Rebirth: The Financial Giant

At the conference site, the host looked at Lu Ming and said, "What do you think is the goal of my country's new economy? What are the specific directions?"

Lu Ming changed his sitting position, took a drink from the glass of water next to him, and said, "It should be a structural goal. As thinkers, we have to go ahead. In fact, in a sense, we have already gone. Slowly, we know how much resistance there is and how much pressure there is.”

"As mentioned earlier, this structural goal is to quickly complete the leap forward in the digital space, that is to say, the proportion of my country's big data in the total social assets of our country will increase rapidly in the future, so to what extent? ? Rise to more than half of the total assets of the whole society!"

The host was surprised: "50% proportion?"

Others present also expressed surprise when they heard this. Some people had a hard time understanding. How is this possible?

Lu Ming continued: "Actually, this phenomenon has already happened in North America. You go to the top ten listed companies in the US stock market. Apple, Amazon, Microsoft, Google, Facebook, etc., they are all related to data. Informatization industry, or industrial informatization enterprise.”

Companies such as Apple and Microsoft are well-known, and they are all giant multinational giants.

Lu Ming went on to say: "Compared to the traditional companies in Magnesia, banks, petroleum, shipbuilding, chemical industry, etc., the sun has gradually set, why? Because all companies and everyone have witnessed the growth of digital companies. It is geometric, and traditional companies are very good at a few percent annual growth, and ten times in ten years is absolutely impossible.”

"But what we're seeing is the fact that these digital unicorns are going up like this, and I'm not just saying that their stock prices are going to go up like that, but so are their operating income."

"Our country has now entered the era of digital space. Here I will further expand and discuss a series of companies in detail. These companies are mainly invested by Tiansheng Capital, but I am not asking everyone to buy the stocks of these companies, but It is to let everyone know that the historic change has occurred, and many friends may not feel it."

When it came to this, many viewers watching online were shocked when they heard it, and even some of the people present were like this.

At this moment, Lao Yang is also following this forum exchange through the online live channel, and the friends in the group are also following.

Group friends: "Take notes, the first brother is going to send the wealth password!"

Group friends: "It is impossible to take notes when taking notes, and it is impossible to take notes in this life. Go directly to Stud Tiansheng Holdings, perfect!"

Group friends: "No problem!"

...

At the same time at the scene, Lu Ming on the stage said in an orderly manner: "...In Tiansheng Capital, we usually define the new economy related to data as 'two industrialization enterprises', one is 'information industrialization', that is The process of industrialization of information enterprises; the other is 'industrial informatization', which is to transform traditional industries with information technology."

"The source of digital information companies is similar to Huawei, Zhongxing, etc., and there are also a large number of companies that provide physical construction or physical foundation for digital information, such as IC design similar to Weier shares, Guokewei, etc.; materials such as Jianghua Wei, SH Xinyang, etc.; equipment such as Beifang Huachuang, Zhichun Technology, etc.; manufacturing such as Triamine Optoelectronics, Shilanwei, Huawei Electronics, SH Belling, etc., packaging and testing such as Changdian Technology, Huatian Technology, Tongfu Microelectronics, Jingfang Technology, etc.”

"This series of companies is the phalanx of information industrialization. There are about fifty or sixty unicorns, all of which are above 10 billion, and may all be above 100 billion in five years, and some of them will grow into trillion-dollar companies.”

Lu Ming paused for a moment and continued to talk: "Industrial informatization is the use of information technology to transform traditional industries. We are most optimistic about cloud computing. Artificial intelligence is similar to ByteDance's algorithm technology. "

"DJI of the flight control department, as well as the entire military industry, military stocks do not need to look at performance, we want to build a beautiful and powerful motherland, our world is not peaceful, but we are lucky to live in a peaceful country, Therefore, the basic guarantee of military force must be in place, and this is the basic logic of the military industry."

"Companies in the field of new energy, such as Biyadi, Tianyu Yunchi, etc., smart logistics such as Ali Cainiao, Jingdong Logistics, flexible screen Jingdongfang, pharmaceutical Kexing Bio, Consino, etc."

"There may be two or three hundred unicorns. If these two or three hundred unicorns grow to a tenfold or even a hundredfold level, then we can understand that the total capital market of A shares will be around 2025. Overtaking U.S. stocks, domestic capital market stocks will account for half of the global capital market by 2030."

Some investors and viewers were excited by Lu Ming's remarks. The first brother's painting is not too big, but everyone has doubts. Is this cake real or false?

But there is no doubt that Tiansheng Capital has been in the two major fields of "industrial informatization" and "information industrialization" for a long time. As a super institutional fund, the gameplay is actually very simple and rude, and it directly invests in the entire track. , I care which company in your industry will stand out in the end. As long as you have a little improvement in this industry, Tiansheng Capital will invest in you as long as there is a possibility of it.

This is the game of super-large funds, referred to as the "banknote capacity" investment method.

Because unlike traditional industries, the future growth of digital companies is exponential. Tiansheng Capital invests in 100 companies in the industry. As long as one of them can get up, it doesn’t hurt that the other 99 eventually go bankrupt.

At this moment, the host couldn't help asking: "I just noticed Mr. Lu when you explained a series of names, and found that you didn't mention the hot financial technology, such as Jingdong Digital, Weizhong, etc. Banks, Ant Gold, etc.”

Hearing this, Lu Ming suddenly smiled, but when everyone saw his smile, it seemed like an intriguing smile.

After a while, Lu Ming said: "It is true that these companies are digital star-level companies, but in my opinion, putting financial companies on technology is more to avoid financial supervision and taxation, and finance must be regulated. And it is strictly controlled, so Tiansheng Capital is also a financial technology company, we also have a digital technology research and development department, and the team is not small, and has developed a lot of high-tech technologies.”

As soon as these words came out~www.wuxiamtl.com~, many people in the industry looked at him, and they were also full of emotion.

I am afraid it is only the founder of Tiansheng Capital who dares to be so arrogant. It is the existence of Big Macs, and he is not polite. How dare other people do this? Do you still want to work in the industry in the future?

In fact, people in the industry have become accustomed to Lu Ming's "self-destruction" behavior. He is obviously the largest financial capital, and the voice often made is that financial capital must be regulated.

Any capital likes a relaxed environment, except for Lu Ming.

After a while, Lu Ming added: "The merit is merit, the fault is demerit, but merit and demerit cannot be equalized, merit must be praised, and demerits must be investigated. Of course, these so-called financial technology companies have their merits, and foreign banks do not I like to give loans to small and medium enterprises and individuals, but domestic ones don’t like it even more. It is these fintech companies that solve this problem. Their strength lies in this, but in essence, they also seize the business of lending usury. The fault lies in trying to escape Financial supervision depends on when these financial companies stop branding themselves as technology companies.”

This topic passed quickly, and soon we got back to business, Lu Ming continued: "The unicorns mentioned above, some are entering the digital space, some have already entered the digital space, they are fighting for the digital space era for our country. my country's new economy has actually begun, but the intuitions of many of our friends may not keep up with this entire great historical process. The so-called digital space specifically refers to computing power, algorithms, data, programs and artificial intelligence. Smart these."

After listening to this, netizens who eat melon expressed their understanding, and they commented that listening to the words of the first brother told everyone not to study finance, not to study finance, not to study finance!

To learn physics, mathematics, big data, artificial intelligence, etc., these are the real future.

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