Chapter 175 Veto, Veto, and Veto
Li Feng didn't say anything, but walked to the bed, picked up the remote control, turned on the TV, and clicked on a video of "76 Days of Fighting the Epidemic", which made people burst into tears.
After the outbreak, the heroic people of Wuhan directly sealed off the city to control the spread of the epidemic.
At the same time, they built the Huoshenshan and Leishenshan hospitals in just ten and twelve days respectively, and launched a desperate battle against the epidemic!
When one side is in trouble, all sides will come to its aid.
There is a shortage of medical staff in Hubei.
Provinces and cities across the country have come to support Hubei. Heilongjiang, Shandong, Beijing, Hebei, Tianjin, Shanxi, Zhejiang, etc., a total of 19 provinces and cities, have sent a team to support Hubei's fight against the epidemic. They carry masks, alcohol, goggles, protective clothing and other medical supplies, and rush to the front line of the fight against the epidemic!
There is a shortage of daily necessities in Wuhan.
Provinces and cities across the country rushed to help. Jilin sent ginseng and honey; Xinjiang sent apples, onions, and naan; Qinghai sent cordyceps and yogurt; Liaoning sent cabbage and fruit; Tibet sent yak meat and mineral water; Shandong sent vegetables, steamed buns, and Spanish mackerel dumplings; Gansu sent potatoes; Guangxi sent snail noodles...
There is a shortage of logistics personnel in urban areas.
JD.com couriers and postal delivery drivers are fighting on the front lines, regardless of the dangers they face...
With unity, we can stand firm.
Finally, the epidemic was brought under control in mid-March, and Wuhan was lifted from lockdown on April 8.
The video shows the countless most beautiful people going against the tide during the epidemic, which makes people feel passionate and tearful. The Chinese people are truly a great people, and only the Chinese people can unite as one and defeat the virus with a latent period of half a month.
After watching this video, Lin Menghan and Zhao Xinyue's eyes were unconsciously filled with tears.
There is no such thing as a peaceful life in this world. It’s just that someone is carrying the burden for you!
"Controlling the source of infection, cutting off the route of transmission, and protecting susceptible populations are the keys to preventing and controlling the epidemic. From what we can see now, this sudden outbreak has basically ended in China, but it has just begun abroad."
Li Feng broke the silence in the room and said, "As long as we take care of ourselves and don't cause trouble for Guo Jia, let's discuss how to trade stocks and what stocks to trade during the normalization of the epidemic."
"Menghan, I see you've been at home doing nothing these days, often analyzing the market, so you can go ahead and talk first."
Li Feng paused the video and brought the two back to their senses.
Lin Menghan sorted out his thoughts and slowly analyzed:
"As the epidemic becomes normalized, profits in many industries will decrease significantly compared to last year. I suggest focusing on consumer stocks, such as soy sauce, supermarkets, pork, and liquor. These are essential needs, and people still need to eat and drink even when they are staying at home to prevent the spread of the virus."
"Especially in the liquor sector, the leading Kweichow Moutai has once again broken through 1,000 yuan and exceeded its share price on January 23... I recommend investing in liquor stocks."
"Consumer stocks, especially liquor stocks, are good, but the prices are also very high. At this point in time, they are not the best choice. Xinyue, tell me what you think..." Li Feng shook his head in denial and looked at Zhao Xinyue.
"That's easy! Performance is king! The epidemic has become normalized, and we need supplies to fight the epidemic. Masks, gloves, protective masks, and protective suits are the bullets in the fight against the epidemic. Let's choose stocks in these industries."
"Look, Wuling Hongguang and BYD are both producing masks and disinfectants. I heard that investing in a mask machine can make hundreds of thousands of yuan a month! Here, a disposable mask costs more than one yuan and you can't even buy it. The cost is only a few cents. Huge profits!"
Zhao Xinyue picked up the child and continued, "Besides, you see, overseas, there's a shortage of anti-epidemic supplies. They either fly over to our country to buy them, or we fly over to our country to deliver them."
"That won't work. Our country is a fully industrialized nation. Once we recover, the masks we'll produce could circle the earth hundreds of times... This is just a temporary windfall, it won't last much longer. Investing in it now would just be a foolish attempt at technological speculation."
Li Feng waved his hand in rejection.
Beside him, Lin Menghan pondered for a moment and continued:
"Could it be an investment in a 'tightwad' scheme? Every time our Guo Jia encounters an economic crisis or an undervalued economy, they always invest heavily to boost growth. A typical example is the 4 trillion yuan stimulus package in 2008... In that case, you could consider China Railway Group, China Railway Construction, China Construction, or Conch Cement..."
"Impossible!" Li Feng firmly denied. "The overcapacity caused by the 4 trillion yuan stimulus package is still being cleared... This has been stated many times at the Central Economic Work Conference. Adhering to supply-side reforms, it's impossible to expand production capacity again!"
"Then what to invest in?" Zhao Xinyue was puzzled and said, "Are you going to invest in stocks that have been damaged by the epidemic? Buying the dip? Then you have to buy highway stocks, airline stocks, and airport stocks, such as Nanjing-Shanghai Expressway, China Eastern Airlines, and Shanghai Airport..."
"No, no one knows what the epidemic will be like in the future. We can't stand under these dangerous walls!" Li Feng continued to object.
"Could it be a tech stock?" Lin Menghan's eyes lit up as he continued his analysis.
"Logistics efficiency has decreased, and everyone is spending most of their time at home, but the internet hasn't been disconnected. Online traffic has surged, and many dormant stock accounts have been revived. This will definitely lead to a surge in the prices of internet stocks like Oriental Fortune and Tonghuashun!"
"Don't invest in tech stocks. Besides, although Oriental Fortune and Flush have seen significant growth in performance, they are still undervalued and the opportunities are not big enough..." Li Feng shook his head and denied it again.
"This one doesn't work, and that one doesn't work either. Which one will work? Do you want to invest in real estate stocks? Or bank or insurance stocks?" Zhao Xinyue thought of the only possibility.
Li Feng rejected it without hesitation.
"That's even more impossible! Due to the pandemic, domestic monetary policy has been extremely loose, and interbank interest rates have plummeted instantly. This is a huge negative for bank stocks, not to mention the loan quality issues caused by the pandemic, not to mention the problems with real estate stocks."
"As for insurance stocks, they're even worse off. Not only has the expected yield on 10-year Treasury bonds dropped from 3 in 2009 to around 2.6 this year, but even the 750-day moving average for 10-year Treasury bonds is trending downward. Furthermore, the pandemic has directly led to a decrease in foot traffic, and people can't interact face-to-face. How can they sell insurance? The pandemic has dealt a double blow to insurance stocks!"
The only sector that came to mind was also rejected by Li Feng. Zhao Xinyue racked her brains but couldn't think of any other sector to invest in.
Lin Menghan frowned and couldn't think of any other sections.
Seeing this, Li Feng earnestly persuaded and said:
"This crisis is comparable to the 2008 global financial crisis and the 2001 dot-com crash..."
"Such a huge crisis, but it also breeds huge opportunities. We can't invest in consumer stocks, news stocks, theme stocks, stingy stocks, etc. These stocks, if done well, will only double, or at most double, the return. But the sectors I'm talking about have the opportunity to at least triple, and even tenfold!"
"This is a major opportunity to take everyone's assets to the next level! It's even greater than the bull market of 2015! If we don't seize this opportunity, we'll be truly unworthy of our stock market life!"
"What opportunity? Tell me quickly!" Zhao Xinyue couldn't help it. She held the child in one hand and tried to twist Li Feng with the other hand.
Li Feng was looking out the window. The door in his mind, which had been sealed for over a decade, slowly opened...
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