Chapter 862: Chapter 356: The Low-Key Teacher Han

Han, the teacher from the production team, didn’t rest for long. After taking a sip of water and waiting for everyone’s enthusiasm to brew for a while, he continued with the next set of plans.

"Holding stocks of the five major banks for the long term is a conservative plan; it doesn’t seek explosive growth but prioritizes safety and stability.

The plan I’ve prepared for risk-neutral investors is based on my judgment of the stock market’s future trends. It’s a medium-risk, medium-return, and one-and-a-half-year cycle compound investment plan.

Compared to long-term dividends, it may not necessarily outperform in final returns, but the required holding time is shorter, indirectly reducing our operational costs.

You might not know that Zhongmei’s two products, Supernova One and Sky One Fund, are short-term funds with a closed period of only eighteen months.

Some friends asked me, why set such a short period?

To answer this question, it involves my overall assessment of this market trend.

OK, everyone can start taking notes now."

Han casually flipped the PPT page, and three large-font questions appeared on the screen.

One, what are the reasons this bull market will definitely arrive?

Two, what characteristics does this bull market possess?

Three, how long is this bull market expected to last?

Han’s voice suddenly turned cool and calm, conveying an objective, neutral, and composed listening experience.

"The existence of this bull market is an industry-wide consensus, with few disagreements, mainly concentrated on time, magnitude, structure, and other aspects.

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

But I believe that after hearing my reasons, you will definitely trust my judgment.

First, a bull market must have external economic environment support.

That is: the overall economic environment’s improvement, most listed companies’ rapid profit growth, new industries driving a new round of booms, new themes opening vast imaginative spaces...

Some time ago, I gave a small lecture at Shanghai Foreign Studies University, briefly outlining the impact of the new era.

What is the new era?

The era of mobile internet.

Where is the new era?

Right before our eyes.

Today, Magic Capital has fully launched 4G communication, and you should have already felt the difference.

This is a brand new experience, 8 to 10 times faster than the PC era in all aspects.

If I hadn’t disabled your phones, if you opened WeChat and pointed it at me right now and started recording, in about 3 seconds, you could send a complete 10-minute video to your friends.

What does this mean?

The convenience of information dissemination has greatly increased, moreover, the information we spread at the first moment is of very high density—

Previously, you had to organize the content from your notes, form a text summary, and then share it with others.

Now?

It’s just a video share.

You can even start synchronous live streaming, directly expanding the audience to thousands, ten thousand, and even millions.

Unlimited by space, unlimited by regions, comprehensively covering life circles, work circles, entertainment circles, even domestically and internationally.

What does this mean?

It means the disruptive transformation of entertainment interaction.

Mobile games, live streaming, short videos, mobile binge-watching, fast shooting and fast sharing, personal podcast era, life fully transitioning online, smart devices, network services, the Internet of Everything...

As mobile hardware improves, the power of ’sharing’ will no longer be exclusive to elites. The cost of sharing will get lower, and every ordinary person will become an information output terminal, rapidly expanding the mobile internet’s territory.

In this information revolution, a plethora of new ecosystems will rise, bringing vast earning prospects and imaginative spaces to related listed companies.

Companies making profits will reflect on their stock prices—they have to rise.

The enthusiasm of stockholders is already gathering momentum, and the monster stocks like Zhongqingbao, Palmjoy, and Wangsu have fully proven this point, and the dividends of the new era are far from being fully released.

Second, a bull market also needs solid capital support.

Regarding this issue, we can actually think about it in the context of the real estate sector’s loan restrictions.

By the end of last year, the broad currency supply had grown by 13.6% year-on-year, reaching 110.65 trillion yuan. Meanwhile, real estate loan restrictions are intensifying, leaving a large amount of money without a place to go. Ultimately, where will it flow?

Last year, quite a few companies in the A-share market emerged from the previous crisis, with profits beginning to recover and frequent high dividend transfers. Yet why was almost no one shouting about the arrival of a bull market?

Because mid-last year, a severe money shortage occurred in the financial market, and we clearly realized that only monster stocks could appear in the stock market without the foundation to spark a major trend.

No money, what bull are we talking about!

But looking at this year, if the fundamentals continue to improve, do we have money to throw into the stock market?

I think not only do we have it, but it will be plentiful.

All of you present, except for those involved in real estate, are holding onto idle funds that you can’t invest, and you know it best, right?

So, the bull market will definitely arrive, and it’ll be this year.

Earlier, I mentioned a timeline to everyone—my next lecture should be around July to September this year.

Why?

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

At the same time, the national mid-term economic data published in early June, and the monetary policy announced by the central bank from late June to early July are two other major influencing factors.