Special topicJiligame3com2024 fund high-quality development conference: 100 big names gathered to discuss new investment opportunities

On May 18, the high-quality development conference of Sina Finance 2024 Fund opened ceremoniously! Regulators, top economists, more than 20 heads of public funds, nearly 100 fund managers, and nearly 30 popular financial executives gathered in Pengcheng to talk about the development of the fund industry and new opportunities for fund investment.

The theme of this year's fund high-quality development conference is "helping new quality productive forces to go for high-quality development". Under the guidance of the "New Nine articles", the capital market has become a key platform for enterprises to finance and promote economic transformation, while new quality productivity is the core driving force for economic development to high quality, high efficiency, fairness, sustainability and security. At this event, Dou Yuming, Wang Fan, Qi Bin, Wang Yiping and other bigwigs in the asset management industry; top economists such as Liu Yuhui; seller research bigwigs such as Guo Lei and Liu Chenming; Liang Xing, Wang Qunhang, Li Wenliang and other big names in research attended the scene, and 100 important guests gathered together to witness the honor of the industry, discuss the future investment trend, and think about how to help the new quality productivity!

Wang Zhongmin, chairman of Shenzhen Institute of Financial Stability and Development and former vice president of the National Council of Social Security Fund, attended the meeting and said that for the financial industry, fund industry, and investors, cloud management on the B side of TO has produced two very important concepts, "semi-managed mode" and "fully managed mode".

Wang Zhongmin pointed out that in the financial field, the services provided by Silicon Valley commercial banks are completely different from those of our joint-stock commercial banks.

With digital assets and digital equity, can you trust it for free? Originally, we only managed ordinary financial assets, but now we are comparing who can trust today's small assets without valuation, which will become a large number of equity-side assets after digital assets are put into the table in the future. You are the logic of hosting today, so you can make different scenarios and data drivers of assets play a full-chain role.

However, if we use the semi-escrow mode to host all the things in the financial industry chain, how to manage the cash flow? Cash flow shows not only operating cash flow, but also capital full-stack cash flow management under the whole capital project and asset equity reconstruction, including whether to pay dividends or not. We find that with the advent of the era of artificial intelligence, the logic of dividend sharing has changed.

Operating cash flow is what the company gives to other factors of production. I only earn the capital appreciation of the assets. What do I earn from the assets? Originally, when OPEN AI set up the company, it used a non-profit company, and investors' capital did not pay dividends. Today, we use dividends as a tool. If you can pay dividends in advance, excess dividends and false dividends, if you trust this part of the full capital cash flow, you have no free space, and it will be different according to the division of labor logic of social capital management. At this time, we find that if the market falls, you review equity. If you don't write off, you are deceiving the market. We put more emphasis on the supply chain in this chain. If China's Apple industry chain and Tesla's automobile industry chain, there is only half a year of accounts payable in supply chain finance, if less than half a year, the credit management and cash flow management in supply chain finance alone will have a great impact on the company's equity and rate of return today, which is accomplished by our original fund industry and changing our business format.

I call this mode fully hosted, and we still have a lot to do with TO B cloud services. The cloud model for things on the B side of TO can discover new markets and new logic. Look at the AI era from the perspective of investors, use services to find the most manageable, reduce your costs from 50% to 99%, and double your income from 80% to 100%. Cloud services are the main logic that great changes have taken place in the AI era.

No IP, no entrepreneurship; no source, no ecology, cloud management opens up a new era of management rights and interests investment, thank you.