Lei Hao can be sure of one thing, the market before the close of the 19th is a narrow range of the market to rise, and because he is optimistic about the banking sector recently, the news of the appearance of his colleagues has also analyzed this sector, and he also knows the fact that the market of the banking sector has fallen slightly.
The index goes up, and then the banking sector falls slightly, what does this mean This means that other sectors contribute a lot to the index, as long as the money is transferred outside of the bank stocks, according to a certain percentage, the profit figure will exceed the increase in the index.
This is a very simple calculation problem, but Leo and Yu Rong don't think so, they have already taken the time to see the latest information in the short minute or two that they have been waiting for Lei Hao just now.
The chairman of the China Securities Regulatory Commission came out and shouted to strengthen supervision, what does it mean to warn those funds who are illegal to go long, everyone immediately understands that the country hopes that the stock market will stabilize next week, or even fall slightly, because it is afraid that the stock market will overheat and cause blind investment.
The boss spoke, the little ones must know each other, if you don't know each other, then others know each other, the index will still fall, don't you want to lose money In addition, the stock market has been in the red recently, and the index has been pushed up to this position, in fact, it is also accumulating downward pressure, and the policy side has not been very good.
This is a game of psychology and strength, there are many people who choose to short, and the power of short is large, so it is normal for the stock market to fall in response, and vice versa.
"Manager Lei, I think it's the right choice to withdraw at this time, and it's not very suitable to transfer funds."
As an analyst, Yu Rong first spoke: "There are not many high-quality stocks in the market now, and if they are put into the model, the alarm will definitely come and go."
"I agree with Yu's opinion, but I have a different opinion, now should be a good time to short, we can" Leo added lips, he was quite gambling, and directly suggested shorting homeopathy, and it was a full short.
"There isn't that much supply in the market."
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 with great interest, but was interrupted by Yu Rong: "Leo, you must know that we only have one identity ID, and that is the Thunder No. 1 Collective Asset Management Plan." ” "Ok, I have a way to do it with one account."
Leo wanted to speak again.
Listening to Leo's words, Lei Hao had to give a thumbs up for the other party's strength.
A lot of operations, Lei Hao can be sure that Lan Shijie and Zhao Lichen don't have the strength and confidence to do it, but it seems to be commonplace here in Leo, if this guy is not too gambling, it is simply not too perfect.
But Leo's tone was originally wrong, Lei Hao said that he wanted to transfer funds, that is, he was not bearish on the stock market, what the hell is going all out to be long.
"Leo, I'm bullish on the broader market and bearish on the banking sector."
Lei Hao said to Leo: "It's impossible to go short. ” "No, Ray, okay, Boss, we still have something in common, you are short on bank stocks, I am short on all stocks, then we can short bank stocks."
Leo squeezed his eyes, indicating that he was standing with Lei Hao.
Yu Rong also nodded, since they are all bearish on a certain sector, then don't invest in areas with different opinions, and directly transfer money to places with the same views, which can greatly improve the success rate.
"No, I'm going to do more."
Lei Hao shook his head and said with a smile: "I'm bearish on bank stocks, and I think the index will rise, so how much profit can be brought to me by the decline in the banking sector is definitely not as much as holding other stocks in the market." ” Leo and Yu Rong glanced at Lei Hao, and then didn't say anything, of course they knew this fact.
However, manager, do you have to be debunked by others, can't you see that we don't agree with the view that the market will rise in the future "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 future market, right, it's better for us to gamble" "Leo, if I'm not mistaken, you're four weeks short of me."
Lei Hao was speechless.
"Ray, don't worry, I'm Leo a cowboy who keeps his promises, and I'll definitely do my best to work for you in four weeks."
Leo patted his chest, and said, "But you've won four weeks, so you have to give me a chance." ” “ok。”
Lei Hao casually agreed, looking at Leo and Yu Rong, he slowly had his own ideas in his heart, if he wanted his subordinates to recognize, he had to convince them.
"I'll bet for four weeks."
Leo said squeakily.
"You can bet for four months if you want, we will take the market from Monday to Thursday as the standard, it will rise, I will win, it will fall, you will win, but you must follow my command, ok" Lei Hao looked at Leo with a confident look on his face.
Leo nodded repeatedly, regretting why he didn't bet a little bigger.
Yu Rong is a little worried, he is known as a moldy god, wherever he goes, he will lose money, of course, not because his analysis is unreliable, but when he analyzes correctly, the leader will always not adopt the opinion for some reason.
Is Lei Hao like this again, isn't there a day to turn over?
All day, Yu Rong and Leo were there to analyze various sectors and individual stocks, and in the evening, they took a plane to Yangcheng, and they were still talking about how to distribute funds.
Whenever Leo and Yu Rong have a dispute, Lei Hao will come out to express his opinion, but when it comes to actual analysis and selection, Lei Hao can't keep up with the thinking of the two people, just those sentences in Yu Rong's mouth and the professional English words in Leo's 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, and he must be able to see a lot of things that others don't see.
On the morning of May 16, at the meeting, Lei Hao introduced Leo and Yu Rong to the project team and others, announced the next stage of work, and then sent the plan jointly formulated by him, Yu Rong and Leo to the project team members, and everyone immediately began to perform their duties.
Back to the familiar place, Lei Hao's whole person was full of spirits, here, he seemed to be the emperor, Leo, Yu Rong, Zhou Junyun or Lan Shijie, all of them must obey the command.
At 9 o'clock, everything was ready, everyone entered their respective posts, Lei Hao still stood behind the trading area, and said to Zhao Lichen: "Offer." ”: