Zhou Xiaofeng nodded: "People's thinking is the effect, and the thinking mode is the cause." Action is the effect, and thinking is the cause. ”

As he spoke, he took a sip of Hu spicy soup and continued: "Although our thinking patterns are influenced by education, wealth, experience, etc., most of our thinking patterns are determined by our instincts, such as pain can lead to fear. ”

Xu Min: "But what does this have to do with stocks?" “

Zhou Xiaofeng didn't speak, but opened the ticket blowing post of a big guy in the stock bar to show Xu Min.

This is an article about non-ferrous metals.

The article first moved out of the national notice on minor metal mining, and then listed several interest-related companies.

Among them 600331 Hongda shares are impressively listed.

The company's subsequent trend has been all the way down, and even in the 15-year bull market, it has not recovered to the highs of '09, and basically buy it now as long as it is not on the 25 yuan wave in July.

However, the author of the post did not hesitate to praise the company, eager to boast of being the next Alimama.

In fact, no matter how much you love a company or how much you look down on it, these are all subjective emotions of individuals.

The listed company itself just continues to operate its own business. They will not change their business focus or direction because of personal feelings.

Putting that aside is the essence of this post.

Xu Min read this post seriously, frowned and asked, "The profit mentioned in this article is just an expectation, right?" ”

Zhou Xiaofeng gave her a thumbs up: "That's right." ”

Xu Min was puzzled: "Since it's just an expectation, why can it be fried?" ”

Zhou Xiaofeng couldn't help but respect this woman a little more in his heart, and the person who can hit the key point in an instant is at least used to seeing through the appearance.

"Because our stock market tends to be just price speculation rather than value investing. Stocks are just chips in the hands of players in this market, and players just want a reason to increase the price of their chips. ”

Xu Min listened to Zhou Xiaofeng's analogy and seemed to have some understanding, "That means that the essence of these chips has not changed, but what has changed is everyone's opinion of it?" ”

Zhou Xiaofeng nodded: "All short stir-fry are like beauty pageants, it depends on how the girls express themselves." ”

Xu Min asked, "What if all the models look the same?" ”

Zhou Xiaofeng smiled: "Then it only depends on which beauty has a low appearance fee, after all, the bosses are all for commercial performances, and it is against human nature to increase the cost for yourself." ”

Xu Min sighed, picked up a piece of green vegetables and put it in his mouth and chewed it.

Xu Min: "What is human nature?" ”

Zhou Xiaofeng: "The question of what human nature is is too big. Everyone has been discussing it for thousands of years, and they don't dare to make a definitive conclusion on these two words. I can only say my own opinion. ”

"The most basic human nature should be instinct, just like when I reach out to touch the flame, I retract my hand when it is burned. Or maybe people want to eat when they're hungry and sleep when they're sleepy. These are the most basic human natures that are not subject to personal will. ”

Xu Min nodded in agreement: "What about unbasic human nature?" ”

Zhou Xiaofeng frowned: "Unbasic human nature should be a kind of group psychology, and everything is transferred by time, place, and conditions. ”

Perhaps because he felt that his expression was not image enough, he added: "It's like the Hongda shares I just said." ”

"The funds that can guide the trend on the disk are certainly not small funds, so what is the probability of these big funds, I don't know that these expectations are just a big pie that can be seen and eaten? So why do they have to eat on this flatbread? ”

Zhou Xiaofeng gestured on the table with his hand as he spoke, and at this time his palm stepped back an inch, "Let's take a step back and say, how many of these retail investors on the plate know that this is painting a big pie, and how many don't know?" ”

"Most of these people know it's pie drawing, and then everybody chooses to beat the drum and pass the flower just because it makes the chips in their hands go up in value. This is what they call identity. It's also their humanity. ”

Xu Min looked suddenly enlightened: "Oh! I get it! These main dealers deliberately find a company that can draw cakes to show these retail investors, but the main bankers are aiming at other main bookmakers and these retail investors, and the goal of retail investors is to beat the drum and pass the flowers. ”

Zhou Xiaofeng was stunned in his heart, and secretly said that this woman was too smart. If I hadn't looked at the food chain in the stock market from a different perspective after being reborn, I wouldn't have understood it when others told me directly, but she did.

Zhou Xiaofeng raised the Sprite in the cup and toasted Xu Min. And Xu Min also raised his wine glass triumphantly.

Xu Min: "I don't see it, you still study psychology." ”

Zhou Xiaofeng: "I can't talk about research, I just like to think about these when I'm bored." ”

Xu Min: "Why do you think about psychology?" ”

Zhou Xiaofeng: "I hope to understand what I did wrong." ”

Zhou Xiaofeng's eyes were a little lonely when he said this, just like a child who was wronged by his parents and did something wrong, and gave up his defense.

He also does not need to repent, because the person to repent is no longer there. Those memories are forever kept in my heart, maybe this is the punishment.

Xu Min pursed his lips and thought about it, if there is really something in people's hearts that they can't get over, they can't help but think about it, think about it, and even regret it constantly. If this continues, Zhou Xiaofeng will become depressed sooner or later.

No, I'm going to have to find something to distract him. Xu Min was convinced of this idea in his heart.

"Next Monday, our group has a business work conference in East China, due to the impact of the financial crisis in the past two years, our foreign trade business in the coastal areas has been affected quite seriously. When the time comes, I want you to come over as my military advisor, can you? ”

In fact, Xu Min didn't want to go to this meeting, but his father had already handed it over to Secretary Chen Bin and Chen to preside over it.

Because what Xu Min dislikes the most is that he has something to do with Sainty Group.

From the moment her worldview values were formed, she always felt that her father's care and care for her was just for her to succeed the Sainty Group.

Especially in the past two years, I have been admitted to the graduate school of NTU, and there are more such voices outside.

Zhou Xiaofeng was a little surprised, but he was not afraid of losing the shelf, so he agreed.

…………

……

After dinner, the two returned to Yunmeng Jiayuan.

Zhou Xiaofeng collects information about Sainty Group online for next week's meeting.

Although the business scope of the Sainty Group is very extensive, trade and real estate account for the majority of the operating profits. This is also a common problem in that era, the real estate economy is in full swing, if you are a big guy and do not participate in the real estate industry, you will be laughed at when you say it.

However, the financial crisis of '08 has hit global demand, and the decline in everyone's spending power has led to a decline in external demand, which is a negative for trade, especially cross-border trade.

Unfortunately, the East China area of Sainty Group is the core of the entire cross-border trade business.

Xiaofeng, of course, knows that the crisis in '08 caused the U.S. economy to bottom out is not only a risk, but an opportunity to buy the bottom. But others don't know.

If you want to buy the bottom here, as a stock investor, it is very simple, just buy a large number of shares of companies such as Apple, Intel, and Nvidia.

But the industry is not so simple, but also involves industry share and so on.

Not only to feed yourself, but also to leave food for your peers, and at the same time to feed the upstream and downstream.

Zhou Xiaofeng fell into hard thinking, he used to read many research reports of listed companies to understand their business objectives, models and prospects for the market, but now it is still difficult for him to put forward a practical opinion.

Xu Min got up in the morning, yawned and stretched his waist to the living room, but saw Zhou Xiaofeng lying on the coffee table in a very strange posture and falling asleep.

And there was a draft everywhere next to his head and under his arm.

Some of them are data records and calculations, some are excerpts of some policies, and some are actually some mind maps.

After careful identification and identification, it was found that they were all records related to Shuntian.

Xu Min felt a little sorry for the man in front of him, and gently picked up the blanket he often covered on the sofa and draped it on his back.

Although her movements were light enough, they still woke Zhou Xiaofeng up.

Zhou Xiaofeng almost stayed up late to check a lot of information, his eyes were a little dry, and he squinted, "Morning, senior sister." ”

Xu Min was a little embarrassed: "Morning, Xiaofeng." ”

Zhou Xiaofeng hesitated for a while, and picked up the documents on the coffee table in order.

Maybe it's because the sleeping position is wrong, he feels like his neck is deformed, and no matter how he twists it, he doesn't feel right.

It seems that some money cannot be saved, and he will have to buy a computer desk.

Fortunately, there is no trading on weekends during these two days, and I also have time.

Xu Min's "call for help" was like a small stone thrown at the surface of a calm lake, breaking Zhou Xiaofeng's monotonous life.

He never thought he would venture outside of the stock market because he felt that he was at best a "gambler" in a "casino". It's just that I have read the "script" in advance, so that I can make two copper plates in this cannibalistic market.

This weekend was undoubtedly the most intense and busiest day since his rebirth. He excavated the knowledge and information of the foreign trade industry and the real estate industry from some professional third-party information websites, combined with the memory in his mind, and thought about how to help Shuntian be less affected by the financial crisis, and wait for the overseas market to turn around and eat a little more share.

This required a complete business plan, which he had only seen before, but had never done it himself, and it had to be taken seriously.

Maybe it's the experience before he was reborn, and he is careful in everything he does now, for fear that something will go wrong.

He put his thumbs on both temples and rubbed them, his mind quickly sorting out the information and ideas he had found last night.

After all, knowing the result, it will be much easier to push the process backwards.

It's like you know that 1+2=3, but when you know that the result is three, it doesn't matter if it's 1+1+1 or 1+2 or 2+1.

It's important to figure out a successful route that best values for money, as well as convincing others.

What can't be bypassed here is human nature.

If you're good at guessing people's minds, chance will become inevitable.