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Chapter 356 The low-key Teacher Han(1/2)

 Teacher Han from the production team did not rest for too long. He took a sip of water and waited for everyone's passion to brew for a while before launching the next plan.

"Holding the stocks of the five major banks for a long time is a conservative plan. It does not pursue explosions and pays more attention to safety and stability.

The plan I prepared for risk-neutral investors is a compound fixed investment plan with a medium risk, medium return, and a time period of one and a half years based on my judgment of the future trend of the stock market.

Compared with long-term dividends, it may not necessarily win in terms of final returns, but it requires a shorter holding time, which in disguise reduces our operating costs.

You may not know that Zhongmei’s two products, [Supernova No. 1] and [Skyline No. 1] are short-term funds with a closed period of only eighteen months.

Some friends asked me why I only set it for such a short time?

To answer this question, it involves my overall judgment on this round of market conditions.

OK, everyone can start taking notes."

Han Lie casually turned the page of the PPT, and three questions in large font appeared on the screen.

1. What are the reasons why this bull market will definitely come?

Second, what are the characteristics of this bull market?

3. How long is this bull market expected to last?

Han Lie's voice suddenly turned cold, his tone was gentle, and an objective, neutral, and calm feeling came over him.

"The existence of this round of bull market is the basic consensus of the industry. There are not many differences, and they are mainly concentrated in aspects such as time, height, structure, etc.

I don’t know how many of you here are willing to believe that a bull market is on its way.

But I believe that when you hear my reasons, you will definitely believe my judgment.

First, a bull market must be supported by the external economic environment.

That is: the overall economic environment is improving, the profits of most listed companies are growing rapidly, new industries are driving a new round of outbreaks, and new themes are opening up huge space for imagination...

Some time ago, I gave a small lecture at SISU and gave them a brief overview of the impact of the new era.

What is the new era?

Mobile Internet era.

Where is the new era?

Right in front of you.

Today, 4G communications have been fully opened in the capital, and you should have felt the difference.

This is a new experience that is 8 to 10 times faster than the PC era in every aspect.

If I didn't disable your cell phone, and you open VX and point it at me to start shooting, you can send the entire 10-minute video to your friends in about 3 seconds.

what does that mean?

The convenience of information dissemination has been greatly improved. At the same time, the information we disseminate in the first place still has an extremely high density——

In the past, you had to sort out the contents of your notes, form a written summary, and then share it with others.

What now?

Just a video to share.

You can even start simultaneous live broadcasts to directly expand the number of listeners to thousands, tens of thousands, or hundreds of millions.

And it is not limited to space or region, and it can cover the whole life circle, work circle, entertainment circle, and even domestic and foreign countries.

what does that mean?

It means a disruptive change in entertainment interaction.

In the era of mobile games, live broadcasts, short videos, mobile phone dramas, instant shooting and instant posting, personal podcasts, life has completely shifted to online, smart devices, network services, the Internet of Everything...

With the improvement of mobile phone hardware, the power of "sharing" will no longer be exclusive to the elite, and the cost of sharing will become lower and lower. Every ordinary person will become an information output terminal, dramatically expanding the territory of the mobile Internet.

In this information revolution, a large number of new ecosystems will emerge, bringing huge profit prospects and imagination space to relevant listed companies.

When a company makes money, it is reflected in the stock price, which will rise even if it doesn't rise.

The enthusiasm of stock investors is already ready to go. Monster stocks such as Zhongqingbao, Zhangqu, and Wangsu have fully proved this, and they are far from fully releasing the dividends of the new era.

Second, a bull market still needs solid financial support.

Regarding this issue, we can actually think about it in conjunction with the loan restrictions in the real estate industry.

As of the end of last year, our total broad money supply had increased by 6% year-on-year, with a balance of 65 trillion yuan. At the same time, real estate loan restrictions have intensified. Now there is a large amount of money on the market with nowhere to go. Where will it eventually flow?

Last year, quite a few companies in the A-share market got out of the predicament in the last round of crisis, profits began to recover, and high bonuses and bonuses emerged one after another. But why didn't many people shout that a bull market was coming?

Because in the middle of last year, there was a serious money shortage in the financial market. At that time, we clearly realized that only monster stocks could appear in the stock market, and there was no basis for setting off a big market trend.

If you don't have money, why are you awesome?

But looking at this year, if the fundamentals improve further, will we have money to invest in the stock market?

I think not only there is, but it will be abundant.

Everyone here, except for the old buddies who are engaged in real estate, each of you has a lot of spare money in your hands that you cannot invest. You know best, right?

Therefore, the bull market will definitely come, just this year.

I told you about a time point earlier - my next lecture should be from July to September this year.

Why?

Because during that time window, listed companies began to release their mid-year financial reports intensively!

At the same time, the country's mid-term economic data released in early June and the monetary policy announced by the central government from late June to early July are two other important influencing factors.

Once the fundamentals are confirmed and the financial situation becomes more optimistic, it is inevitable that Big A will rise in response!

Someone asked me before: Teacher Han, you dared to predict when the bull market would come nine months in advance. Have you ever learned fortune telling?

At that time I just smiled and didn't respond.

Now, I have given you the reasons and logic for my judgment. Do you think this is metaphysics?

Isn't it?

In fact, this is just the simplest data analysis.

On the day when the three basic factors of the bull market, fundamentals, capital, and policies, are in place, everything will fall into place.

Now we are in a bottoming stage, which will basically last until June.

So why am I so sure that below 2000 points is the bottom and 2200 points is the rebound top?

Because there is not enough time and the conditions are not complete.

It can't go up or down, so doesn't it have to fluctuate within a narrow range?

Last time I was in Pufa, I did not give a separate lecture. Many people listened to my lecture and their reactions were extremely extreme.

Some people were very shocked: Oh, Teacher Han, you are so awesome! You actually dare to set the points so accurately...

Some people are dismissive: Why does this kid look like a magician? He is making a fuss!

In fact, this is a knowledge barrier caused by not understanding the operating mechanism of the stock market.

To be more objective, I am not that great, and there is no pretentiousness. This is just basic skills plus a little in-depth thinking..."

When Teacher Han started to be humble, the audience couldn't hold it any longer.

You call this basic skills?!

The knowledgeable people's mouths twitched and their expressions were twisted.

They originally had their own understandings, but now they were almost all convinced by Han Liegan, and they agreed with his judgment to a great extent.

The more I agree with it, the more I understand how difficult it is.

Anyone who can see through the fog of mystery and see the future is not the top genius?!

Not to mention Han Lie who can clearly calculate the points, trends, and breaking points. This kind of person cannot even be called a monster!

Two words must be added in front - peerless!

It is easy to pick up, and it is not limited to on-field skills, nor is it trapped in the rigid academic thinking in the field of macroeconomics. Unless you see it with your own eyes, who would dare to believe that Han Lie is only 20 years old?!

The group of private equity bosses were all numb after hearing this, and they kept doubting life - Damn me, can I really trade in stocks?!

Someone had the courage to ask the chief helmsman: "Mr. Xu, what do you think?"

Xu Xiang nodded excitedly: "I basically agree with his judgment, it is very inspiring! In the next wave of rebound, smart devices should have great potential!"

Just such a sentence made the surrounding private equity managers look at each other silently and make a decision in their hearts...

As for those leeks who are unaware of the difficulty, their reaction is simpler.

Is the applause enough?!

If it’s not enough, I’ll give you another one, what’s the big deal!

Don't think they are shameless. There are too many people now, and the truly shameless things are all behind...

For example, the reaction of Fatty Chen, the coal boss in Mengcheng, is very representative.
To be continued...
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