Rebirth: The Financial Giant

The attendees such as Lin Qiang and Wang Yue who were present basically listened more and said less, but their minds did not give up thinking.

Lu Ming did not just talk about it. He did combine knowledge and action. Tiansheng Capital's largest fund, Tiansheng Value Growth Mixed the top six heavyweight stocks, "Haitian An's Maowulu", which was almost unstoppable. ".

At the beginning of the year, the position reduction was only to avoid market risks. After the risk was released, the positions were full.

"What is the current investment environment in my country? Let me tell you my personal opinion." Lu Ming stood on the stage and said calmly: "The first is undoubtedly the property market, the investment channel for the domestic people. Not much, I don’t dare to go to the stock market, so I can only invest in the property market. Now the property market is very hot, how long will it be hot? I can’t say.”

"Is there a chance? There is definitely a chance. You can make money by entering the property market now, especially since the stock market suffered a severe setback last year. Stock speculation is not good. Real estate speculation is very good. Some people may ask whether Tiansheng Capital wants to go to the property market, and the answer is no. of."

"Why? Of course, there is a value depression that is greater than the return rate of the property market. The property market has been hot for more than ten years. Now the areas outside the third tier are very popular, but the areas where the property market can invest in the next three to five years are nothing more than those few areas. In a big city with a net influx of population, other places must eventually experience thunderstorms and thunders everywhere. The reason is that our urbanization has entered the middle and late stages, and the big is not necessarily beautiful, and the small is necessary to exist.”

When talking about this, Lu Ming emphasized: "I said that everyone should not interpret this as predicting the collapse of the domestic property market in three or five years. It is impossible to collapse. The management and control here is not a matter of talk, but a matter of determination."

"So when the investment opportunities in the property market will end in the next three to five years, where will the funds go? Enter the capital market, but these rich people don't know much about investing, so they will definitely buy funds, so I predict the next three to five years. The prosperity of the domestic fund industry will reach an unprecedented level, surpassing any period in history, just like the old America in the 1980s."

"In the future, as long as the trend of the property market turns, funds will have nowhere to go except to the capital market, financial management will be impossible, and you will not be able to fight inflation. With an inflation rate of more than a dozen points a year, your assets will shrink by more than half within a few years. , then only by going to the capital market can we fight inflation.”

Although there were about one or two hundred people in the conference hall, it was basically silent, only Lu Ming's voice resounded throughout the audience.

"...Then it will lead to a consequence. In the future, the core assets of the domestic capital market will increase with monetary inflation, and everyone will rush to hold the core asset target to further increase the value of the asset. To give a simple example...Mao Lift. How much do you think Maotai's share price can reach in five years?"

After Lu Ming finished speaking, he stopped speaking, and looked at the crowd for answers. After a while, there was a voice.

"750!"

"900!"

"1000?"

"It won't be more than 1000, right?"

When everyone saw that Lu Ming heard a target price, they shook their heads and smiled, "You are all out of date."

As soon as these words came out, everyone was very surprised. Is this all small?

Lin Qiang suddenly said, "Mr. Lu, how many did you see?"

Lu Ming: "More than 2,500 yuan per share!"

What?

This statement caused an uproar in the audience.

Someone suddenly said: "More than 2,500 yuan? Wouldn't it have to be more than ten times more than that? Mao Ti's current market value of more than 300 billion is quite exaggerated. Mr. Lu, your target price is to reach the end of the sky. Mao Ti is an excellent company. But five years later you told me that its market value could reach 3 trillion...that's outrageous!"

The attendees basically agreed that Lu Ming's target price was too exaggerated.

If it weren't for his sturdy record, everyone would ignore him when they heard his target price.

After a while, Lu Ming said calmly and confidently with a faint smile: "Why do I dare to see more than 2,500 yuan, in fact, the logic is very simple, it can fight inflation, if 1 yuan in currency becomes 5 cents in purchasing power, That Maotai's stock price of more than 240 yuan now has a premium of about 500 yuan, why? Because it can preserve its value. A bottle of Maotai can be buried in the ground, and the price will increase in 30 years. The older it is, the more valuable it is. Now take out a bottle. A bottle of Mao that has been in the bottle for decades is already expensive, and it will only be more expensive in the future."

As soon as these remarks came out, the attendees found that they could not find a refutation point for a while. Lu Ming's logical point was very simple, but it was very hard. Mao Ti can indeed fight inflation. The longer the money is, the less valuable it is. But the value of a bottle of coleus is the longer it is kept, the more valuable it is.

Everyone present recognized this very well. Wine is a very special industry. Other companies are most afraid of overstocking, but wine is not afraid of overstocking, because the longer it is stored, the more valuable it is, and it gives famous wines unique attributes.

It's just that everyone present still thinks that Lu Ming is too exaggerated. It's not their fault. After all, they don't know how crazy the old American is printing money in a few years.

Lu Ming continued: "Another core logic is economic transformation and upgrading. I will be bearish without transformation and upgrading. This is the core logic that I am bullish on. The domestic economic model will usher in great changes, and I can see its determination. . The domestic GDP will ensure an annual growth of more than 6 trillion, which is the goal set by the top. Our current GDP is more than 70 trillion, and the market value will increase by 4 to 5 trillion a year. "

"What created these trillions in the past? Relying on the real estate market, relying on real estate to drive hundreds of industries to take off, including the current need for the real estate market, but in the future, the real estate market will cool down, and new economic growth points can only be achieved by industrial transformation and upgrading. Technological innovation and industrial upgrading drive the transformation of the economy from high-speed growth to high-quality growth, then profits will definitely be concentrated in leading companies in the industry, and the companies will definitely be reflected in the stock market, so the equity of leading companies with high-quality core assets is scarce. "

Pay attention to the official account: Book Friends Base Camp will send cash and coins if you pay attention!

Lu Ming said forty or fifty minutes of content, which can be summed up in one sentence: bet on the prosperity of this country in the future!

When the capital is in the tens of millions, it depends on the market sentiment; when the capital is in the hundreds of millions, it depends on the operation of the company; When it is 100 million, it is the national fortune.

The national destiny is uncertain, no matter how you choose, it will be a failure. When the core strategic level is fundamentally wrong, no matter how excellent the tactical level is, it will ultimately not cover up the result of failure.

With the scale of assets under management of hundreds of billions, what is the use of several times the profit made by the investment of several tens of billions of dollars? A loss of 1% of hundreds of billions of assets is a loss of several billions.

What's more, the future growth goal of Tiansheng Capital built by Lu Ming is to go to the trillion-level asset management scale. For BlackRock Group, which is known as the "King of Wall Street", such a volume is one percentage point. Volatility is the absolute number ups and downs of tens of billions or even tens of billions.

"Mr. Lu, which industries are you planning to enter with so much money?" Someone asked at the meeting.

"Big consumer and big technology." Lu Mingyan replied concisely and added: "These two categories are the core that I will never change, and are the eternal main line of investment. The former is the necessities of the moment, and the latter is the future. Necessities."

Lu Ming also randomly ordered some tickets, such as the must-order "Six Meridians Excalibur", namely "Haitian's Maowulu", the six major asset targets, and also included such as Hengrui Medicine, Pien Tze Huang, Aier Ophthalmology, Magnesium Group, etc. Wait.

I'm not worried about telling the many assets that I am optimistic about in front of everyone, and then I buy and hold it myself to prevent Tiansheng Capital from earning the middleman's price difference, saving a large amount of management fees and dividend performance commissions.

If they really agree with Lu Ming's logic and want to invest in these core assets, then they will definitely hand over the money to Tiansheng Capital. There is no other reason, one is enough, that is, Lu Ming will choose the time, which allows him to To make a perfect T, not only the ultra-short T at the daily level, but also the T at the monthly level, the quarterly level and even the annual level.

Being able to do one or two big T’s can bring profits to LPs, not only can offset the management fees paid, but also make a lot of money, and leave it to professionals to manage the money, which saves worry and effort.

No matter how optimistic you are about the long-term trend, the market will always be ups and downs, with big rises and falls, but when the big rises and falls is a matter of fact.

As for Lu Ming's past record, his risk control ability is perfect.

Last year, the risk of the historical top of 5178 was avoided, and then the 3373 staged bottom-hunting was successful, followed by the 4184 staged top risk was avoided, and then the 2850 staged bottom was successfully hunted by him.

At the top of 3684 in December last year, Lu Ming ran away again.

After that, the big circuit breaker in January of the new year directly drove the index to 2,638 points, and was killed by 1,000 points in a month. Lu Ming succeeded in buying the bottom at 2,638 points.

Mao Tidu has risen from 195 yuan at the beginning of the year to more than 240 yuan now.

His "Six Meridians Excalibur" and "Haitian" are currently trading sideways. Judging from the position of Haitian Weiye, the position cost of Tiansheng's mixed value growth is about 26 yuan, and the current stock price is 29 yuan. Around the dollar, it didn't go up much, but it didn't fall sharply either!

As for Tiansheng Holdings, it is actually an exaggeration. The resumption of listing starts with a call auction at the base of 3,000 yuan. On the first day of resumption, it was topped at 7,690 yuan. Even if it is now sideways, it has more than doubled since the resumption of listing. The current share price does not exceed 6,000 yuan. , is more than doubled, which also means that the current floating profit of the institution that has obtained the fixed increase share is more than 1 times the profit.

Lu Ming is controlling risks and profit withdrawal. Everyone has nothing to say except shouting 666~www.novelmt.com~ The institutional investors present did not have the choice of investing by themselves or leaving it to Lu Ming to manage the money. The only choice is to invest or not to invest. If you decide to invest, you must hand over the money to Tiansheng management.

Or don't get involved at all.

"OK, I have basically finished what I have to say. I want to raise 230 billion liquidity. No matter how much I can raise, I will answer today. After the end, Tiansheng Capital will not accept new entrusted funds for a long period of time in the future, and will directly lock the position after today."

Lu Ming's voice resounded in the conference hall again, and he was the only one who could say such words so confidently to this group of large institutional investors.

There are not many people who have the confidence to say such things, but Lu Ming is definitely one of them.

...

(Ps: In order to thank the leader of "Reassured Grain and Oil" for the update [2/5]... Tomorrow is a new week, I will ask for various requests for recommended tickets and monthly tickets every day. As for now, nine livers have been completely destroyed, and the author has died in battle. !)