Li Xin thought for a while: "That's right, this situation is also worth noting." ”

Zhang Shaohui saw that Long Yunkai and Li Xin's opinions were a little different, so he asked: "Then will my stock leave the market tomorrow?"

Li Xin said: "I don't think there is any need to sell, this company is unlikely to lose significantly in the second half of the year." I've compared that most of the companies that have lost a lot this year are those that have made large investments in the last year or two when asset prices were at their highest. Because at that time, making large-scale investments will raise the company's operating costs to a very high level, and in the case of the subsequent stock market decline and economic downturn, the profitability of such a company will shrink significantly, and the overall operating performance will be greatly reduced. However, the company you hold is a construction machinery manufacturing enterprise, and the raw material of this company is mainly steel, which is not a scarce resource. There's no need for this company to stock up on raw materials in large quantities when steel prices have been at their highest in the past year or two, right? As long as this is not the case, the company's operating costs this year will not be too high. Yes, the overall economic environment this year has not been very good, and asset prices have been falling from the beginning of the year to the end of the year. However, as long as the company is operating normally, the price of its products is falling, and the price of raw materials is also falling, the company's operating profit should still be guaranteed. This is also confirmed by the semi-annual report data we just saw. If the company will have a huge loss this year, there should be some clues in the semi-annual report. However, you see, its after-tax profit per share in the first half of this year was actually much higher than the after-tax profit of last year and the first half of the year before. ”

Zhang Shaohui asked happily: "In other words, there is still a lot of room for the stock to rise in the future?"

Li Xin said: "Of course it's big. At this time, Li Xin's head flashed, and then said: "You just said that Liugong Machinery is a company that produces excavators, and the future of these trillions of infrastructure construction, it stands to reason that a large number of construction machinery will be used, I am not familiar with this, Mr. Long, do you say this is the case?"

Long Yunkai said: "That's for sure, if I were the boss of a construction company, I would definitely have to get a few more excavators now!"

Li Xin slapped the table and said: "That's right, no wonder the company's shares were sealed on the price limit board in just over 20 minutes after the market opened today, which is more ferocious than the Jingxi Coal Industry I bought." It turns out that the first beneficiary of these trillion-dollar infrastructure construction is the company that produces construction machinery! No, I have to buy some shares of this company after the market opens tomorrow. Also, the trend of your stock seems to have formed an arc bottom, and stocks of this pattern will generally have a very strong upward momentum. ”

Zhang Shaohui said: "Is this the bottom of the arc? I see that after the gap opened high today, it was directly pulled to the price limit, and this rise was a bit abrupt. Today's previous trend was quite smooth, like the right half of a bowl, but today's trend suddenly jumped up so much, will there be signs of a correction in the short term?"

Li Xin said: "This should still be a relatively standard arc bottom. Whether a trend is the bottom of the arc depends on whether the semi-circular arc on the left is not standard, and whether the right half is a standard arc is not important. You see you buy Liugong Machinery this stock from October 24 to last Friday, this decline formed a very standard arc, and the bottom of the arc formed relatively complete, November 5, 6 and 7 The lowest point of the three days is about 7 yuan 6 Mao 3, the signs of stabilization at the bottom after a sharp decline are very obvious. Today's rise can be seen as a rise after the formation of the bottom of this arc, at this time the arc in the right half has just begun to form, and the upside is worth looking forward to. Of course, if you follow the standard arc bottom pattern, the rising arc on the right should be a mirror image of the falling arc on the left, but that is under normal circumstances. But today's stock market has seen a change in fundamentals since the news was announced on November 7. In this context, it is reasonable for the arc on the right side of the stock to rise not slowly, but to suddenly gap and soar. ”

Long Yunkai said thoughtfully: "It makes sense for you to say this, the stock of this company is really worth buying." ”

Li Xin said: "It is said that opportunities fall out, and in the current trading mechanism of the stock market, which can only be one-way long, this sentence is really reasonable." Just now, Zhang Shaohui's Liugong Machinery and Wang Haoqiang's Development Bank are two stocks that are very valuable for investment, if it weren't for the bear market that lasted for a year, how could such stocks fall to this price?"

Wang Minghui said: "According to the analysis method you just had, the trend of the broader market index in the past week or so is also a little intriguing. You see, the broad market index has been oscillating at a low level since it hit the lowest point of this round of decline on October 28, 1664 points, and the highest point during this period did not break through 1800 points, and the lowest point was also around 1670 points. In particular, the low point of last Friday's candlestick chart was 1680 points and the high point was 1762 points, and the whole rhythm continued to be a small box shock since October 28. Friday's highs were even much lower than the highs of October 30 and November 5, and they are also facing pressure from their 5-day and 10-day moving averages. If it weren't for the big positive news over the weekend, today's move would likely continue this box shock, and even the possibility of a gradual downward movement of lows and highs cannot be ruled out. However, today's candlestick jumped up 1.98% from the opening and 7.27% at the close, breaking through to 1874 points in one fell swoop, standing above the 20 moving average. This trend is also similar to the arc-shaped bottom of the stock just now, which looks very similar. ”

Li Xin smiled: "It's somewhat similar, but the shape is worse than the stock just now, and the arc-shaped bottom of the stock just now is too beautiful." Even so, the jump of the broad market index on dry land is very revealing. You see that the total turnover of the Shanghai Stock Exchange today is 59 billion, which is almost double the turnover of 29.6 billion last Friday, which is enough to prove that there is a large amount of money entering the market today. Today's volume and price coordination of this long white line is quite perfect, and the market outlook is worth looking forward to. ”

Wang Minghui said: "There is a proverb in the stock market called the price of land, and the price of heaven is sky. Last week, the average daily turnover was only more than 20 billion, which is really a drop in the bucket compared with the daily turnover of more than 270 billion or even close to 300 billion last year when the stock market was bullish. Maybe it can also be seen from here that the price of stocks is really low as you said, and it is very valuable for investment. ”

Li Xin said: "That's right. ”

Long Yunkai interjected at this time: "Li Xin, when you are free, you often come to the big room to sit and chat with everyone, you haven't shown up once in the past few months or even half a year, and everyone doesn't know you anymore." ”

Li Xin readily agreed: "Okay, I will come here every day in the future, and everyone will have a lively chat." ”

Long Yunkai said: "It's not necessary to come every day, I come once or twice a week. ”

"It's okay, it's idle to be idle, and it's good to come here and chat and watch the stocks. ”

Long Yunkai asked strangely: "You come here every day, how do you explain it to the company?"

"I'm not doing it there anymore, I come and go freely. ”

"Really, why?" Long Yunkai was even more strange.

"Alas, that company is unreliable, and it is a waste of time to continue to stay!"

Long Yunkai seemed to smell a hint of taste: "The economic environment is so sluggish this year, is something wrong with the Southern Group?"

"Needless to say, we've reached the point of bankruptcy now. ”

Long Yunkai was stunned: "No, how can such a large enterprise group be like this?"

Li Xin said lightly: "It's true." ”

"What's the situation? "Long Yunkai is interested.

Li Xin thought for a while, and then said: "If you want to talk about this matter in detail, you can't finish it in a few words." Mr. Long, it's better to be like this, I'll give you an analogy, and you'll understand it immediately after listening to it. ”

"Uh-huh. Long Yunkai nodded.

Nanfang Group is a well-known enterprise in Jiangnan Province and ranks first in the non-ferrous metal industry in the country.

This is not only known to Long Yunkai, the boss of the steel industry, but also Wang Minghui, Wang Haoqiang and Zhang Shaohui, who have nothing to do with the metal industry, and are also familiar with the fame of the Southern Group. Now all of a sudden, Li Xin heard from Li Xin that this leading enterprise group in Jiangnan Province was about to go bankrupt and go bankrupt, which was also a big news that they had never heard of.

Now Li Xin was about to tell how the Southern Group went bankrupt, and the three of them quickly moved their chairs to Li Xin's side, waiting for Li Xin's explanation with bated breath like Long Yunkai.

Li Xin said to Long Yunkai: "If more than two years ago, when the price of mineral resources was the most expensive, you used all you had to buy mines with your own funds and highly leveraged bank loans, and then encountered this year's economic downturn, and the price of ore and steel fell to only a fraction of the original, what would happen to your steel mill in this case?"

Long Yunkai understood as soon as he heard it: "Needless to say, the mine price two or three years ago was so high, how expensive the cost of steel smelted from the iron ore bought at that time was, and the steel price this year is so low, isn't that upside down? Not to mention profits, even repaying bank loans is a problem." ”

"That's right, that's how the Southern Bloc collapsed. Li Xin patted Long Yunkai on the shoulder and said.