The investment era of rebirth

Chapter 144 The Essence of Trading Is Probability Investing
"So... In your opinion, what is the right investment?" Li Meng asked.

Su Yu thought for a while and said: "There is no certain correct investment method, because investment is inherently facing an uncertain future. What we can do is to increase the probability of investment profitability, regardless of 'value investment' or 'trend' "Investment", "K-line technology investment"... various genres, in fact, the essence of what they do is to find ways to increase the probability of this kind of investment profit."

"What we can do..."

"Just according to your own cognition and analysis, no matter what method you use, to achieve this fundamental goal."

"If you can't see through this layer, but believe in any investment school, that's an evil path."

"Because only the methods and methods that suit you and conform to your cognition can help you truly form your own trading system."

"Of course, since these genre skills are widely circulated in the market, they are not useless."

"Just facing these 'technical' things, there is no need to indulge too deeply."

"After all, these are just a summary of experience, but the market does not change linearly, but has no rules and no definite logic at all."

"That is to say, there is no stock god in this world, right?" Li Meng's understanding of 'investing together' suddenly felt a little deeper, and he asked with a smile, "Actually, everyone is just betting on probability. "

"Yes!" Su Yu replied, "The essence of trading is probability."

"Just to say..."

"The same transaction probability, sometimes, will have different results. Of course...the decisive factor is other things that need to be paid attention to."

"En!" Li Meng nodded, "In addition to judgment, risk control will also bring different endings."

Of course, Su Yu mentioned before about how to control the risk and stop losses. After this period of practice, Li Meng has mastered some of them, so naturally he will not ask again.

The two continued to chat for a while before falling asleep.

The next day, Wednesday, June 7.

As soon as Su Yu came to the company, he received a call from his prospective brother-in-law Zhang Jianbo. The other party said that after a week of preliminary contact, Ancai Paper Group had agreed to conduct formal negotiations.

Although regarding the current situation of Ancai Paper Industry, the progress of this matter is within his expectations.

But when he really saw the dawn of taking that piece of land, his heart was still extremely excited.

Su Yu replied to Zhang Jianbo, letting him negotiate with peace of mind, and said that as long as the other party's asking price is within [-] million yuan, then there is no need to demand too many other conditions, and it is important to seize the time and get that piece of land.

There are still more than ten days, less than half a month, before the Kumho Group's internal shareholder meeting is held.

For the time being, due to the fierce internal disputes and interests of Kumho Group, the entire group has not yet focused on the backdoor listing.

This is the best time for him to make a secret move to win the key chips in the follow-up game.

If there is no discussion during this period, when the internal disputes of the Kumho Group are settled, the need to sort out interests will return to the core of 'backdoor listing', and in-depth contact with Ancai Paper, then...he will think about taking food from a tiger's mouth , is basically impossible.

After Zhang Jianbo inspected the location and area of ​​the land...

Although I am still not sure about Su Yu's real motives, I have to admit that it is a treasure land, but this land is far away from the core urban area, and it does not conform to the current overall urban planning direction of Yuhang, coupled with the current real estate market. Like the stock market, it is also in the cold, so no one is rushing to compete for this piece of land.

Plus it's an industrial site.

Without the help of macroeconomic and urban construction planning in the province and city, it would be difficult to turn it into commercial development.

"Okay!" After listening to Su Yu's instructions, Zhang Jianbo answered on the phone, "After our investigation and understanding, the land where the Ancai Paper Factory is located must be relocated under the pressure of the Environmental Protection Bureau. We have no competitors at the moment, and comparing the area and market price, [-] million yuan is absolutely achievable.”

"Don't worry, I will definitely save the cost that can be saved."

"But if it can't be saved, I will naturally not 'make a small loss' and let the cost damage the original negotiation results."

Su Yu replied with a smile: "Brother Jianbo is doing things, I am very relieved, of course... If the other party's asking price is too high, exceeding [-] million in funds, and they really can't make concessions, you can't negotiate, you can call me again , I'll figure it out."

Negotiation is a game.

Although Ancai Paper is in urgent need of funds to complete the relocation of the new site and the establishment of a new product line, and at the same time it is facing a lot of administrative pressure, it does not rule out that the other party is biting the price, striving for a premium profit, and extending the negotiation period Case.

So, on his side, for emergencies.

It is necessary to have a backup plan.

Fortunately, he currently has the maximum amount of funds he can use, that is, withdrawing all the funds in the stock account, and he can still make up nearly 3000 million, which is completely capable of coping with emergencies.

"Okay!" Zhang Jianbo replied with a smile, and then hung up the phone.

After Su Yu answered the phone, he immediately turned around and returned to the company's fund trading room, focusing his attention on the market interface of the two markets that had ended the call auction and was in the short-term suspension stage before 9:30.

only see...

Due to the unsatisfactory trend of the US stock market last night, it hedged a lot of investment sentiment that warmed up yesterday. As a result, the three major indexes of the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index all opened lower by about 0.5%.

Plates and individual stocks.

Yesterday's strong concept sectors of 'Electronic Information', 'Apple Industry Chain', and 'Mobile Game' all opened higher in the red market today, and the main board's 'Liquor Concept' and 'White Appliances' concept sectors were slightly in the red; among them, the popular concept stocks of each sector , Tickets such as Fenda Technology, Netspeed Technology, Changqu Technology, Jincheng Fenjiu, Gree Electric Appliances, and Robam Electric also opened slightly higher, and the mood is relatively good.

As for the Shanghai Steel Federation...

Thanks to Su Yu's seat bonus, and yesterday's late-market trend that exceeded expectations.

Today's check, during the call bidding stage, attracted the attention of most short-term funds in the entire market, and there was a certain rush to raise funds, and it opened almost 2 points higher.

In addition to these tickets, the so-called "Shanghai Free Trade Zone" newly established as "Yuhang No. 1" latent concept stocks.

The performance was not so good.

The Shanghai-Hong Kong Group and Waigaoqiao, whose performance is sluggish, continued to open lower today despite yesterday's bucking the trend, and at the time of call auctions, even if Su Yu and Li Meng did not hold back the market, their capital transactions were still very low. The obvious large orders suppressed the trend, which proved that the main funds in the market other than them were still not optimistic about these two checks, and insisted on cutting positions and stopping losses.

Except for Waigaoqiao and Shanghai-Hong Kong Group, which performed the worst.

Things like Lujiazui, Shanghai Stock Exchange, Pudong Jinqiao, Jinjiang Investment, etc., seem a lot more dull, with no capital attention, and no obvious selling suppression. They just follow the trend and follow the fluctuations of the index without autonomy.

Su Yu took advantage of the 5 minutes during the short trading break to carefully sort out the stocks he was concerned about and the overall market conditions of the two markets, and said with a smile: "The previous two days were heavy, and the mood was exhausted. Today, the external market situation is not good. , it seems... the index has to go back in two steps."

"Hmm!" Li Meng responded, and said, "The market still has insufficient incremental funds, and the stock funds have been playing games all the time. That's why A-shares are unstable when there is a disturbance in the external market, and there is a high probability that they will follow the correction. trend."

Su Yu laughed and said: "This is inevitable. After all, when the index bottomed out and the initial stage of the conversion between bears and bulls was originally a hazy period for the market, in addition to the lack of confidence you mentioned, the stock game, and the extremely limited new entry funds, The lock-up ahead is heavy, and it must be consumed a little bit... For reasons such as, the index will turn back three times in one step, and turn back once in two steps, which is a healthy trend state, and... if there is a continuous trend of holding high and hitting high at this stage, that is It is a precursor to the inevitable correction of the index. In fact, at this stage, it is very easy to grasp the rhythm, and the success rate of doing T will be quite high.”

His voice is loud.

He didn't just say these words to Li Meng, but also to Wang Can, and several other new traders.

Li Meng nodded with a smile, looked at the time which was rapidly approaching 9:30, and asked, "Should we continue with yesterday's operation?"

"Yes!" Su Yu nodded, "Taking advantage of the pullback of the index, it is just a good time to suppress the market and create panic."

According to the detailed position information he received from "Jingda Investment", although the other party's fund holdings in Shanghai-Hong Kong Group and Waigaoqiao are not particularly large, the absolute market value of the holdings is not small. The total holdings of the two stocks are overall The market value exceeds 2 million.

And take the liquidity of Shanghai-Hong Kong Group and Waigaoqiao.

If the market value of these 2 million positions is to be cleared, it will not happen overnight.

Therefore, in order to make the opponent liquidate their positions as soon as possible and help them reduce the cost of holding positions to an extremely low position, it is necessary to use the chips in their hands to continue to suppress the market, so they have to suppress.

Moreover, on the way to press the Shanghai-Hong Kong Group and Waigaoqiao.

Su Yu also had to use the funds in his hand to continue to scramble for funds on Jincheng Fenjiu, creating a state of continuous scrambling for funds and a continued strong trend.

Only in this way can the other party believe that the liquor sector is on the way of "reversal of difficulties".

Only in this way can the other party continue to add the funds deducted from Waigaoqiao and Shanghai-Hong Kong Group to the heavy liquor sector that can quickly increase the net value of the other party's fund.

then……

When 9:30 came, the stagnant stock prices in the two cities began to change.

Su Yu and Li Meng quickly began to repeat yesterday's operation routines, watching the timing of the sale of the big order, competing with each other to undertake the buying order, and smashing the market of Waigaoqiao and Shanghai-Hong Kong Group.

At the same time, other traders use fund sub-accounts with little funds in their hands.

On a few strong stocks with large-scale holdings of the fund, do intraday operation exercises, follow the skills and methods taught by Su Yu, familiarize yourself with market trends, and improve your operating skills and sense of the market.

And during this time...

As the core focus of the two cities, the Shanghai Steel Union has stepped out of the one-yang crossing the four-line and continued to scramble for funds.

(End of this chapter)