Lin Shi looked at him in surprise, and after making sure that Zhao Liutian was not joking, Lin Shi said: "It seems that you are the big spender, you just play 10,000 casually, and then you spend 30 tens of thousands, if you are serious, then don't you have to spend millions to add 4 times leverage?" ”

"Don't lift me up, hehe, I bought it because I followed your wind, I don't think you are such a stupid person."

It was Lin Shi's eyes that greeted Zhao Liutian, and Lin Shi said angrily: "Then don't beat me if you lose money, I can afford to put it down anyway, and I won't do private transactions in the future." ”

"I'm that kind of person in your eyes?" Zhao Liutian looked at Lin Shi with a serious face, and then nodded: "Okay, I am." Tell me why you bought such a stock, right? Let me know the bottom of my heart. ”

Why buy? Lin Shi pondered for a while, he was thinking about how to explain this matter to Zhao Liutian, and after a while, he spoke: "My logic is this, at present, this stock is a junk stock on Wall Street, it is estimated that it will be given to others for free, and no one else will want it, because it has to bear continuous losses, so no one wants to be involved in this bad luck." But I think it's precisely this kind of stock that is more valuable, and now that other companies have made an offer to buy it, it strengthens my mind. ”

"You can just say it." Zhao Liutian chuckled.

"Well, value investing, no, value speculation, because the fundamentals of this stock are really not very good, especially at this time when the black swan news is flying, no one knows when the stock price of this stock will fall." Lin Shi said.

"Fear when others are greedy, and be greedy when others are fearful." Zhao Liutian thought about this question quietly, and then he used computer software to call up the K-line and news side of this stock, and when he saw that the Tianlu Fund was shorting, his face changed instantly: "I X, Charles, the king of hedges!" Forget it, I won't buy it, I don't dare bet on this kind of legend. ”

Lin Shi was slightly stunned, he didn't expect Zhao Liutian to be so cowardly, and when he saw that Tianlu Fund was shorting, he gave up directly, "I said big brother." Lin Shi said angrily, "It was a matter before Tianlu Fund was shorted, and now when the stock price falls to this price, it should be almost empty." In fact, as Lin Shi said, when the stock price fell to $10 a share, Charles asked the trader to clear all the short positions.

Zhao Liutian still shook his head, "At least Charles was short before, which means that he is not optimistic about this stock, except for Buffett Soros, I will only serve Charles, what garbage he says is garbage, and I am lazy to think, don't buy it." ”

Lin Shi looked at his resolute look and didn't say anything more, it seems that Charles's image in Zhao Liutian is as high as a god and cannot be violated, in Lin Shi's opinion, even if Charles is a god, it should be the fattest one...... Looking at Zhao Liutian's face, Lin Shi shook his head slightly, if Lin Shi told him that Lin Shi witnessed the whole process of short trading and heard Jack and Charles on the phone, I don't know how Zhao Liutian would feel.

In a blink of an eye, it was time for the China Securities Index to close, today's Huaxia market closed down 0.45%, Lin Shi didn't care much about the market index, this kind of number can only confuse retail investors, before the market fell slightly 0.75%, and 100 shares fell to the limit, it is nothing more than pulling weighted stocks, selling small-cap mid-cap stocks, Huaxia has no hedging measures after all, and small funds can't beat big funds just like arms can't twist their thighs.

After making sure that there is no big bad news in the market, Lin Shi began to select stocks from the stock sector, and suddenly, he thought of a function of this stock - artificial intelligence screening, as long as you input fundamental information or technical analysis indicator information, this function will automatically help you select stocks that meet your requirements.

Lin Shi clicked on the filter function in the stock, and after entering the return on net assets of more than 12% and the five-year profit growth rate of more than 15, Lin Shi clicked on the filter, and then the stock software screened out all the eligible stocks at once. Lin Shi looked at this large row of stocks, frowned slightly, and then he entered the sales gross profit margin greater than 30% and the turnover growth greater than 20% in the condition box. Click filter again, and this time there are only a few stocks that come out.

After Lin Shi saw the stock, he decisively withdrew from this function, and then fell into contemplation, the stocks screened out are either white horse stocks or high-tech stocks, from a fundamental point of view, the short-term is seriously overvalued, and high-tech stocks are not to mention, the price-earnings ratio, oh no, it should be said that it is the market dream rate, it simply makes people have no desire to buy this kind of stock, at least Lin Shi does not.

"This kind of function is used in vain." Zhao Liutian naturally noticed Lin Shi's movements on the side, and he said: "Don't you see that this screening function is an indicator of technical analysis as soon as you enter?" That's to deceive retail investors, don't you see what short-term artifact the stock software has been pushing, short-term stock trading tips, and short-term artifact indicators? ”

Lin Shi smiled bitterly and said: "Although this is the case, I use fundamental indicators, and I have not looked at technical analysis indicators." ”

"You still can't change the thinking of value investing, and you've been poisoned too deeply by Buffett." Zhao Liutian shook his head and continued: "How much money do you think we have? 200 million! We don't have to buy those white horses directed and acted by institutions at all, we can find a small-cap stock to pull up, anyway, the stock speculation competition looks at the yield, as long as we don't reduce our positions, we can pull up a few hundred percent in a few months. ”

Lin Shi took a sip of water and motioned to Zhao Liutian with his eyes to continue.

"You think we have two different securities accounts now, that is, we can hold 4.99% of a very small stock by one person, and accurately step on the top of the holding line. These small-cap stocks don't usually have much popularity, so we are naturally very happy to get our boost, and maybe they will send us some positive ...... along with the rise in stock prices."

Zhao Liutian didn't continue, because Lin Shi had already motioned for him to stop, "There are a few problems with your plan. Lin Shi said lightly, "First, it's easy to pull up small-cap stocks, but when we buy them, others will also buy them, maybe all the traps we bought before will be unbundled, and finally trap us in it." Second, even if there are not many hedging orders in this stock, it will not have any impact on the stock price, but when we pull up, BOSS is likely to call to inquire. ”

Lin Shi sighed, "The most important point is that even if we win this competition, it is very likely that the 200 million funds will not be able to come out, which is completely inverse proportional to the risk and return of the 1 million prize money obtained by the first prize in the competition." ”

"You don't care about him! Anyway, we signed an agreement, not that we bear the loss of buying and selling this account. Zhao Liutian said disdainfully, he thought that Lin Shi was thinking too much, and the principle of a basket completely limited his imagination.

"That's right." Lin Shi said unhurriedly, "But if you lose money, do you think the company will let you go back to work?" The company can't give you 200 million to lose money for no reason, there is no such good thing in the world. After Lin Shi finished speaking, he began to think about this question again, the company will really let their two traders operate 200 million, regardless of losses?

Of course, Lin Shi and Zhao Liutian didn't know, their words and deeds were recorded by a camera hidden in the shadows, while Zhang Ping, who was upstairs, listened to them discuss this issue word for word, with a sneer, he looked at the two people discussing stock strategies in the camera, as if he was looking at an animal in a cage. And Zhang Ping naturally didn't know that his computer equipment had been hacked unconsciously......

Feng Xing looked at Zhang Ping in the camera with the eyes of a fool, "This person is like a fool, if I don't want to keep a low profile, I will go up and slap him to death." ”，“”

"Come on, as soon as he dies, the day will change, and things will get tricky." Gongsun Yunlong, who was on the side, said, "Don't forget our duties, if you make trouble indiscriminately, you will definitely be criticized by your boss when you go back." ”

"Master......" Jiang Mingcheng looked at Feng Xing, "Do you want to take the king?" I'll take you to the stars 2......"

"Fuck off." Feng Xing's eyes were full of disdain for Jiang Mingcheng, "I'm the kind of person who only succumbs to Xingyao 2?" ”

"Come on, you haven't been in the golden ...... this season"

Lin Shi and Zhao Liutian talked carefully for a while, and then preliminarily determined the plan, 30% of the funds were invested in white horse stocks to earn "stable income", 30% of the funds were used as liquidity, and the stock fell to increase positions, and finally 40% of the funds were all invested in cyclical stocks that entered the price rise cycle, such as steel, coal, precious metals, automobiles and aviation stocks.

After Lin Shi's persuasion, Zhao Liutian dispelled the idea of spending money, as Lin Shi said, even if the account yield can enter the top 50 in China, but after that, he will probably be unemployed.

In the case of cyclical stocks, Lin Shi still has a certain understanding, first of all, there must be news to drive the stock price, for example, in a region, other factories in the paper industry have been closed, only you are the only one, and you happen to be a listed company. When such news is learned by some shrewd institutions, the stock price will definitely be speculated, and if BOSS does not release special suspension verification skills, it is possible to more than double in two weeks.

However, there is a bad thing about the cyclical stock industry, that is, the stock price goes first, the performance goes backward, and the product price rises = the stock price rises, but in the short term, it does not mean that the fundamentals will be perfect, and once the fundamentals of the cyclical stocks are perfected, it can be basically determined that the stock has no way to make money.