But at this time...

After more than two months of crazy position building and increasing positions, all investment funds under the Bentayga Capital Group, totaling more than US$150 billion of new investment capital, have been fully distributed among high-quality stocks in the global stock market-related industrial chain, grasping these tracks with great potential for explosion in the future and the best bargaining chips.

It occupies all the initiatives and cost advantages of the secondary market in global capital and investment in these fields.

Of course...it's not just the secondary market.

In the past two months, the Market Investment Business Department of the Bentayga Capital Group has also been vigorous and decisive in the primary market. It has swept the global equity investment market with huge capital, and has made large-scale investments in unlisted startups in related industrial chains, spending almost US$10 billion in the group's accounts.

For the group fund department, huge investments in the secondary market.

Although the investment of US$10 billion seems to be small, there are more than 200 companies invested, including nearly one-third of the global related industrial chains and potential companies that meet financing needs. It is terrifying and shocked all well-known investment banks in the world.

"It's really crazy. In more than two months, there are more than 100 billion US dollars in position adjustment and investment."

Within Goldman Sachs, Kry Stover, who has not yet recovered from the serious blood loss of the Japanese yen exchange rate investment, looked at the investment market of the "smart phone industry chain" that has been enthusiastically sought after by capital from all over the world because of the "Bentayga Capital" group, and secretly sighed: "One step is wrong, every step is wrong. Now if you want to enter, it is difficult to catch up."

After the iPhone 4 product was sold in a hot spot, it successfully caused crazy purchases from consumers around the world...

No matter how slow the investment institutions are, they have already smelled the investment opportunities of "the mobile phone industry chain will usher in a new generation and intelligent transformation", and have great expectations and expectations for the "mobile Internet economy".

Under such a situation...

It is no longer possible for new institutions to gain cheap chips.

"It seems that Mr. Su has won another big bet in the group's strategic investment." Duncan Frigotdo, manager of the Market Investment Department of Goldman Sachs Group, stood beside Kry Stover, sighed, and said, "We are still hesitant. As the market share of smart phones has not progressed, we have not been able to stick to the closer layout."

"Hey... this person is really the pride of the capital market."

"From the subprime mortgage financial crisis, to the European debt crisis, to the Federal Reserve's Super QE plan, to the eve of the iPhone 4 launch, the curtain of smart phones and mobile Internet... It is incredible to do your best again and again, harvest global profits again and again, and create investment miracles."

“It’s really incredible.”

Kry Stover responded lightly and continued, "But now it's useless to worry about these things."

"From various analysis, the changes in the mobile terminal market and the future trend of the mobile Internet, with the continuous commercialization of 4g technology, are an inevitable development path."

"Although we missed the advantage of first-mover investment..."

"But I have to admit that this is the most likely direction of future technology. It is related to the basic life of the people around the world. It is a vast market of trillions or even ten trillions of dollars, which can give birth to countless giant companies and even many Microsoft companies."

"Under the development trend of the times, even if we miss the opportunity, we can only follow."

"otherwise……"

"In the end, you will only be thrown away by your opponent."

"Fortunately, the North American market is not easy to enter, nor is it competitive enough for an unlisted startup company, equity investment market, and the institution of Bentayga Capital."

"Silicon Valley is still the cradle of future technology and a paradise for market investment."

"We have to increase investment in this area next, and... promote mergers and acquisitions from relevant industry giants in this area, help them become bigger and stronger, and strengthen their moat when new changes in technology emerge."

“We fell in the secondary investment market.”

"But we still occupy the world's top resources in the first-level equity investment market, and can spawn countless listed companies from startup companies."

"Huazi wants to master the pricing power of the capital market...at least at the current stage, it is still a dream."

Duncan Frigordo nodded at the command of Kry Stover and said, "The President is right. It is a world-class investment opportunity of trillions or even ten trillions of dollars, so we don't fight for a long time. Although we have lost the initiative, we still have countless investment opportunities on these main lines."

"I will ask the team of the Market Investment Department to increase the research and investment efforts in this area."

“Explore more potential enterprises.”

At the same time, most Wall Street institutions that had previously hesitated, continued to join investment and follow-up in these fields after reflection, further increasing the valuation of market targets in these fields.

Even Eiger Laard, an investment manager under the US Capital Group, is a well-known fund manager who violently mocked the investment logic of the Bentayga Capital Group in the early stage.

At this time, I had to give up my original idea with a slap in my face.

Joined the team to follow the trend and grab stock chips related to the "smartphone" industry chain, and constantly carried the sedan for the "Bentayga Capital" group that entered the market in the early stage.

domestic……

Because iPhone 4 has not entered the domestic market, consumers have not received the physical product, and the 4G license has just been issued, the three major operators have not yet launched 4G related packages.

Everyone’s intuitive feeling about this “smart phone” craze sweeping over and completely replacing the “feature phone” market.

Not that intense yet.

This has led to investment institutions paying close attention to the concept of "mobile smart terminals" and "mobile Internet" that have been speculated abroad, but they have not devoted themselves to it.

Of course... because of the radical investment behavior of the Bentayga Capital Group and its huge influence.

The A-share market has still triggered continuous hot speculation, which has once again sent 3,000 points to the Shanghai Composite Index, which has fallen for about half a year, to 3,000 points. The ChiNext Index, which has been listed for less than a year, has jumped from the abyss of dark drops, setting a new index since its listing, and becoming the strongest index among the three major indexes.

"The ChiNext and SME stocks have become the stock pool with the highest profit effect in the past two months."

"Can the next wave of bull market be mainly the ChiNext and SME Board?"

"After all, it's a new economy and a new concept. It seems that the "Bentayga Capital" Group's position increase field is also in these aspects. The next wave of main market is really possible that the SME Board and the ChiNext will lead."

"You can tell by looking at the fund aggregation effect."

"In the past two months, Shenzhen has been strong and Shanghai has been weak, and the big blue chips... have indeed been abandoned again."

"Listen to foreign media reports, the Fund Investment Department of the Bentayga Capital Group has increased its global position by more than US$150 billion in more than two months, and has invested in electronics, information technology, mobile phone industry chain, Internet and other fields on a large scale. It can be said that it is fully embracing the new economy. Mr. Su's investment vision has always been admirable. I think there will be no mistake this time."

"A billion-dollar investment..."

"Prove this direction, it must be the general direction in the future. Just invest with it. I think... I will definitely make money."

"But these things, let alone the bull market in 2005, 2006, and 2009, have not performed at all, and have not outperformed the market in the past seven or eight years. Is it really the direction of the future?"

"I still vaguely remember the time when the global Internet bubble burst around 2000!"

"There should be nothing wrong with big institutions thinking so. After all, their macro analysis capabilities are much stronger than ours. Besides... I believe in Mr. Su, there is nothing wrong with that."

"There are many targets, which one should I choose?"

"I heard that Apple's new products are sought after in the North American market. Within less than two weeks of listing, it has fully detonated the mobile phone market, and there are endless purchases of buyers in line. This should be beneficial to the entire 'smart phone industry chain'. I think domestic companies and companies that can enter the related industry chain can be patiently held."

"Can you subvert Nokia's dominance? It's impossible!"

"Of course this is impossible, but at least it can promote the market's mobile phone replacement trend, or prompt Nokia, the giant, to change its original strategy. Regardless of whether Apple can challenge Nokia, I think the 'smart phone' will definitely be a major trend in the development of mobile phones in the future. The stocks in the related industrial chain, future performance, and imagination space should not be bad."

"I think it's true to see it, but it's false to hear it. I'll talk about it after I get the iPhone 4 trial..."

"The current market, the speculation of related concept stocks has increased a lot compared with the previous two months, and has generally risen by about 30%. If you buy at a high level at this time, you will always feel like you take over."

"It's really the main market of the industry sector, 30% is nothing."

"If the mountain peak is 5 times the space or 10 times the space, then the bottom is 100%, which is only at the foot of the mountain."

"Where does it come from 5 times, 10 times the space? It's not the bull market in 2006, 2007, now... all kinds of crises around the world are constantly in a state of sluggish macroeconomics, and there is obviously a demand for a second bottoming out. Anyway, I'm not optimistic, unless the Shanghai Composite Index falls back to 2,000 points, and then I will enter the market."

"Sink back to 2,000 points? Do you still have to live?"

"If the global economy really bottoms out for the second time, it's nothing strange. I'm pessimistic about the future market."

"The 2,000 points after the stock market expansion will be more serious than the consequences caused by falling below 1,000 points in 2005. It is obviously impossible. If it really reaches that point, it will definitely be another global financial crisis."

"The pursuit of stocks in the 'mobile phone industry chain' has been crazy. Apple's stock price has risen by nearly 50% in the past two months."

"The trend has become obvious, but you still can't see it. Then you deserve to be in a life of making money. Wait... You keep waiting, wait for another month or two, and I think you have to be at a higher position and enter the market to chase the high."

In the heated discussion that market sentiment has not fully recovered...

The following domestic market trends, with the increasing sales of iPhone 4 becoming more and more fierce, and global capital further pursues industry-related investments, breaks away from the expectations of some people, keeps up with the international situation, and further goes higher.

Among them, individual stocks in the mobile phone industry chain continue to be rapidly attacked by funds, and a few stocks have been in a row doubling trend.

It was hyped by hot money and institutions.

After September, when Mobile launched its first 4g user package and when iPhone 4 was launched in China, consumers intuitively felt the power of this product for the first time.

For a time, even more craziered buying behaviors and capital market investment behaviors.

In the domestic market, it has been staged rapidly.

The valuations of related entrepreneurial companies instantly flew into the sky, and the stocks of related listed companies, whether A-shares or H-shares, were subject to more intense speculation from capital.

And at this time...

Within the Bentayga Capital Group, Su Yue has completed all the layout, leisurely watching the global turmoil and global capital institutions, constantly carrying themselves and increasing their investment profits.

In just a few months...

The fund investment department of the Bentayga Capital Group is the layout of the global stock market and related industrial chain stocks.

The overall profit situation is almost doubled, which means that the total market value of each fund has soared by more than 100 billion US dollars compared to the beginning of its intervention in May, which is comparable to the Japanese yen exchange rate battle.

The off-market premium valuation of related funds... has risen even more, and compared with the previous net value announcement, it has generally premiums of more than 350%.

It can be said to be an OTC market, an unprecedented event.

"The Chairman, the information received from various departments, New York Stock Exchange, Harbor City Exchange, Tokyo Stock Exchange, London Stock Exchange... All major exchange centers around the world have sent us invitations." Chen Yuhe reported, "They hope that our closed private equity hedge funds of Bentayga Capital Group can be listed on their exchanges. We hope that our investment results can benefit more investors around the world and better promote the development of the global financial market."

"On the secondary market?" Su Yue was a little surprised when he heard the news.

Chen Yuhe nodded: "The public listing of derivative securities of closed-end funds is not uncommon in the global financial market. In fact, this can avoid the disorderly speculation of the current over-the-counter market for the relevant fund share contracts of our group. However, after listing... the relevant disclosure conditions will be relatively strict."

Su Yue thought for a while and said, "Say it's meaningless to us."

"The over-the-counter market does not have to curb and eliminate the disorderly speculation of the fund share contracts related to our group, and it is not necessary to use the public listing of issuing derivative securities to curb and eliminate it."

"Besides... these guys don't have any kindness."

"After going public, the group's future investment movement will be easier to be investigated."
Chapter completed!