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I'm already exhausted after the New Year, totally worn out.
All strategic sectors are accelerating on top of acceleration.
Aerospace basically requires you to bring the SPA signature page to meet with project parties.
From meeting to fund transfer is basically 2 weeks.
Miss the window and it's goodbye, or valuations double overnight.
Quantum projects can stretch decision-making to 1 month.
Valuations have already skyrocketed.
Various exchanges post-New Year have started visiting strategic sector projects.
Not CEX, but Hong Kong Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, Beijing Stock Exchange.
Frantically grabbing projects, rolling out policies.
The fifth batch of STAR Market rules for various sub-sectors, the ChiNext launching its fourth batch.
Hong Kong Exchange further loosening + reform.
Structural liquidity overflow + the window period where tech project secondary market isn't yet unlocked.
Everyone has become "guts matter more than Tsinghua/Peking credentials."
Thick-browed top-tier fund managers and beautiful MBAs from business schools.
Frantically setting up specialized funds.
Balance sheet reporting and IRR have exceeded mainstream cognition.
In slower-moving sectors,
Both investors and projects lack the leverage of this era.
The train moves too fast.
Even jumping on is hard.