Chapter 140: Psychological Warfare
Besides, Ou Yiran and Yun Lei began to work on the next year's spring plowing after sending Ou Zhou and Shui Jingxin away.
Yaliang kept the wrong coin museum in an orderly manner, which invisibly freed up a lot of time for Ou Yiran to focus on the research of individual stocks.
Although the special zone in late autumn does not have the scorching heat of summer, it is not as crisp as Fengcheng. At the moment, the short sleeves are still on the body, and the air conditioner is occasionally turned on.
After several years of active operation and the gradual tactics that have accumulated a lot, the investment department has done a good job, and the entrusted funds have more than doubled.
But Ou Yiran felt that it was still not bold enough, and after his analysis, he believed that he still didn't dare to trust the market too much.
And many of today's stocks, which seem to be able to rise, have begun to fall. And some stocks look like they should fall, but they just go up again and again.
Ou Yiran believes that it is purely a trick of the main force, and those who hide behind the scenes and grasp the life and death have long eaten the psychology of retail investors.
The tactics of the main force may not work on the battlefield of swords and swords, but in the stock market, they can be successfully used repeatedly.
Ou Yiran doesn't want to fight with the main force, not to mention the hard work, and if he doesn't do it well, he can't get out of the way. And if he hurts 1,000 enemies and 800 himself, he won't do it!
In the past few years, Yun Lei has been trying to sit in the village many times, but Ou Yiran has resolutely stopped it.
Although with their financial strength, they have more than enough control over a mid-cap stock, but he is still reluctant to do so.
He would rather be a follower, a shareholder who is said to be a small and medium-sized retail investor, rather than do that kind of thankless work.
November of each year is the season when super-large funds begin to gradually enter and build positions.
At dusk that day, when Ou Yiran and Yun Lei were taking stock of the profits and losses of the stocks they bought today, Ke Feier and Jiang Yang came in in a hurry.
"Ou Dad, Yun Mama, I'm back." Ke Feier said cheerfully.
Jiang Yang also followed suit: "Hello uncle and aunt!" ”
"Hey, didn't you say that you have successfully performed a few surgeries, how can you have time to come back?" Yun Lei stood up in surprise.
Ke Fei'er took two cans of drinks in the refrigerator, threw one to Jiang Yang, and said, "Something happened after the patient woke up, and we came back to get the twenty-four purple beads." ”
Ou Yiran looked at them intently and asked, "What's wrong?" ”
Grunting a few sips of his drink, Ke Feier said, "The first AI heart transplant patient has woken up, but like a robot, his eyes are empty and emotionless. The two younger brothers judged that it was because of the transplantation of the machine heart. This morning, I thought of a way to use the purple bead to open the spiritual wisdom, so we came back. ”
"The machine heart, hahaha, isn't it the cold machine heart that is doing the trick, no matter how delicate the artificial intelligence heart is, it can't catch up with the warm matching heart!" When Yun Lei heard this, she couldn't help laughing.
"What's going on?" Ou Yiran couldn't laugh at all.
"It was a man under 40 years old, with congenital heart dysfunction in the advanced stage, and his body temperature had been low after the AI heart transplant, and on the day he woke up, we happened to have completed the second AI heart transplant. When I went to look at him, I found that his eyes were empty and empty, and he obviously lost the warmth of a normal person. In recent days, repeated observations have not changed in the slightest. Jiang Yang said seriously.
"What, can Zizhu solve this problem?" Yun Lei asked with concern.
"The purple bead comes from the 10,000-year-old spirit turtle, and since its peaceful aura can dispel desires and eliminate evil, then the aura it has should also be able to open people's minds!" Jiang Yang said.
Yun Lei smiled: "What a cold machine heart, how can there be a spiritual wisdom to open the purple bead!" ”
"Mother Yun, we have also taken this into account, but the patient's brain is normal, and opening the mind is just a statement, in fact, it is to strengthen the vitality of brain cells through purple beads, and make up for the lack of mental strength with the wisdom of the brain."
Ou Yiran nodded and said: "The most precious treasure in the world, the purple pearl must have a deep meaning." I thought I could totally give it a try. ”
"Anyway, such a rarity is idle in the bank, and it has to come in handy. In the past few years, more than 100,000 yuan has been spent on storage fees alone. But the bank is closed today, and tomorrow morning you will pick it up, and you will take the afternoon flight back. Yun Lei said.
After saying this, he asked about Shui Jingxin's situation again, and called Jiang Yang's parents in the evening, as well as Xia Zining and Yaliang, and had a meal in Ziyunxuan.
After dinner, she asked her in-laws about the operation of the charity fund in the past few months.
Jiang Yushan said that in addition to the targets of assistance in previous years, the local civil affairs bureau has provided some new support projects.
Ke Feier said that in any case, the annual expenditure must not be greater than the income, this is the bottom line, and it must not be crossed, otherwise in the future, after the bowl is dry, there will be no way to talk about charity.
Feng Qian said that that is the minimum rule, and we also point to the charity foundation to earn wages!
Ke Feier couldn't help but laugh.
After using it early the next morning, Jiang Yang and Ke Fei'er arrived at the office building early, waiting for Yunlei to go to the bank to pick up Zizhu.
Because I didn't know what the bank's situation was, the ticket was not booked. By the time I picked up my ticket, the afternoon flight was already full.
When I checked the flights from the nearby city of Huacheng, there were still seats, but if I arrived at Huacheng to take the flight, it was nine o'clock in the evening when I arrived at Bay Island.
Ke Feier and Jiang Yang couldn't make up their minds.
Ou Yiran said: "There is no need to rush this matter, for the safety of Zizhu, I think you should take the flight tomorrow morning!" ”
Jiang Yang then called Ou Zhou and informed him of the situation here. Then Jiang Yang and Ke Feier went to the charity foundation to chat with their parents.
This Ou Yiran and Yun Lei continued to open and buy positions step by step. The portfolio of more than 20 stocks selected by Ou Yiran this time still continued the style of the previous year.
Stocks with a circulation of more than 2 billion are basically not touched. The three types of stocks with substantial pre-increase in performance, sub-new stocks, and theme stocks each account for one-third of the shares.
These three types of stocks are often the protagonists of the year, and some of the main forces of the sex rush usually start to speculate in November.
Stocks that are speculated in advance usually have cross-year markets, and big bull stocks are often generated from such stocks.
"Husband, in this year's portfolio, which stock do you think has the most dark horse like?" Yun Lei asked after putting down the teacup.
"What do you say?" Ou Yiran asked rhetorically.
"From the pattern trend and plate analysis, I think next year's dark horse will most likely fly out of the lithium battery sector."
Ou Yiran nodded and asked with a smile: "Tell me your reason?" ”
"In terms of form, the individual stocks in this sector stabilized before the broader market, and gradually came out of the bottom recently. In terms of performance, stocks in the sector with substantial performance pre-increase abound. From the analysis of policy support, various ministries and commissions release favorable news from time to time, and climate issues are mentioned in the spring of each year. ”
"Hey, the head of the analysis is the Tao, it seems that he can be an apprentice!" Ou Yiran quipped, "So in the sector, which stock do you think will become a dark horse?" ”
"Xinye Lithium Energy and Tibetan Road Mining." Yun Lei burst out.
Ou Yiran called up the two stocks on the big screen for analysis and comparison.
Xinye Lithium Energy, with nearly 700 million shares in circulation and a share price of 8.7 yuan, is going a slight upward trend at the moment.
Zanglu Mining, with a circulation of 550 million shares and a stock price of 12.3 yuan, is also moving on a small upward trajectory.
Both stocks are expected to increase by more than 50 percent.
"Okay, then follow your logic and increase the buying of these two stocks." Ou Yiran said without hesitation.
Yun Lei smiled: "How many shares do you plan to hold?" ”
"On the basis of the original plan, increase the position by 30 percent."
"I think I could have more."
"Hey, how much?"
"Husband, where do you think the heat of lithium batteries is now?" Yun Lei answered the question.
"Early-middle!"
"Yes, at present, countries around the world are vigorously developing new energy vehicles, since it is the early stage, the current stock price has just started. In my opinion, it is possible to double the amount of open interest. ”
"Oh," Ou Yiran looked at Yun Lei in surprise, "what about the other stocks?" ”
"There are things to do and things to do, since these two stocks have increased their positions, they will inevitably have to reduce their holdings in other stocks."
"Why, which stocks should I buy lower?"
"Stocks with poor performance and large circulation in theme stocks, such as the two stocks of Jieshun Wind Energy and Lihetai."
"Okay, I'll listen to you this time." Ou Yiran said lightly.
"Also, we are going to raise the expectations of those two stocks this time, and we will not sell them until the stock price is more than five times long."
"You want to cover the stocks?"
"Yes," Yun Lei said, "In the past few years, we have always been cautious, holding a lot of funds, but we have not been able to double the market of funds in a year." The reason for this is that we are not bold enough, and some stocks have only risen by 50 or 60 percent, because in April, they are all liquidated, whether good or bad. I counted, in the past few years, one-third of the bull stocks that have been let go have been released, all after we cleared our positions, there was a sharp rise. ”
"However, our strategy is to accumulate small amounts, not to be greedy or to chase. And, over the past few years, the vast majority of stocks that have been liquidated have fallen. The accuracy rate has reached 60 or 70 percent! ”
"However, there are still more than 30 percent of the stocks that have risen one or two times after we liquidated them!"
"When doing stocks, you can't just stare at the stocks that have risen sharply after the liquidation, which is easy to mislead the subsequent operations. Be sure to look at the win rate, as long as the set goal is achieved, it doesn't matter how much it will rise. ”
"What do you mean that those two stocks will be liquidated as soon as they reach their targets, as they did in previous years?"
"Your analysis makes sense, and you can focus on reserving some positions this year. It's also good to share the feast of the great development of lithium battery new energy vehicles. ”
"The so-called listen to people's persuasion and eat enough, these two stocks strive to rise fivefold." Yun Lei smiled happily.
"Anyway, it's the two of us who make up their minds, anyway, if you don't listen to me, you have to listen to you. Five times is a little less, I think seven times is just right? ”
"What do you mean?" Yun Lei was puzzled.
"Hehe, once a stock enters the performance outbreak period, the stock price usually rises in advance, and it is a hot sector, and the rise will be unexpected. These two stocks should be held by the end of February, and strive to hold 20 million shares! Ou Yiran said.
"My husband is wise." Yun Lei picked a thumbs up.
That's their style of operation, and once they see it, they don't hesitate.