In the conference room, Lu Ming seemed a little tired from standing. He moved a chair to sit down and spoke with a wireless microphone:
"In terms of photovoltaic concept, the listed companies focus on Longi, Sakishima Intelligent, Yangji Electric, Zhengti Electric, Zhonghuan Co., Ltd., Shanan Optoelectronics, Huichuang Technology, Tongwei Co., Ltd., and Guodian Nanrui. These listed companies are all
It is an industry core asset target with high growth potential that I am very optimistic about.”
The several fund managers in the conference hall who were responsible for Tiansheng's flexible allocation of the five major closed funds were extremely serious, and Lu Ming memorized all the tickets he ordered.
This is a series of targets that BoSS has screened and filtered, including the previous semiconductor-related industries. With the level of BoSS, these targets have to be taken seriously. This has great reference value for the subsequent trading of closed funds.
Even this is the code of wealth.
In the operation of the five closed funds, especially the trading operations, Lu Ming will not forcibly interfere with the fund managers' decisions, but will provide his own opinions and suggestions to the trading fund managers in the form of a consultant.
The final decision is made by the fund manager.
"For unlisted companies in this industry..." When Lu Ming said this, the people from the PE and VC investment research departments who attended the meeting began to focus on taking notes. Lu Ming continued: "Mingyang Intelligent, Jiejia Weichuang, Fulai
Specially, Shangji CNC, Nanwang Energy, these five targets I Tiansheng want to invest in, but other unlisted companies have looked around and their scale is not good."
People in the PE and VC investment research departments have all remembered that the unlisted company named Bo SS clearly stated that it would be listed on the primary market.
Lu Ming looked around at everyone: "As for the new energy sector, the listed companies focus on BYD, Ganfeng Lithium, Tianqi Lithium, Huayou Cobalt..."
The fund managers all took notes on key points. Lu Ming singled out more than 20 companies. Everyone present was so impressed with Bo SS that he really knew all the listed companies in Big A.
Are you sure?
No, there are also unlisted companies.
Everyone is curious, how did Lu Ming complete all this homework? Just click on any company and he can elaborate on its fundamentals, industry status, etc.
Bo SS is only 24 years old, this is too scary.
Lu Ming didn't know what everyone was thinking, and he didn't care.
It is worth mentioning that Lu Ming is not worried that the tickets he ordered for investment will be leaked. Someone will definitely leak them anonymously.
But it's not important, but it's a good thing.
Because before others are ready to enter the market in a big way, they will definitely do their own research. Lu Ming's optimism is just an important reference basis, and by the time they understand it, Tiansheng Capital has already lurked in and let them in.
Why not carry a sedan chair?
Moreover, Lu Ming clicked so many votes, both listed and unlisted, that others were dizzy when they looked at them, and they couldn't do any research. Institutional investors would not enter without thinking just because of one person's one-sided words.
Although Lu Ming has a lot of influence now, he has not yet reached the level of influence like Buffett, the stock god. The stock god is a real god because it is the belief of so many investors. Just click on any junk stock and it can take off in minutes.
.
Of course, stock gods don't dare to mess around casually, it's not worth destroying their faith.
Lu Ming: "As for the unlisted companies in the new energy sector, it seems that three votes are important, Ningde Times, Enjie Shares and Pudilai, especially Ningde Times. Although it has only been established for five years, this new company has
Tiansheng Capital, an energy startup company, must obtain more than 20% of the equity."
Everyone was surprised that Bo SS was so optimistic about this company?
At this time, Li Mingyang couldn't help but said: "Mr. Lu, so many companies need to invest, our company's cash flow is not enough..."
Lu Ming said calmly: "Money is not a problem. As long as I open my voice and shout that the money is gone... someone will send the money right away."
Confident and domineering!
Everyone couldn't help but burst into laughter.
During this period, Lu Ming received many private calls from investors asking if they were short of money, including Chaoyun Trust, Wanxiang Group, and especially Chaoyun Trust, which had enjoyed the benefits. Lin Qiang called every half a month to ask.
Tiansheng Capital's liquidity is tight, and Chaoyun has tens of billions of funds that I don't know where to settle. I want to live with Tiansheng Capital.
In short, Lu Ming really has no shortage of LPs now, and a large number of big clients are waving their money and want to be managed by him.
Although he is too young, people who are not familiar with him may have concerns, but Wang Yue and Lin Qiang, who were the first to deal with him, the more they interact with him, the more they realize that Lu Ming cannot be treated as a peer.
This is a top player who looks young but is actually shrewd to the core. He is no better than an old fox in his 70s or 80s.
After understanding it, hand over your money to such people to take care of it. Institutions like Chaoyun and Wanxiang will feel at ease and practical.
In the conference hall, Lu Ming looked at the time and unknowingly had been speaking for more than an hour. He picked up the microphone and said again: "Let's talk about domestically necessary consumer goods. This is a good track and is not affected by the international environment.
, let me speak faster!"
Lu Ming paused and continued: "The first major consumer category is liquor. The leader in liquor is undoubtedly Maoti, with a market value of more than 300 billion. Some people say that Maoti will collapse. Its value cannot support the huge 350 billion
Market value, I firmly disagree with this."
"If you say Maoti is worthless, does LV have value? Why is a bag so expensive? There is nothing wrong with Maoti being a wine, and there is nothing wrong with having a high gross profit margin! But this is our culture, the more you save, the more valuable it is and the market recognizes it.
, isn’t it recognized by the world market that LV bags are so expensive? The same goes for Mao Ti. What he drinks is not wine in the first place. What he drinks is the so-called taste, what he drinks is the so-called common belief, and what he drinks is the so-called status of the 1% of people.
.”
"So Maoti is a luxury product, not a consumer product for ordinary people, and luxury goods are often very profitable in the world. As the leader, the rise of Maoti will drive the rise of high-end liquor companies across the country, such as Wuliangye. Why?
?As long as Mao’s price does not fall, there will be an anchor for the national liquor pricing. If the leader does not fall, what is the reason and logic for other liquors to fall? Right!”
"Another internal logic for being optimistic about high-end liquor is the continued amplification of world inflation. High-end liquors such as Maoti and Wuliangye are more valuable as they age, so to a certain extent they can fight against inflation and play a role in asset preservation.
The market must also recognize this logic."
Li Mingyang and others present did not forget that Bo SS's Tiansheng value growth mixture was Maoti on the left, Laojiao on the right, and Wu Liangye in the middle. That was appropriate.
…
(Ps: To express my thanks to the leader of the "Boundless Sea of Learning" [4/5]...help me up (wipe the blood from the corner of my mouth.jpg), I can do it again, if I have the guts to continue stud, I would like to
Let’s see if we can change the mantissa “73” into “100”...)
