Chapter 478 [2 trillion entering the market is a big bull market in full swing]
Games make money, and the game industry is extremely profitable. Lu Ming knows this very well. One of his LP institutions is a game company. Because he made too much cash flow and didn’t know what to do with it, he left it to Tiansheng Capital to take care of it. It can be seen that games
The industry is extremely profitable.
Now the assets have doubled.
However, Tiansheng Capital has not invested in many game companies, and there are even fewer representative companies. Mihayou, which was an early investment, is the most representative. This company is now in full swing.
After the Science and Technology Innovation Board opens, Lu Ming also plans to add this company to the Science and Technology Innovation Board. It is expected to become the leading stock in the big A game sector. There will be no problem in surpassing the perfect world.
Tiansheng Capital is the second largest shareholder of Mihayou. At the same time, the company has never introduced new capital because it is so rich and the money is made so fast. Mihayou can’t give so much money.
I don’t know how to spend it.
When Lu Ming went to meet the founder of the company in person, he was not short of money at that time, and he is even less short of money now.
As the second largest shareholder of MiHoYo, Tiansheng Capital has also obtained the company's internal development blueprint. It knows that this company has already launched a new project last year, namely "Genshin Impact", and has a prophetic memory.
Lu Ming knew it early.
When he first decided to invest in this company, it was not only that the company would achieve great commercial success, but more importantly, Lu Ming valued the cultural output ability of "Genshin Impact".
Although from the game point of view, "Genshin Impact" is a very Westernized game, this is only an appearance. Culture lies more in the spiritual core. Wearing a Hanfu does not mean that a foreigner understands Chinese culture, and wearing a suit does not mean that he understands Chinese culture.
It is the culture of Magnesia.
Chinese culture is not about the beauty of costumes. For example, in the plot of Zhongli in "Original God", the idea of using humans to replace gods, without the intervention of gods, relies on everyone to perform their duties and work together to defeat the devil, gather the crowd to resist disasters, and humans can defeat nature. This is typical
Oriental Chinese culture has nothing to do with what Zhongli wears.
Cultural export, what is exported is the spiritual core.
The output of "Genshin Impact" with "West is the skin and East is the bones" is the highest level, and only "Skin is the West" can better enter the global market. First, foreign players must like to play this game, and then
Only then can we export culture.
The game has not even gone abroad, so it is ridiculous to talk about cultural export.
At this moment, Lu Ming saw this direction of the game industry, and also thought of Mihayou's upcoming "Genshin Impact". According to the memory of the previous life, this game experienced a storm of public opinion before it was launched, but in the end
To the surprise of many people, it has achieved great success on a global scale. Without counting the revenue of PC and console platforms, it has become the third highest-grossing mobile game in the world after King of Kings/Chicken Game.
And because King of Kings has a relatively weak influence in overseas markets and is based on Korean IP, from the perspective of revenue and audience, "Genshin Impact" can even be said to be the most successful overseas game in China in the next two years, and even cultural products will not
one.
Not only has it maintained top popularity in European and American communities such as Reddit, Disord, and Twitter, it has also led to the proliferation of various fan creations.
Because of this game, many foreign players have become interested in the Chinese culture and attractions behind Liyue Kingdom, and have also learned about traditional domestic culture such as Taoist seals and so on.
As a company, there is no doubt about MiHoYo's commercial success. According to the popularity of "Genshin Impact" two years later, the annual net income will exceed 5 billion. If MiHoYo can be listed on the Science and Technology Innovation Board, the market will give it 25~
There is no problem with a PE valuation of 30 times.
In other words, after Mihayou went public, its total market capitalization reached 100 billion, making it the absolute No. 1 leading gaming stock in Big A.
Tiansheng Capital generally doesn't invest in the game industry, but its investments are unusual. It doesn't invest much because Lu Ming sees too few of them. Although most games are very profitable, for example, Lu Ming can definitely take advantage of Penguin.
Take down the chicken.
Most game projects are very profitable, but they are limited to making money, and their cultural output is not even as good as online writing, so naturally they cannot get into Lu Ming's sight.
And it’s not necessary!
Regarding the gaming industry, Lu Ming's strategy is to let Penguin take the blame and Qian Tiansheng Capital to make the profits. However, the specific operation is too simple. Tiansheng Capital can just buy Penguin's shares directly.
If you are too deeply involved in the gaming field, you will offend a large number of parents in the country. It is difficult to reverse the stubborn ideas of a generation. Lu Ming does not want to reverse it. When this generation passes, it will naturally change, so the strategy is to simply
If you don't provoke them, you can afford to hide...
You can not mess with people, but you can't help but make money.
So just buy Penguin's stock, and you can still get a share of the booming gaming industry. If things go wrong, you can easily run away. Just sell Penguin's stock. Anyway, it's the diving funds that are doing it.
Lu Ming can hide, but Penguin can't hide, and it can't stop. To ensure the growth of the company, it must continue to take action. Even now, Penguin still doesn't give up on acquiring Mihayou. If it can't be obtained, it will find a way.
destroyed.
…
In the afternoon of the same day, Han Qiulin conveyed Lu Ming's request to Tiansheng Venture Capital, one of the subsidiaries of the group company, which is specialized in primary market venture capital.
Lu Ming is still very optimistic about this game project with dark style "Journey to the West" background elements. The only thing missing from Tiansheng Capital's willingness to invest money is the structure of its founder team.
Tiansheng Capital will not interfere with how this team makes games, because they are basically laymen and leave professional matters to professionals.
The so-called structure, what Lu Ming wants is whether the team, especially the founder, has higher responsibility and awareness. To put it bluntly, it means whether it has the heart. If it is, then fine, no problem at all. The only thing left is how to make a model.
Fun games are released, and players all over the world love to play them.
As long as the game is popular, cultural output does not need to be deliberately done. This is a natural thing, because this game is completely based on Eastern mythology elements, so the game is fun, and how to attract players, the key is to be popular.
This project did not cost Lu Ming too much energy. He just made a decision by the way and left the rest to the people below.
Lu Ming's current focus is on the layout of the capital market in the second half of the year. Tiansheng Capital currently has close to 2 trillion yuan in liquid cash waiting on the sidelines, and it is almost time to enter the stock market.
It is foreseeable that once Tiansheng Capital's OTC funds enter the capital market, Big A will inevitably set off a bull market in full swing.
In fact, it is not easy for Lu Ming now. Such a large amount of funds is really difficult to move. If such a giant moves a little bit, the market will tremble. With 2 trillion funds entering the market, no matter what target he buys, he will
The skyrocketing price can reach the limit even if you are not careful, or even hit the limit continuously. It really means that capital is king.
But if the price goes up, it may not be possible to sell goods, because the volume is too big.
Because of this, Lu Ming had to hold back and not make a move easily. Even though he knew that Big A was almost at the end of the bear market, high-quality core assets had fallen low enough, and foreign investors were constantly buying and buying, Lu Ming still had to hold his nerve.
Large-scale bottom-buying requires the market to fall deeper, otherwise costs cannot be reduced.
Because once the move is made, it will be the beginning of a bear market reversal. The 2 trillion yuan of liquidity entering the market will inevitably mobilize several times the market's funds. The market is not just an institution of Tiansheng Capital.
If you move your whole body, what can you buy that won’t go up?
In the bull market that will start early next year, it is no surprise that Tiansheng Capital will be the first institution in Big A to initiate the ignition and choose the direction. As long as there are corresponding hints from above, Tiansheng Capital will immediately ignite and take the lead in choosing the direction. There will be no trace of it.
hesitate.
If Lao Yang started Dongfang Communications to choose the direction for the demon stock, then Lu Ming chose the direction for the bull market. Lao Yang could create at most one demon stock, while Lu Ming could create a raging bull market.
This is the huge gap between the power of institutions and the power of hot money.