Chapter 90: Ransomware
The leverage of the graded fund itself is 1:2, but it is no different from the ordinary fund when it is not split, which makes many investors extremely vulnerable in the stock market, and the stock only needs to fall slightly to cause a domino effect, which will cause liquidation and flash crash.
But Warren Buffett doesn't like to increase leverage very much, and it is very likely that he has long predicted the self-theft of the bankers in 08, although he lost money in 08, but a few years later, his wealth peaked more in 08, and Buffett can be said to be one of the longest-lived value investors.
Warren Buffett's influence on Lin Shi is also very great, and of course, the most heard quote is: "Be afraid when others are greedy, be greedy when others are fearful." Lin Shi has read Berkshire's annual report, and every page is particularly nutritious for investment, and Lin Shi's own logical reasoning ability is not bad, so when using fundamental analysis, he did not feel a trace of difficulty.
At the close of this afternoon, Lin Shi took a look, there was no suspense, the cyclical stock sector led the rise, the Internet concept and the blockchain concept led the rise, and Shui Lanfang fell by two percent, it may be that the dealer is still shaking and washing, and Baiming Xingang and Xinhuixiong Steel hit a new high after they sold, and the previous big fall adjustment was just to accumulate energy to rise better......
Another day passed, Lin Shi lay on the bed and carefully thought about the future planning, this week out of the securities analyst qualification certificate, the next few months to get the English certificate, and then to strive for a few financial-related certificates, in order to better increase their competitiveness, although Lin Shi also knows in his heart that the financial circle is a place of heavy ability, but the certificate is still the most important in the eyes of some leaders with low hands, in order to better walk on the peak of life in the future, such things should be planned earlier! In the midst of constant thinking, Lin Shi fell asleep......
The next day, that is, on May 12, when Lin Shi came to Dongfang Securities, he found that the atmosphere at the moment was a little different, "How do I feel that the atmosphere is different today?" ”
Zhou Yunmeng handed Lin Shi her mobile phone with a straight face, Lin Shi took it and looked at it, his face changed slightly: "Bitcoin ransomware virus? What caught Lin's eyes was such a news: "On May 12, the WannaCry (also known as Wanna Decryptor) worm broke out in more than 74 countries around the world, and at least 45,000 machines have been infected.
Zhang Ruidong, a network security expert, told the "Daily Economic News" reporter that the virus is using the vulnerability of port 445 of the Windows system, which can spread rapidly in the local area network, while large local area networks such as schools have not done similar prevention, so they have become the target of attack.
The virus demanded that the invaders pay a ransom worth $300 worth of Bitcoin within six hours, and then the ransom would increase at regular intervals. ”
Zhou Yunmeng nodded: "In the morning, a series of digital currencies such as bitcoin turned green across the board, and now the China Securities has not yet opened, but I estimate that after the opening, blockchain concept stocks will plummet, and stocks related to computer security will skyrocket." "After all, stocks associated with terrorism will be suppressed by funds, and the demand for computer security will usher in a huge demand increase in the short term.
"Has the trading department made a decision now?" Lin Shi said.
"Not yet, Manager Li said to let you go up when you come." Zhou Yunmeng continued, and then added: "Do you agree with what I said that computer security stocks will skyrocket? ”
With Zhou Yunmeng's expectant expression, Lin Shi said a word of disapproval, and then went to the trading department.
"Manager Li? Are you looking for me? Lin Shi entered the office without knocking, because a trader told him to enter directly without knocking, as if the trading department was delaying precious trading time for more efficient decision-making and trading.
"Yes, there is a big opportunity in front of us now, that is, to go long on computer security stocks, and when the market opens, we will go in and grab it." Li Kun said with a radiant face, it seemed that this was a 100% perfect plan.
After Li Kun finished speaking, he looked at Lin Shi, and found that Lin Shi frowned, but he didn't say anything, which couldn't help but make Li Kun stunned: "What's wrong?" Do you think this plan is not very good? ”
"Manager, I think we should be long blockchain concept stocks." Lin Shi said slowly.
"What?!" Li Kun's eyes widened, as if he had heard something incredible: "Lin Shi, are you crazy?" You didn't watch the ransomware news in the morning? Blockchain will open low and go low today, and computer security stocks will become popular stocks! ”
"See." Lin Shi said indifferently.
"Then why would you want to go long on blockchain stocks?" If it weren't for Lin Shi's previous successful record, Li Kun would have thought that the young man in front of him was a liar.
"Ransomware is asking for bitcoins, why?" Lin Shi asked rhetorically.
"And not because Bitcoin is unregulated? What's there to ask about this? Li Kun looked a little impatient.
"Ransom bitcoin just proves the value of bitcoin and blockchain, why don't hackers transfer money? Because it will be traced by the banking system! And the computer system being blackmailed just proves the weakness and incompetence of the computer system! The reason why the funds are speculating on computer security stocks is because they have misread the deeper meaning of the news. Lin Shi patiently explained, believing that after his explanation, Li Kun should change his mind, but ...... The reality is no.
"You go out first, I'll think about it again." After Li Kun heard this, he didn't think too much about it, and said such a sentence directly, but Lin Shi knew that Li Kun still didn't believe what he said.
Not long after Lin Shi left, Zhao Liutian walked in and said excitedly: "Manager, the market is about to open, what stocks do you want to buy?" Zhao Liutian believes that the shares bought this time will bring them most of the profits in the short term.
"Buy ......" Li Kun hesitated, he thought carefully about Lin Shi's words, and then he seemed to have made some decision in his heart, and continued: "Of course, it is to buy computer security stocks, such a black swan does not take a bite, how can it be worthy of us who are engaged in finance?" ”
"How much do I need to buy?"
"Buy 500 million."
"Five hundred million!" Zhao Liutian was secretly shocked in his heart, this is not a small amount, in case of losing money, the company will come down to investigate the responsibility, but he didn't say anything, the transaction order at that time was signed by Li Kun himself, and it had nothing to do with him.
"Yes!" Zhao Liutian walked out after hearing this.