Rebirth: The Financial Giant

On the way back, Lu Ming, who was sitting in the car, took a tablet and looked at the market today. The market that came out was obviously related to his speech at the Ningzhou New Economy Forum.

The sharp drop in the securities sector in the morning was caused by the fact that retail investors who had previously thought that the securities companies had started rushing in, cut their meat, and then turned to technology stocks, which pushed up the daily limit of technology stocks. The result of big capital smashing the market wildly, and the securities that rebounded in the afternoon at the same time came out to support the index is another force.

The funds that came out late in the market to raise securities are undoubtedly the super main force. If the securities sector continues to fall and forms a short-sell with the big technology sector to pour down, the Shanghai Index will be very ugly today. Pull the securities to protect it. Indexes are at least less ugly.

Big A's retail investors are really miserable... Lu Ming couldn't help but sigh, and he threw the tablet aside.

This kind of market is really too difficult for retail investors. They are repeatedly slapped in the face from left and right. Those who so-called admit their mistakes and have recovered their securities will be slapped in the face again tomorrow, because the funds that quickly boosted the securities sector at the end of the day will only be on the market tomorrow. If it goes well, it will be withdrawn immediately. In other words, these funds will be the biggest potential short position tomorrow, and the best result can only be flat, not higher.

However, there are still a small number of retail investors who have made money in this intraday turbulent pattern, and even poured a lot of money. These people are not playing individual stocks, but convertible bonds. The securities are mainly Tiansheng convertible bonds.

These people are more chicken thieves. T+1 stocks still have no first-mover advantage, but T+0 convertible bonds can be sold on the same day they are bought, and they can run away when they see something wrong.

Some people bought Tiansheng convertible bonds when the securities fell sharply today, and then sold them when they rose in late trading, thus completing the action of arbitraging the interest rate difference within the day, and not even doing it overnight.

In their senses of consciousness and the sense of trading, the securities that are pulled up late in the trading day are either traitors or stealers, so they dare not stay overnight.

There are very few people who are even better. They made money by switching between high and low levels of convertible bonds between securities stocks and technology stocks. When the securities sector fell, technology stocks were rising. The technology stocks of the convertible bond category went in, and then sold near the high point when the technology stocks flashed.

In turn, it switched back to the securities sector, found Tiansheng Convertible Bonds to work in, and withdrawn the funds before the close, thus completing two rounds of intraday spread arbitrage.

However, Niu San that can accurately step on the rhythm and make huge profits in this turbulent situation is often rare, and has been abused by the blood of big A before. For more than 90% of retail investors, such a market is caused by Repeated slaps in the face.

The assistant Han Qiulin, who was riding with Lu Ming, sat next to him, took the tablet and glanced at the market chart above, saying: If retail investors want to avoid being ravaged by the market, the best choice is to stay away from the stock market. As long as they are in this market, they are destined to be the best. The fate of being harvested is the same source of profit and loss. Some people make money and some people lose money. Those who play the role of losing money are always retail investors.”

After speaking, Han Qiulin looked at Lu Ming and said, The result of short-term switching is left and right slaps in the face, and the result of long-term pattern is endless downturn. The market environment and mechanism determine that most retail investors cannot make profits. The king can do whatever he wants, and insider information can be unscrupulous, it is even more strange that such a market can make most retail investors profitable.”

Obviously, Han Qiulin's argument is that since you are destined to make money both horizontally and vertically, why do you have to rely on it? The result of not walking and not believing in evil is the fate of being cut off.

The data that you can outperform 70% of the market as long as you don't play is no joke, it's so true.

The market always needs a group of people to play the role of losing money, and which group is more suitable than retail investors?

Lu Ming turned his head and glanced at her, and said, Look at her from another angle, the principle of Book of Changes tells the world that everything that happens is a good thing, and the market itself where fools can find money is not normal, the more the market makes money, the more It’s a good thing that it’s getting harder and harder, it means that it’s getting more and more inward, and to a certain extent, only the group of chicken thieves will continue to roll. The result is to pull out the short ones from the tall ones. Step up a level, and of course market maturity will advance to a new level.”

There are many big fools in the current market and they are rich, so the average chicken thief is very tacit to cut these big fools together, and they must be making the easy money first.

When there are no more big idiots in the market, or when big idiots no longer become the mainstream, the remaining gang of chicken thieves have to meet each other to play capital games for each other.

If you have the funds, I also have it, you have the insider information, and you have the connections. I also have it. If you want to cut my leek door, I have nothing. The result is that everyone's advantages are offset by the hedge, so what should I do?

Obviously, the final result is to force the market to a more mature stage. It can be seen that the big A junk stocks in the future will become penny stocks and no one will pay attention. Similar to the previous big bull market, the situation that any junk can soar can never happen again. The good stocks will maintain a long-term upward trend, and some scarce varieties are relatively reasonable even if they are given higher valuations.

But then again, Big A has a long way to go to the mature market stage.

By the way, during today's roadshow project fair, we received a lot of investment targets. These are a few projects with investment value that we have selected, especially this game project. Han Qiulin from her briefcase He took out a material and handed it to Lu Ming.

The Ningzhou Xinjin Forum is not just bragging. The bigwigs come to talk about the world, and it also attracts many start-up companies to come and pull investment. If it can be favored by investors and raise funds, it will be a happy event.

A game with the background elements of Journey to the West in the dark style? It's interesting. Lu Ming looked at the planning content in the materials with interest.

This team used to work for the penguins, and then they left and now started their own stove. We watched their actual machine test video, and the semi-finished product was not considered, but... The picture is very amazing, and we also copied it. Han Qiulin If so.

computer.

Lu Ming immediately stretched out his hand, Han Qiulin took out the laptop and opened the copied document and handed it to Lu Ming, who opened it and took a look.

The picture is really good, the quality is high, and the details are also very good. It is rare for a domestic game team to develop such a work. Lu Ming looked at the test video and gave a very good evaluation.

As time went on, after the monsters in the game increased, the picture became a little blurry. Han Qiulin, who was next to him, couldn't help but said, It's just a little rough here, but it's not a finished product after all.

No, you don't understand this. Lu Ming glanced at her, smiled, then stared at the video and immediately said, The reason why so many monsters aggregated in this scene caused the frame to drop. This shows that it is indeed a real demonstration, not a fake CG image to fool people. If the scene is as smooth and smooth as before, and you can't see a bit of frame drop, it is probably fake.

So that's how it is... Han Qiulin suddenly realized that this was indeed beyond her expertise.

Nowadays, many developers like to use exquisite CG videos to attract people when they release games. When they actually bought the game and played it in person, they realized that the picture from the CG demo was completely different, and they felt fooled.

After watching the video, Lu Ming closed the computer and stared at Han Qiulin. He said neatly, We invested in this project. Let the team talk about how much money we want. We can manage enough funds, but we must guarantee two points.

After a short pause, Lu Ming continued: The first is that no matter how much the company's founders own, it can be an absolute holding company. As I said, we will never invest in companies with chaotic founder teams; the second is the most important thing. Yes, what are they doing this project for? We have to figure it out, just to make money we don't vote, to make a great game? We don't vote either!

Han Qiulin was confused and couldn't help but said, Why is that?

Cultural export! Lu Ming said four words succinctly, and added after a while: When I saw this project and the real machine test screen, the first thing I thought of was not how much money I would make, but cultural export. A fun game is the foundation of success, and on this basis, this game is the best carrier of cultural output.

I can guarantee that when Wukong pulls a bunch of hairs into a group of Wukong's skills, foreigners will immediately think of Naruto's multi-shadow clone, but they don't know this amazing setting The spell that first came from Journey to the West depicting Wukong's body and body, the Japanese moved this setting into Naruto, and as a result, the whole world recognized shadow clones, and even some domestic zero zeros who did not contact Journey to the West. After watching it, you will also say that the shadow avatar is not an incarnation outside the body, this is cultural output.

Lu Mingyun continued calmly: So, if the team can't reach this level, it's just an ordinary commercial project, the scale is still small, and it's not known whether it can be successful in business, it's not worthy of me to look at at all. Waste my time, don't vote.

For the current Lu Ming, his current status and height, vision and pattern cannot be limited to just making money. Once the height rises, the corresponding responsibility will naturally come, but this responsibility will not be actively imposed on others. Does Lu Ming have the consciousness to take responsibility? The cultural soft power is embedded in successful business projects and promoted, so that the world can accept it subtly. This is what Lu Ming should do.

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