legendary trader

Chapter 580 581 Technology stocks.
"Yes, the economic development of the United States has been relatively slow in the past few years, far less than that of our country, which has grown so fast in recent years. The market over there has the greatest impact on the speed of economic development. If the growth data is good, the stock market will rise sharply. If the economic development is not good and the economic data is poor, it will fall like a dog.

But now the market in the United States is a bit incomprehensible. In the past few years, the rise in rice stocks has been small companies, mainly engaged in technology. Some performance growth is good, but most of them are not so good. The stock prices of many companies that have suffered a lot of losses have also risen steadily.

I can't understand the logic of stock speculation over there at all. " Li Yubin answered.

"Then the rice stocks you are doing are all traditional industries?" Zheng Xiaopang suddenly interjected.

"Yeah, most of them are still traditionally profitable stocks, and there are also Miruan, but Miruan has risen well in the past few years, and it hasn't risen much in the past two years. This year, the stock price of Qualcomm in the market has doubled, but As for Miruan, it’s still standing still. When it comes to technology, is Miruan worse than those companies that have gone up? Their software occupies a major market share in the world, but the stock price has not risen. I really don’t understand.” Li Yubin replied road.

"There is also MOL, whose performance has been soaring, and it is still skyrocketing. I made money on that ticket, but I didn't understand why the stock price went up, and Netscape was losing money. I bought a loss-making company. , It can actually make the stock price rise, I think I am really old and can't understand the market."

Li Jie said with a smile, but then his smile subsided, and he said seriously to Tang Jianbin: "Old Tang, I see your posture, you are optimistic about rice stocks, and plan to gamble all your wealth? Be careful, I just want to see I don't understand, if you understand it, you can do it, but I don't recommend you to gamble, it's not worth it, and in our position, there is really no need for that."

"It's not that I understand it, I just want to understand the thinking of the Americans, of course I don't know if it's right." Tang Jianbin said seriously.

"I wrote about the bullish thinking of the Americans in this report. They want to bet on the development of the Internet in all walks of life. When the time comes, the society will feel the benefits of the Internet from top to bottom. They must not give up. At that time, Whoever occupies the vast majority of resources in a certain industry can eat everything."

Tang Jianbin lowered his head and thought for a while before continuing: "Once this step is completed, the current losses can be doubled in time. In fact, most of the so-called high-tech companies are losing money because they did not occupy the market. The resources are too scattered, and after the final integration, the rest can eat alone."

"How much time will it take? How much money will be needed to kill other peers? Who will survive to the end?"

Li Jie shook his head with a smile and asked three consecutive questions.

He can see what Tang Jianbin said, but he doesn't want to end now, he can't see the last moment, it's too early to bet on which company can have the last laugh.

Wait until the end is almost the same, and there are few companies left before leaving. Although the income may be much less, the victory lies in safety and stability, and there is no risk. Now he has already passed the era of passion, and everything is stable.

"You're talking too far. What you're talking about now is whether rice stocks can go up, not what will happen to these stocks in the future." Xie Chao, who hadn't said much all this time, suddenly said at this time.

"What I mean is, that shouldn't be the reason for the rise of rice stocks." Li Jie said with a smile.

"The speculation is based on expectations. It is guessed that the company will succeed in the future, so the first market is to gamble on the rise. However, if the stock price rises, I think these are all excuses. In fact, it is still fund-driven, that is, someone speculates, so the stock price rises." Zheng Zheng Xiaopang spoke again.

"Xiao Zheng is right, I think so too." Tang Jianbin slapped his thigh and said, "The previous ones were all false. The essence is that I feel that there is money to speculate in rice stocks. Don't look at the tepid market in the first half of the year. Not popular, but I feel that the rhythm is well controlled by others,
You can speculate on individual stocks as you like, but the market cannot overheat or skyrocket. Every time the market is about to explode, there must be a wave of sharp declines to calm the market down. "

Chen Fan just listened silently and didn't intend to speak, but he still glanced at Zheng Xiaopang.

"These are just personal opinions. If you think you are being manipulated, maybe others may not see it that way." Xie Chao said: "Actually, the money I spent in the first half of the year is still there. I plan to look again. The market hasn’t improved for half a year, so I’m about to quit.”

"The current economic data in the United States is not ideal. The growth in the past two years mainly comes from the development of these high-tech companies. However, compared with the investment, the output of these companies is actually invisible." Li Yubin said, "And many so-called High-tech companies rely on an idea to find money everywhere, and then start product development after financing.

Then continue to raise funds and continue to carry out follow-up development. With some primary products, no matter what the market is like, they rush to apply for listing. In fact, investors are behind the push. The purpose is nothing more than listing and cashing out. As for the company and products , they don't care. "

After speaking, Li Yubin looked around at the crowd and then said: "Do you dare to buy such stocks? I dare not buy them, but these stocks are going up well now, so there is no way to reason."

"Is Yubin not optimistic about the market behind rice stocks?" Tang Jianbin asked.

"I am optimistic about some companies, but not about the market." Li Yubin replied.

"I've been watching rice stocks for a long time. Now the main growth in the country is the network, communications and biotechnology companies. I don't think anything else, but for Qualcomm, Cisco, and Misoft, which have been verified by the market. company, I really have an idea.”

"Qualcomm, Cisco, Miruan." Tang Jianbin repeated in a low voice, then shut up.

"Yeah, Qualcomm is engaged in communication technology. The new communication standard that broke out a while ago, I think it's good. Cisco is a network equipment company, let alone Misoft. You are all using its products. , Their products have been verified and there is a market, even if there is no new standard, just look at the current domestic mobile phone market and you should know that it will definitely sell when it comes out." Li Yubin said.

After talking, the study fell into silence again, no one continued to speak, but from the expressions of everyone, we can guess that everyone is thinking about the previous words at the moment.

In fact, you don’t need any data to analyze the market, even the U.S. stock market. You just need to grasp the general direction of economic growth and use it as an investment goal.

(End of this chapter)