Future chat group

Lei Hao received information about the real estate development sector on the 9th and 10th respectively. Both times, his colleagues complained about the poor market conditions of real estate stocks. Therefore, he can be sure that at least before the 16th and 17th, that is, this The real estate development sector is bearish this week.

Some time ago, Zou Yanrong objected. Lei Hao could directly explain it with "feeling". It was because the futures market moved too fast and he was not in the mood and had no time to explain. But this was not possible when facing Zhou Junyun.

Zhou Junyun's professional ability is too strong. Among other things, he has held many training courses. Even people like Qiu Yuting and Qiu Yuhua have to call him Teacher Zhou. There is no need to elaborate on his experience and ability.

Lei Hao paid so much salary because he not only felt that Zhou Junyun could be of great help to the project team, but also wanted to learn something from him. In this case, he naturally needed to think carefully when answering.

"...To sum up, I think the central bank may release funds within one or two months. By then, the real estate development sector will be one of the sectors that will benefit the most. If we enter the market and go short now, the risk is too great." Zhou Junyun casually mentioned a lot of arguments, and the arguments he came up with were the biggest refutation of Lei Hao.

"Within a month or two? That means Mr. Zhou was not optimistic about the real estate development sector before the news was released?" Lei Hao asked.

"Well, its short-term trend should be downward, but this argument is not 100% certain. If you go short, the gains outweigh the losses." Zhou Junyun said briefly. He received a fixed income, and what he said to Lei Hao was actually just fulfilling his duty.

Lei Hao didn't dare to talk too much about professional things to Zhou Junyun, and the other party's remarks just now were so impeccable that it was difficult for him to find anything to refute.

But there is one thing that Lei Hao can take advantage of. Zhou Junyun predicts that the central bank may release funds within a month or two. By then, the stock market will definitely be prosperous. What about before that? Maybe it's because the Greening Bureau is so powerful and domineering that there is a reason to be short.

"Mr. Zhou, what I want to know is, from a technical point of view, what do you think of the ultra-short-term market situation in the real estate development sector?" Lei Hao asked.

Zhou Junyun did not lie. He told the truth: "The possibility of a decline is greater than the possibility of an increase. If all variables are included in the calculation, the ratio of decline to increase is about 6 to 4, but the space cannot be too large."

"That's enough. You are bearish in the ultra-short term, and I am bearish too. We are shorting it. It is a very correct choice." Lei Hao said that the hero has the same view.

"But what about the fundamentals? If the fundamental variables are included, even in the short and medium term, it is at least flat." Zhou Junyun said.

"Taking into account the fundamentals, is its ultra-short-term market bullish or bearish?" Lei Hao asked with a smile.

"Bearish, small drop." Zhou Junyun was speechless. What else could he do when he encountered such a stubborn leader? Only to persuade again: "My opinion is that taking into account all factors, including technical, fundamental and other factors, shorting the real estate development sector is too risky and the returns are too small. We should avoid this risk."

"I still want to go short, just for one week. I will short it this week and clear it on Friday." After Lei Hao said this, he saw Zhou Junyun making a gesture indicating that he was willing to hear the details, and he immediately felt a little nervous.

After looking at Zhao Lichen, Lei Hao thought for a long time before analyzing: "As you can see..."

Lei Hao carefully expressed his opinion, and then he saw Zhou Junyun frowning from time to time, and his heart was suddenly agitated.

Fortunately, Zhou Junyun still gave Lei Hao face. After Lei Hao finished speaking, he pointed out the mistakes in very tactful language, and then quoted scriptures and used various professional knowledge and experience to explain these mistakes. It can be said that he was teaching Lei Hao step by step. .

Zhou Junyun pointed out many errors and omissions in his words. Lei Hao felt a little hot on his face, but he would never let go of such a learning opportunity. From time to time, he would ask questions about things he didn't understand, and Zhou Junyun would answer them all.

"Mr. Zhou slowly said, you smoke." The more he listened to Zhou Junyun's explanation, the more Lei Hao felt that he had benefited a lot. Unknowingly, he switched his position to the role of a student, and even helped Zhou Junyun light cigarettes and pour tea.

"Oh, it's over. Manager Lei is too polite. You are the boss, you can't be like this, you can't be like this." Zhou Junyun was very pleased, but he did a good job on the surface. He also knew Lei Hao's purpose. Suddenly I think this job is really exciting.

Not only could he be a project manager's teacher, but he could also get double his salary. Zhou Junyun was so happy that his beard almost stood up.

"Yes, Mr. Zhou, please continue." As long as you can learn something, don't be shy. Lei Hao never thinks there is anything difficult to choose between the two.

Lei Hao studied hard, and Zhou Junyun also became interested. The lecture lasted for nearly an hour, until Zhao Lichen, who was sitting next to him, almost fainted. All three of them smoked half a pack of cigarettes.

"You see, so the risks and benefits of shorting the real estate development sector are disproportionate. We are engaged in securities investment, not securities gambling." Zhou Junyun said with a dry mouth and finally concluded.

Lei Hao was very happy. After Zhou Junyun's explanation, he could understand many things that he had only half-understanding before. If he added some practical operations, he would definitely be able to fully absorb them, and he would not be able to remember the new knowledge. It's okay to live there. He can go home and check the information. He can still ask Zhou Junyun later.

It's just learning. Lei Hao will not give up his plan to short the real estate development sector. With future information, his plan is to make a profit. If he doesn't make money, he can just go home and farm.

"There are still some things that I don't quite understand, but I probably understand. Mr. Zhou is really knowledgeable." Lei Hao flattered him a little, then regained his momentum as a project manager and said with a smile: "But I still want to go short. "

"Ahem, cough..." Zhou Junyun thought that Lei Hao could "return from the lost path", but he never thought that after wasting so many words, his efforts were in vain. He almost choked to death on the cigarette.

"Mr. Zhou, please don't get me wrong. It's not that I think you are wrong, but..." Lei Hao thought for a while and said, "It's because I don't want to miss the opportunity of ultra-short-term shorting. Don't you also think that the ultra-short-term will fall? "

"The risk, the risk is too great." Zhou Junyun was about to collapse. After he said so much, Lei Hao only heard that he could go short in the ultra-short term? What about risks? If there is no risk control in securities investment, what kind of trouble are you going to make?

"It's okay. If we go short on securities, our full position will only be 57.2 million. We can choose a few more underlying stocks that are fast in and out. We can do it in the short term." Lei Hao smiled and lit Zhou Junyun's cigarette again.

Zhou Junyun was almost angry to death, but Lei Hao was a project manager, and a project manager who continuously made a lot of money. He had no choice but to object and could only sigh in his heart, losing confidence in this stage of work.

Lei Hao is full of confidence. He needs to learn professional knowledge, but when he already knows the results, he does not need to be restricted by the so-called risk control.

So what if the risk is too great? I just felt that something was going on, so I just wanted to go short.