my financial empire

Chapter 56 Meet and Go Together!

Su Yue stared at the changes in the market.

Considering the seven-day National Day holiday, there are huge uncertainties whether it is the performance of external market trends or the impact of domestic news. At the same time, the main lines of "military industry" and "infrastructure" will be adjusted, and other low-level main line concept sectors will rotate At the same time, the market does not have a strong sustainable money-making effect.

They still did not open new positions, maintaining a wait-and-see attitude with short positions.

Of course, even though Su Yue had no plans to open a position before the festival, he was still carefully observing the changes in the market, screening stocks with strong expected logic and speculation potential, and looking for possible post-holiday trading opportunities.

In his watch and stock screening.

At 3 o'clock in the afternoon, the stock index rose slightly by 0.26% to close at 2363.87 points in a slightly shrinking form.

Among them, the corresponding concept sectors and industry sectors of the main line of "military industry" closed down in an all-round way, and the core popular stocks, such as "Nantong Technology, Minfufa A, China Airlines Shenfei, China Airlines Heavy Machinery, Hongdu Aviation..." and other tickets, also all sold at The heavy volume fell sharply and the market closed, and the situation was adjusted, which is very obvious.

Due to the two trading days before the holiday, the market activity was not very high.

The Shanghai and Shenzhen 300 Index has always maintained a sideways state.

As a result, the profit and loss of the IF contract held by Su Yue did not change much in the past two days, only a slight profit of more than 51000 yuan, and the net asset value of the position rose to 166.39 million yuan.

After the market closed, Su Yue turned off his computer, packed his luggage briefly, and rushed to the Shanghai Hongqiao Airport.

Arrived at the airport departure hall.

Su Yue took the boarding pass, stored the luggage, and waited for about half an hour.

It was just now that Fang Wanqing, Jiang Shan, and a girl he didn't know arrived together, escorted by Chen Mo's car.

When Chen Mo saw Su Yue, a flash of surprise flashed in his eyes, he was slightly taken aback, and then turned to Fang Wanqing, and suddenly said: "Sister, so you didn't let my mother arrange the itinerary for you, and you didn't let Aunt Luo in Yuzhou I'm going to pick you up, and I don't even want to live at Aunt Luo's house...Is it because you have an appointment with someone else?"

"Don't talk nonsense, I just don't want to bother Aunt Luo." Fang Wanqing warned, "When Auntie asks, you are not allowed to talk nonsense, or let me know...I don't guarantee that I will return all your crap. You can continue to keep your mouth shut!"

Chen Mo replied with a smile: "Sister, don't worry, I promise I don't know anything, I didn't see anything."

After speaking, he nodded slightly to Su Yue, then waved lightly to Jiang Shan and the other girl before turning and leaving.

After that, several people stored their luggage, got their boarding passes, chatted and came to the waiting room.

And this time, after Fang Wanqing's introduction.

Only then did Su Yue know that the girl who was traveling with Fang Wanqing and Jiang Shan was named Jiang Mingli. She also graduated from the same university and majored in the same major as him, and she was also Fang Wanqing's roommate in college. A researcher at the 'Macroeconomic Tracking Laboratory' of the Research Department.

After graduation, you can directly enter the core department of Huaguo Investment Company.

Su Yue doesn't need to guess, he also knows that the other party's family background is not simple.

"I heard Wan Qing talk about Su Xuedi's views on the macro economy, which is very thorough." Jiang Mingli looked at Su Yue carefully with a smile. She was quite satisfied with the first impression, and asked tentatively, "I don't know what Su Xuedi thinks about this round of macroeconomics." The property market is loosened, and the country continues to choose the government-led investment to stimulate the economy and further promote the macro-strategy of urbanization and "new infrastructure" and "big infrastructure"? How do you understand the pros and cons of these policies for macroeconomic development? "

"Lily, you started to make things difficult for people right after you got up!" Fang Wanqing smiled and gave her best friend a white look, "Go on the plane first, we'll talk later on the plane."

With that said, Fang Wanqing pulled Jiang Mingli and Jiang Shan, and started queuing up to board the plane.

On the plane, waiting to take off.

Su Yue just replied on the topic raised by the other party: "In the famous economic debate at the beginning of this century, Mr. Lin proposed the strategy of 'government-led investment to stimulate the domestic economy'. It is useful and practical, but the hidden dangers of this strategy are also obvious.”

"Oh? What hidden danger?" Jiang Mingli asked hastily.

Jiang Shan, who was sitting next to Jiang Mingli, and Fang Wanqing, who was sitting next to Su Yue, also turned their attention to him.

Su Yue responded with a smile: "The implementation of government-led investment projects is always inefficient and cumbersome, the efficiency of capital utilization is not high, and there are various problems such as repetitive investment and repetitive construction. The problem is that in the early stage of urbanization, when the market demand is strong and the leverage ratio of residents is not high, the impact is not great.

However, when the urbanization construction reaches initial saturation, the leverage ratio of residents will obviously increase to a certain point along with the relevant real estate policies and the trend of housing prices.

Then, this strategy will have diminishing marginal effects on economic stimulus. "

"So, do you think the strategic concept of 'big infrastructure' with 'real estate economy' as the core should have a negative impact on the development of the macro economy?" Jiang Mingli was very surprised, "But at present, there is no other way than this. A more suitable strategy is conceived."

Su Yue smiled lightly and said: "Yes, it's just that it will be more difficult to implement, and the structural inertia of the macro economy is very large, so it is not easy to adjust, but anyway, I think this time For the sake of long-term economic development, it is impossible to loosen real estate, continue to focus on the "big infrastructure" strategy, promote further upward housing prices, and continue to increase the leverage ratio of residents.

Of course, due to the severe overcapacity in certain real estate-related industries.

And the net flow relationship of rural residents to urban residents.

At this time, it is useful to stimulate the macro economy with "big infrastructure" and "real estate economy" as the core, and it can also produce obvious results.

It is only after the residents' leverage is further pushed up.

Subsequent consumer demand will drop significantly.

And once consumption weakens, the marginal effect of government-led investment will diminish rapidly, and the real estate economy will no longer be able to stimulate macroeconomic growth. The macroeconomic situation will fall into a very difficult situation. "

"Well, starting from your idea..." Fang Wanqing listened to Su Yue's analysis, pondered for a moment, and responded, "There is indeed such a hidden worry."

"However, if we use foreign countries as a reference, the current leverage ratio of residents in our country is actually not high." Jiang Shan thought for a while and replied, "Loosen real estate, increase the scale of government-led investment, and accelerate urbanization. , so as to solve the serious overcapacity problems in industries such as steel, cement, coal, and nonferrous metals, and to reorganize and deepen the adjustment of the economic structure. At the same time, through the macroeconomic strategy of "New Era Road, Maritime Silk Road", open up external demand, It should be able to optimize and solve current economic problems.”

Su Yue responded: "Compared with foreign countries, the current domestic residents' leverage ratio can indeed continue to increase through the 'house price', but the consumption concept at home and abroad, especially the consumption concept of ordinary people, is completely different. The vast majority of ordinary people in the country will not go into debt to consume, and when they realize certain economic risks, the first thing they think of is to save frugally and further reduce non-essential consumption to deal with it.”

"What Su Xuedi said has some truth." Jiang Mingli had been thinking for a while before she responded, "Unfortunately, continuing to adhere to the line of 'government-led investment' and the development line of 'real estate economy' is already too much." It cannot be changed, but I hope that in the future, the external environment will be better, and the global economic strategy can bring more vitality to the internal economy, and resolve the hidden dangers and crises you mentioned."

While speaking, Jiang Mingli's sense of Su Yue became obviously better.

At the same time, there was a hint of admiration in my heart.

She is a researcher in the company's "Macroeconomic Tracking Research Office". She thought that her understanding of macroeconomics should be deeper than that of Su Yue. Unexpectedly... the other party's thinking and depth of seeing problems far surpassed her. It made her somewhat admirable.

Several people are friends of the same profession and industry.

Topics are relatively consistent.

So, during the chat, we continued to chat about the issues of macro economy and financial trading market.

At about 7 o'clock in the evening, everyone arrived at Yuzhou Jiangbei Airport.

Su Yue didn't tell her cousin that she had returned to Yuzhou in advance, and at the same time, she didn't plan to stay at her uncle's house at night, so she also opened a room at the Hilton Hotel where Fang Wanqing and the others were staying.

Several people arrived at the hotel and put down their luggage.

Although dinner was provided on the plane, everyone said they were not full.

Then, as a local, Su Yue had no choice but to take the three of them to visit the nearby Hongyadong scenic spot, take pictures, eat hot pot, and enjoy the night view of Liangjiang by boat. They played until about 11 o'clock in the evening before returning to the hotel.

The next day, after waking up.

After Su Yue had breakfast at the hotel, she sent a message to Fang Wanqing and the others, asking them to play around first.

Afterwards, he called his cousin, saying that he had returned to Yuzhou, and asked for the ward number of the hospital where his uncle was hospitalized.

After that, Su Yue found a nearby car rental company, rented a car, went to several gift shops, and bought a lot of gifts for his uncle.

Finally, just drove to the hospital.

When he entered the hospital, he entered the ward according to the room number his cousin reported to him.

I saw my uncle lying on the hospital bed, receiving an infusion, his hair was much grayer than the last time he saw him, and the wrinkles on his face were obviously deeper.

Seeing Su Yue, the other party was obviously stunned for a few seconds before reacting.

Then, regardless of the objections of his wife who was taking care of him, he supported the bed with his hands, sat up in a hurry, held Su Yue's hand very happily, and said, "Xiao Yue, are you back? Listen to me!" My sister said, you have developed very well in Shanghai, and you have joined a big company, which is very good... You have matured and become more and more handsome."

(End of this chapter)