy my software and consume it on the car. When the mobile terminal comes make money."

"Since the fourth quarter of last year, we have carried out large-scale in-depth research in these major industries. There are piles of research reports that are still being researched, listed companies and non-listed companies, etc."

"No matter how domestic semiconductors are inferior to foreign countries, the fundamental logic is that they are the core of high technology. A big country cannot live without high technology, and high technology cannot live without semiconductors. Zisuo Guowei, Changdian Technology, Beifang Huachuang, let’s add Shengyi Technology, the others are either not good or can’t carry our capital scale, and the plate is not good enough to run away.”

Hearing the last sentence, the conference room finally ushered in a burst of laughter, the boss's words should not be too true.

At this time, Lu Ming looked at the company's PE and VC investment and research department headed by Ge Feng and said: "In non-listed companies, focus on Zhuo Shengwei, Will shares, Shengbang shares, Star Semiconductor, Zhao Billion Innovation, Huiding Technology, Shennan Circuits, and Silicon Protection Industry, these companies, I Tiansheng Capital, have to get on the bus, and the strong ones have to join the company. This time the company went public and raised 45 billion funds, focusing on investing in the primary market. "

At this moment, a person from the investment research department who attended the meeting said, "Mr. Lu, what about Zhongxin International?"

Hearing this, Lu Ming glanced at him following the reputation: "We are brothers who want to make money!"

There was a second burst of laughter in the conference hall, and Lu Ming smiled and added: "Note that I am optimistic about this industry because I am optimistic about its profit-making effect, but it does not mean that I am optimistic that this industry will be able to catch up with the Premier League and the United States in the short term. It’s an industry with a market-to-dream rate. What is a market-to-dream rate? To generate electricity for love for the dream, let others do it, we can make money and leave, and at most keep a bottom position.”

The PE of semiconductors is often three or four hundred times, which is the market dream rate. The capital market gives such a high valuation, in the final analysis, it is irreplaceable and indispensable to a big country.

But catching up with the United States is really difficult, too difficult!

When the old beauty gets stuck, then it will not be a matter of the semiconductor industry, but the crisis of shock in the transformation and upgrading of the entire high-tech industry.

At this point, no matter how difficult semiconductors are, they must be given, and no matter how high the market dream rate is, they must be given.

The atmosphere in the audience also became lively, but at this moment, everyone admired BOSS from the bottom of their hearts~www.novelmt.com~ He did not have any manuscripts in the whole process, but he could casually talk about companies in an industry. , companies that have been listed, companies that are not listed.

It was obviously hard work. Did the BOSS read all the research reports?

This……

For a time, everyone could not help but feel awe in their hearts.

No wonder BOSS is so strong in the capital market. The hard work and hard work behind it are already under control at this moment.

Lu Ming has indeed put in a lot of hard work, but it is basically the result of accumulation in the previous life. Naturally, he is also reading the research reports of the investment and research department, but they are all focused. The accumulation in the previous life has already made him filter out. There are many junk companies, which saves a lot of time and cost to screen, mainly to see that the fundamentals of those real high-quality companies in memory have reversed in this life.

...

(In order to thank the leader of the "Learning Sea is Boundless and Book Sea is Boundless" [3/5]...Okay, all the manuscripts have been drained, not a single drop is left, and there is no way to save the manuscript. ...the following can only be hard liver, gan!)