Chapter 112: Tactics and Strategy

At work on Friday, Shen Hui suffered a major crime.

There is no place in the body that does not hurt, especially the two arms and the meat on the stomach, it hurts to breathe cold air when you move, and it is good to know that it is good to adapt to it for a while, but this process is too uncomfortable.

In the morning, Chen Lijun came over to report on a few tasks, and asked with a smile: "Is Mr. Shen still going on weekend travel?"

Shen Hui said: "If you want to do it, why don't you do it, take advantage of the good weather now, and hurry up to go out for a trip." ”

Chen Lijun smiled and said, "That's okay, as long as you're willing to spend money." ”

Shen Hui said: "How much money can be spent, how much profit the company makes in a day, only a few dollars for a trip, the average annual income of Tencent Ali's employees is seven or eight hundred thousand, although I can't give everyone such a high salary, but it's no problem to do a good job." ”

Chen Lijun said: "That's different, Tencent Ali companies rely on employees to create value, our company is different, profits do not come from the creation of employees, and the current salary and benefits are already very good." ”

Shen Hui nodded, and waited for Chen Lijun to leave before starting to read the documents.

After watching it for a while, I couldn't sit still a little and got up to move my hands and feet.

After a while, he returned to his desk and sat down to continue.

Wei Zongru took the lead in making an analysis report on the trend prediction of spot gold, Shen Hui looked at it very carefully, read it back and forth twice, and some things that he didn't understand were still stopping to study and study to barely understand.

The report concludes that gold prices will continue to strengthen.

The conclusion is based on the fact that supported by global trade and geopolitical tensions, since the fourth quarter of last year, gold has gradually recovered momentum, and the overall momentum of shock rebound, while many international institutions have frequently warned of recession risks, continue to reduce economic growth, and all kinds of bearish gold, but Lao Wei believes that since this year, the impact of trade protectionism, the global economic growth prospects are bleak, and in the face of economic growth stalls and sluggish inflation, global central banks have once again opened a new round of easing cycle.

In this context, safe-haven assets such as gold and silver are bound to be favored by capital, as evidenced by the gold price breaking through the 1,400 mark in June. If the general environment remains unchanged, gold prices will inevitably continue to maintain strong momentum and even stand above the 1500 mark.

As for the series of data and expertise listed in the report, Shen Hui has a headache.

Shen Hui knew that the price of gold would rise, but the reason for this was not clear.

This analysis report is equivalent to lifting the fog for him.

There is indeed a brush.

Shen Hui defined Lao Wei in his heart, and recently he had a strong premonition that the price of gold might rise sharply, but the specific reason was as vague as seeing flowers in a fog, and Lao Wei's analysis was basically correct.

If financial speculation is compared to war, he can only be regarded as a tactician, while Lao Wei is a strategist.

Of course, direction and operation are two different things.

If you know the direction, you may not be able to operate.

For example, you know how to build a car, but whether you can build it is another matter.

In the 13-year bull market, many people knew that the bull market was coming, but in the end they still lost money.

That's easier said than done.

No matter how correct the strategy is, without clever tactical cooperation, it will be just as blind.

On the contrary, if there is no correct strategic direction, Shen Hui will have to be blind if he wants to operate large-scale capital.

Whether strategy is important or tactics is important is not a good judgment.

However, a clever strategist can still find it, but Shen Hui, a tactician who has opened his hanging, it is estimated that he will not be able to find a second one, and his intuition tells him that the price of gold will rise sharply in the near future, but there is no accurate number of how much it will rise.

Wei Zongru boldly predicted that the gold price would break through the 1,500 mark, and Shen Hui felt that it might still be relatively large.

Of course, how to operate it has to be studied in detail.

When to enter the market, how much leverage, and when to leave the market, this is not something that Wei Zongru can grasp.

After pondering for a while, he asked Wu Tianming to come in and notify the relevant departments and personnel to hold a meeting in half an hour.

Half an hour later, in the small conference room, the company's senior management and the responsible personnel of the six major investment departments all attended the meeting.

Shen Hui was the last to arrive, and after entering the door, he walked directly to the middle of the long conference table and sat down, Wu Tianming followed behind, put his teacup on the table, and sat down in the back with a notebook, ready to record.

"Have you read Mr. Wei's analysis report?"

Shen Hui swept around, saw everyone nodding, and went straight to the point: "I think Mr. Wei's analysis is in line with market expectations, and I also think that gold prices will usher in a wave of surges in the near future, so let's discuss the specific operations." ”

Guo Xumin spoke first: "The international gold price has maintained a strong momentum since it broke through the 1400 mark in June, although it has been adjusted downward many times in the intraday, but it has basically stabilized at the 1400 mark, and it is unlikely to break through downward, but the resistance to rise is not small, in order to avoid recurrence, I recommend that it is best to open a position around 1400." ”

Other people also talked about their views, all of them were more conservative, similar to Guo Xumin's views.

Including Wei Zongru, although the prediction of the analysis report is very bold, but it is conservative in the specific operation, which is not difficult to understand, the view is one thing, the operation is another thing, no matter how bold the idea is, the specific operation must also be cautious.

Shen Hui didn't ask Chen Lijun and He Dongping's opinions, and let them talk about it was also embarrassing, so he arranged directly: "From today this year, empty all positions within three days, establish a long gold position, and leave 50% of the funds to deal with emergencies." ”

Everyone nodded in response and began to discuss the specific operation plan.

Large-scale capital operation, is not three or two sentences to finish, although it has been decided to do long, but in several batches, when to enter, how to operate in the event of a market reversal, these must be clear one by one.

The meeting lasted for nearly an hour, and after the plan was roughly finalized, Shen Hui announced the dismissal of the meeting.

As long as this wave of market is operated well, it is estimated that by October, the scale of Xinghai Investment will exceed 10 billion.

In the afternoon, Shen Hui met with two entrepreneurial team leaders from Shencheng in the office.

The first one chatted for a while and passed directly, and the second one was doing a robot project, the person in charge was called Fan Peng, in his early thirties, a little muna, not very confident, and he didn't dare to look at Shen Hui with his eyes.

But after chatting, he turned around and told Peng Guifeng: "That Fan Peng's project is focused on." ”

Peng Guifeng said: "The other party wants to finance 2 million yuan, the chairman feels okay?"

Shen Hui nodded: "You can give him the money, but you have to fight for as many shares as possible, you can talk to him specifically." ”

Peng Guifeng knew it when he heard it, and when he agreed, he was relieved.

After so many days of hard work, I finally got a project into the eyes of the big boss.

If it doesn't blossom and bear fruit, he will have to think about how long he can work.

Having said that, this is also the first seed-stage entrepreneurship project that makes Shen Hui feel very good, although that Fan Peng seems a little unreliable, Shen Hui still decides to trust his instincts.

Even if you lose it, it doesn't matter, it's just two million dollars.