Chapter 58 The Most Popular Theme Stocks
February 3, 2023 is week 5, Yuansheng came to the big room early and found that Zhang Sheng came earlier than him.
Yuansheng just came in early, Zhang Sheng said: Look at the news------ at the beginning of the new year, ChatGPT has become a hot topic in the technology industry, and Microsoft has increased its capital in Ope, the artificial intelligence company behind ChatGPT
AI has caused ChatGPT to ripple in the capital market. On the first day of the market after the Spring Festival in 2023, Yucong closed up 20% and became a ChatGPT concept stock that has attracted much attention from the market. On the morning of February 1, the research minutes disclosed by Yucong showed that the company has ushered in a collective survey of nearly 200 fund institutional investors in recent days. "More exciting than AlphaGo"
"The model used by ChatGPT is consistent with the scale of the underlying data and parameters of GPT3 released 2 years ago, and ChatGPT does not further expand the scale of data, but makes a breakthrough in introducing human knowledge, that is, reinforcement learning based on human feedback." Talking about the understanding of ChatGPT, Yu Cong said that in the past, the big data training of supervised learning also needed to be artificially labeled, but the annotation was relatively rudimentary, while the annotation of ChatGPT came from professionals, and the best answers of human beings to various questions were fed back, and the underlying data nuggets of GPT were maximized, and a professional model was formed in a specific field, which combined the technical routes of the two schools of data and knowledge. |
In Yucong's view, the future development of ChatGPT will benefit from human-machine collaboration, which will better combine human knowledge with data capabilities, and lower the threshold for various landing scenarios. "The development direction of AI is technology platform and application scenario, if the technology is very scenario-based, the versatility will become poor, and the high cost of basic research technology is difficult to share, but through the paradigm of ChatGPT, the investment in core technology, computing power, and algorithm generalization can be achieved, and human annotation can quickly do the application of scenarios, and the marginal utility growth will greatly accelerate the intelligent upgrading of various industries." |
Yucong believes that the success of ChatGPT has paved the way for the large-scale industrial landing of AI in the future, and ChatGPT is currently going deep into the industrial chain to solve problems, which is more exciting than AlphaGo. "We are confident that we will achieve a breakthrough in China in the past two years" |
Some investors are concerned about whether it is possible to form a similar product that benchmarks ChatGTP in China within 2 years, and Yucong replied that from the perspective of NLP (natural language processing technology), the amount of data and parameters of the domestic large model is no less than that of ChatGPT, which has reached hundreds of billions of data, and even the amount of data and models will be more; The next problem to be solved is still how to better access human knowledge and unleash the power of the basic model itself. Therefore, the company is confident that China will achieve a breakthrough in this area in the past two years.
Yuansheng quickly read the news and said decisively: At present, artificial intelligence is the hottest topic, and we will buy rain from the opening.
Zhang Sheng naturally agrees very much.
At 9:25, Yucong opened at 24.5 yuan, 2.60% higher, and this high opening has the credit of Yuansheng and Zhang Sheng, because they all participated in the call auction with high orders, which directly pushed up the opening price. After 9:30, the rain slowly rose, and the two of them slowly increased their positions to buy........ At 9:33, the rain rose from 25.39 yuan, an increase of 6.32%, and the two of them stopped buying tacitly. This is the first battlefield for opening a new position.
After the market closed yesterday, Yuansheng reviewed all the stocks with a price limit and found that Dahua was the cheapest among the stocks with the hottest artificial intelligence at present, and Yuansheng was eyeing it. In the morning, Yuansheng and Zhang Sheng directly participated in the call auction, and the result was 7.11% higher, and Yuansheng and they all sold. After 9:30, Dahua retreated to 4.59 yuan in an instant (almost invisible to the naked eye), and immediately quickly rose to the limit, which is the legendary second board. This is the second battlefield, and it is also a battle to expand the territory, fast, fierce and exciting!
Zhang Sheng is very happy: decisiveness is really important! If we look at it and then buy it, we can't buy it at all.
Yuansheng: Yes, stock trading is equal to business war, and sometimes decisiveness is one of the magic weapons to win.
The protagonist of the 3rd battlefield is Yingyuan, which opened 1.37% lower in the morning and opened at 111.90 yuan. At 9:31, it retreated to 110 yuan hook up, and Yuansheng once again performed the hook tactic: directly increase the position.
Zhang Sheng smiled and said: "Yuansheng, I found that you have become a hook master, you buy at the low hook up, and at the high (after earning a certain difference) hook down, you will sell." ”
Yuansheng also smiled: "We are professional speculators, many good stocks will repeatedly shake up and down, if we don't buy low and sell high, make the difference, we can only take the elevator of the stock market repeatedly, how uncomfortable!" Amateur stock traders, they have a salary or other income. We are professional speculators, all the money has to be earned from the stock market, of course, we must continue to T+0, earn the difference, reduce the cost, otherwise, every day in front of the computer to see the stock price up and down without doing anything, how incompetent, how embarrassed! ”
Zhang Sheng: "That's right, when the low hook is up, we buy a little; It doesn't matter if you buy the wrong one; It dares to fall again, and then buys at the next low hook........... If there is a price difference, sell directly down at the high hook, and the price will be earned! Such an operation is robust and can be used repeatedly. ”
The 4th battlefield is Shengsheng's home field. In the morning, it opened 2.30% lower, and the opening price was $90. For the sake of one of its products being a once-in-a-60-year event, Yuansheng directly participated in the call auction to increase its position a little, and then its stock price fluctuated at 9:30 and retreated to the opening price of 90 yuan again, and Yuansheng increased its position again. At 9:37, the auspicious number of 94.28 yuan appeared, and Yuansheng sold it directly, realizing the intraday T+0.
The protagonist of the 5th battlefield is Xiaodao, which opened 2.89% lower in the morning, and the opening price was 37 yuan. Yuansheng took a wait-and-see approach. At 13:24, the small guide rose to 39.98 yuan, which is not only an auspicious number, but also close to the pair, and the two of them decisively sold 80% of the chips, reducing the cost to around 5 yuan, locking the victory of the small guide. The remaining chips can be observed slowly for N days before making a decision.
The one who should have bought has been bought, and there is no chance to sell it for the time being, so the two of them started chatting mode again......
Zhang Sheng: "Yuansheng, I found that you have a characteristic of choosing stocks: among the popular theme stocks, you either buy the largest market, or the smallest market, or buy the lowest price, or buy the highest price, or buy the fastest change, or buy the slowest change......... Is there any reason for this? ”
Yuansheng: "It's very simple, the stock market is a game of human nature, sometimes many funds either dislike large-cap stocks, or dislike small-cap stocks, or dislike it changes hands too quickly, or dislike it changes hands too slowly, or dislike its stock price is too high............ These are superficial phenomena, in my 30 years of experience in stock trading, I found that these things are not important, a variety of factors should be considered, as long as the standard is met....... No matter what stock is, it can go up. These various factors have been summed up by me for 30 years, which shows the importance of experience. So some people conclude: experience is also a kind of wealth! ”
At 2:47 p.m., the main force quickly pulled the rain from the upper limit, making Zhang Sheng jump again.......
At 3 o'clock in the afternoon, Yuansheng took stock of the stocks in his hands: Yucong rose 20.02%, Xiaodao rose 1.89%, Sheng Sheng rose 1.36%, Yingyuan rose 4.7%, and Dahua rose 10.09%. These 5 golden flowers in the eyes of Yuansheng, will they rise or fall next week? Let's see the next breakdown. (To be continued)