Long Yunkai thought about it carefully, and then said: "That's the end, and it's an ugly death! No wonder you were so sure when you analyzed the stock of Liugong Machinery just now, and based on the company's semi-annual report, you dared to conclude that this company's operating performance has not shrunk significantly in the course of this year's economic downturn." This method of analysis is very novel and worth learning from. ”

Li Xin smiled: "I also guessed, and it was a conclusion drawn from the experience of the Southern Group. Smelters in the non-ferrous metal industry like Nanfang Group have the instinct to acquire upstream mineral resources, which is normal, but they chose the wrong time. And a company like Liugong Machinery, unless their boss has a head in the water, he will never be able to hoard a batch of steel to produce its construction machinery when the price of steel is at its highest in the past two years, you say? As long as this situation does not occur, such production enterprises should have profits, but the thickness of profits. There is another example here, the cable factory is known to everyone, this factory is the downstream enterprise of the Southern Group, and the copper produced by the Southern Group is the most important raw material for its production of cables. During the sharp rise in copper prices two years ago and the collapse of copper prices this year, this company could not have stockpiled raw materials on a large scale in advance because of their limited funds, and could only purchase copper metal from the Southern Group on demand. It is this raw material procurement strategy that makes them not make money on raw materials when copper prices skyrocket, but still make profits on products. Similarly, in the process of copper prices plummeting this year, the prices of raw materials and products both fell, but they still avoided the risk of falling raw material prices and made profits from products. ”

Long Yunkai sighed: "It makes sense, it makes sense, take me as an example, it's not that I don't want to buy mines, it's that the funds don't allow it." If I had money, I would also like to have my own mine, so that the source of raw materials would be secured. But just like you said, it takes billions of dollars to buy a mine, and it is definitely not enough to rely on your own financial resources alone, and you must bring the bank in. However, as soon as the bank came in, the funds were leveraged several times, and if the timing of the intervention was not appropriate and the price of the ore produced remained high, the steel mill would be burdened with a heavy burden!"

Speaking of this, Long Yunkai looked at the watch in his hand, and then said, "You guys are chatting, I still have some things, so I'll go first." Li Xin, remember to come over every day, and I will often come to chat with you when I have time in the future. Long Yunkai can only talk about stocks with other people in this big room, and basically can't talk about other topics. But the feeling of chatting with Li Xin is different, every time he chats with Li Xin, he has a harvest. So what he said to Li Xin before leaving was by no means polite, he really hoped that Li Xin would come to this big room every day to speculate in stocks. In this way, as long as he wants to chat with Li Xin, he can find him in this big room.

"No problem, see you later. Li Xin waved at him.

Li Xin himself also felt that it was a bit boring to watch the market at home and watch the market at home, so early in the morning of the second day, he went to the big room of the securities company.

At 9:25 a.m. on this day, the results of the call auction came out, and the opening point of the broad market index was 1872 points, which was almost flat compared with the closing point of 1874 points yesterday.

Wang Minghui, Wang Haoqiang and Zhang Shaohui have been trapped for several months or even more than half a year, and they are naturally very happy to see the soaring market yesterday. In addition, when Li Xin chatted with them in the big room yesterday afternoon, the confident mood also infected them, making them have great expectations for the market outlook. The stock market has been down for almost a year and has fallen back to the lows it was before the bull market began a year ago. If the news Li Xin said really has that much influence, then the stock market should continue to rise rapidly.

However, unlike the broader market index, which is almost flat, the stocks they hold in their hands fell at the opening today, and there is no sign of continuing to rise rapidly: Wang Haoqiang's Development Bank opened at 9.53 yuan today, down 1.24% from yesterday's closing price.

After the three stocks in Wang Minghui's hands soared sharply yesterday, the opening price today is also a slight pullback.

Li Xin bought Jingxi coal power yesterday, today's opening price is 8.08 yuan, a slight increase of 0.75%, such an increase compared with yesterday's situation on the price limit, is also a little unexpected.

But Li Xin's mind is no longer on Jingxi Coal Industry and the market index, he just glanced at the two opening data, and turned his attention to Liugong Machinery.

Today's opening data of this stock is a little better than several other stocks, it opened today at $8.94, up 2.41% from yesterday's closing price.

For Li Xin, he very much hopes that Jingxi Coal Industry and the market index will open high as soon as they open today and continue to rise, but only for Liugong Machinery stock, he hopes that today's opening price will not be too high, so that he will lose the opportunity to enter the market at a low level.

The 2.41% increase in front of him made him very satisfied, and he was worried that the stock would rise by 7%~8% as soon as it opened.

Because Li Xin generally does not participate in the call auction, and looking at the opening price of the large-market index and several other stocks in today's call auction, the opening price of Liugong Machinery is not much higher than yesterday. He had hoped that the stock would fall slightly after the official start of trading at 9:30, and then he would enter the market and buy it at a price lower than the opening price, and the cost of holding would be more advantageous.

But I didn't expect that at the beginning of the official trading at 9:30, the price of this stock was instantly pulled to 9.10 yuan, and the increase expanded to 4.24%. The instant rise after the opening of the market made the first buy order he entered at the opening price not be filled at all.

After the price of this stock was rapidly raised, the price hovered back and forth at about 9.08 yuan for two minutes at 9:30~9:32, and then suddenly the price began to rise further, and at 9:33, the price had risen to 9.20 yuan, and the increase continued to expand to 5.38%.

Seeing that today's opening price did not rise much, Li Xin, who originally hoped that the stock would have a slight pullback after yesterday's sharp rise, and that he could buy a large number of stocks at today's opening price or even lower than the opening price, saw that the situation was not right, and quickly canceled the first buy order that was put in at the opening price, and then began to chase and buy this stock at the latest price.

At this moment, Wang Minghui said: "How can this large-market index fall as soon as it opens, it has fallen by 25 points in just two minutes, and the decline is already 1.37 percent!

Wang Haoqiang also said: "My development bank has now fallen by 2.07%, it seems that the market is still relatively weak, and it is still difficult to continue to rise." ”

Wang Minghui also said: "Li Xin, the Jingxi coal industry you bought yesterday has also fallen by 1.5 percent. ”

Liugong Machinery's stock price is still fluctuating upward, Li Xin was busy buying this stock, and he didn't have time to pay attention to Wang Minghui and Wang Haoqiang, so he said: "Yesterday, almost all of these stocks closed with a price limit, and it is normal to open a small pullback today after a sharp rise, you can wait and see, I think it will continue to rise today." ”

Wang Minghui saw that Li Xin was constantly busy operating on the computer keyboard, so he asked: "What is the current situation of the Liugong machinery you said you wanted to buy yesterday?

Li Xin said without looking back: "This stock is still rising today, I'm buying it, and I'll talk about it later." ”

Hearing that Li Xin was buying this stock as soon as the market opened, Wang Minghui hurriedly opened the trend chart of this stock, and after reading it, he said: "Wow, this stock is rising well today!"

At 9:47 more than 10 minutes later, Li Xin completed the purchase of 10 million shares of Liugong Machinery as planned before stopping. At this time, the price of this stock has risen to 9.31 yuan, an increase of 6.64%.

At this time, the development bank fell in just two or three minutes after the opening, and gradually began to rise from the bottom, and the price at this time has risen to 9.68 yuan, an increase of 0.31% compared with yesterday's closing price.

The three stocks in Wang Minghui's hands also rose by 2%~3%.

Jingxi Coal, which Li Xin bought yesterday, fell to a minimum of 7.9 yuan in just two minutes after the opening, and then after more than 10 minutes of rise, the price rose to 8.23 yuan at this time, an increase of 2.62% compared with yesterday's closing price.

The broader market index has also gradually recovered from the decline after the opening, and the latest point at this time is 1876 points, an increase of 0.12%.

Li Xin said: "I just said that after yesterday's sharp rise, it is normal to have a small pullback at the opening today, and now it is not slowly rising back." ”

However, as soon as Li Xin's words fell, the market index began to gradually fall from 1876 points, and at 9:58 10 minutes later, the market index fell to 1854 points, down 1.08% compared with yesterday.

Jingxi Coal's share price also recovered from 8.23 yuan to 8.10 yuan, narrowing the increase to 1.0%.

The share price of the Development Bank in Wang Haoqiang's hands fell back to 950 million yuan from 9.68 yuan ten minutes ago, from a 0.31% rise to a 1.45% decline.

The three stocks in Wang Minghui's hand also turned from red to green.

Wang Minghui and Wang Haoqiang were originally unstable, looking at the more than 20 minutes after today's opening, the stock rose slightly, but the decline was not small, and they gradually came up with the idea of ending the high, worried that the stock price could not rise today and fell back below yesterday's position.