Future chat group

Lei Hao can be sure of one thing. The market before the close on the 19th was that the market fluctuated and rose within a narrow range. And because he was optimistic about the banking sector recently, the news that appeared in his colleagues also analyzed this sector. He also knew that the market in the banking sector was small. The fact of falling.

The index rose, but then the banking sector fell slightly. What does this mean? This means that other sectors have contributed a lot to the index. As long as funds are transferred outside of bank stocks and distributed according to a certain proportion, the profit figures will exceed the increase in the index.

This is a very simple calculation question, but Leo and Yu Rong don't think so. In the short minute or two they were waiting for Lei Hao, they had already taken the time to see the latest information.

The chairman of the China Securities Regulatory Commission came out and shouted about strengthening supervision. What does this mean? It was a warning to those illegal long-selling funds. Everyone immediately understood that the country hopes that the stock market will stabilize or even fall slightly next week. The reason is that it is afraid that the stock market will overheat and cause blind investment.

The boss has spoken, and the younger ones must understand the situation. If you don't understand the situation, then if others do, the index will still fall, and won't you lose money?

In addition, the stock market has been continuously rising recently, and the index has been pushed up to this position. In fact, it is accumulating downward pressure, and the policy side has not been very good. Everyone should listen to the boss and sell some stocks quickly.

This is a game of psychology and strength. If there are many people who choose to go short and the power of shorting is strong, it is normal for the stock market to fall in response, and vice versa.

"Manager Lei, I think it is the right choice to step away at this time. It is not very suitable to transfer funds." Yu Rong, as an analyst, first said: "There are not many high-quality stocks in the market now. If Put them into the model, and the alarm will definitely sound one after another..."

"I agree with Yu's opinion, but I have a different view. Now should be a good time to go short. We can..." Leo added his lips. He was quite gambling and directly suggested to go short with the trend, and to go short with a full position.

"The market doesn't have that much supply," Yu Rong retorted.

"Don't be afraid, I have a way. Lei's project team already has 300 million chips. On this basis..." Leo said enthusiastically, but before he could finish his words, he was interrupted by Yu Rong: "Leo , you have to know that we only have one identity ID, and that is the Thunder No. 1 Collective Asset Management Plan."

"OK, I can do something with an account." Leo wanted to express his opinion again.

Listening to Leo's words, Lei Hao had to give a thumbs up for the opponent's strength.

Lei Hao was sure that Lan Shijie and Zhao Lichen didn't have the strength or confidence to perform many operations, but they seemed to be commonplace here in Leo. If this guy wasn't too gambling, he wouldn't be perfect.

But Leo's tone was wrong to begin with. Lei Hao had already said that he was going to transfer funds. That meant he was not shorting the stock market. What the hell was going all out to be short? Just do your best to go long.

"Leo, I am bullish on the market and bearish on the banking sector." Lei Hao said to Leo: "Short selling is impossible."

"No, Lei, okay, BOSS, we still have something in common. You are short on bank stocks, and I am short on all stocks, then... we can short bank stocks." Leo winked, indicating that he and Lei Hao stood together.

Yu Rong also nodded. Since everyone is short on a certain sector, don't invest in areas where you have different opinions. Directly transfer money to places with the same views. This can greatly increase the success rate.

"No, I want to go long." Lei Hao shook his head and said with a smile: "I am short on bank stocks, and I think the index will rise. So... how much profit can the decline in the banking sector bring me? It is definitely not as good as investing in The market holds as much as other stocks."

Leo and Yu Rong glanced at Lei Hao and then said nothing. Of course they knew this fact.

But, manager, do you really want others to expose you? Don’t you see that we don’t agree that the market outlook will rise?

"Maybe, I can..." Leo rolled his eyes, thought of something, showed a bright smile on his face, and said to Lei Hao: "Lei... BOSS, you are optimistic about the market outlook, right? How about we take a gamble? "

"Leo, if I remember correctly, you still have four weeks to go." Lei Hao was speechless.

"Lei, don't worry. I, Leo, am a cowboy who keeps his word. I will definitely try my best to work for you within four weeks." Leo patted his chest and said, "But you have won for four weeks." , you have to give me a chance."

"OK." Lei Hao agreed casually. Looking at Leo and Yu Rong, he slowly came up with his own ideas. If he wanted his subordinates to agree, he had to convince them.

"I'll keep you for...four weeks." Leo said mischievously.

"You can bet for four months if you want. We'll base it on the market price from Monday to Thursday. If it goes up, I win. If it goes down, you win. But you have to follow my command, okay?" Lei Hao looked inside. Oh, with a look of confidence on his face.

Leo nodded repeatedly, already regretting why he didn't bet bigger.

However, Yu Rong is a little worried. He is known as the god of bad luck and loses money wherever he goes. This is of course not because his analysis is unreliable, but because when his analysis is correct, the leader will always fail to adopt it for some reason. Opinion.

Is Lei Hao like this again? Is there no day to turn around?

All day long, Yu Rong and Leo were there analyzing various sectors and individual stocks. On the plane to Yangcheng in the evening, they were still whispering to each other, talking about how funds should be distributed.

Whenever Leo and Yu Rong had a dispute, Lei Hao would come out and express his opinion, but when it came to actual analysis and selection, Lei Hao couldn't keep up with the two people's thinking. Just the sentences in Yu Rong's mouth and Leo's The professional English words in his mouth are enough to keep Lei Hao "cold".

But Lei Hao also has his huge advantage. He has read the short analysis report released on the 19th, and used part of the results to reverse the process. He will definitely be able to see many things that others have not seen.

On the morning of May 16, during the meeting, Lei Hao introduced Leo and Yu Rong to the project team and others, announced the next phase of work, and then distributed the plan jointly developed by him, Yu Rong, and Leo. To the project team members, everyone immediately started working on their respective duties.

Returning to a familiar place, Lei Hao was in high spirits. Here, he seemed to be the emperor. Leo, Yu Rong, Zhou Junyun or Lan Shijie must all obey their orders.

At 9 o'clock, everything was ready and everyone entered their respective positions. Lei Hao still stood behind the trading area and said to Zhao Lichen: "Offer."