Chapter 65: Follow the Hot Spots
February 10, 2023 is week 5, Yuansheng just walked into the big room, and Zhang Sheng, who arrived early, said that Congbo is good for short:
The hype of the ChatGPT concept continues to expand, and experts suggest adding a "digital watermark" to deal with potential risks, and related concept stocks have changed significantly.
Two daily limits and two clarifications
SmartBo brushes aside the concept of ChatGPT
On the evening of February 9, Congbo disclosed a clarification announcement, stating that it had not carried out the technical research and development of ChatGPT-related underlying neural network algorithms, nor had it participated in Baidu's "Wenxin Yiyan" project or ChatGPT-related projects launched by companies such as 360. The report on the company's involvement in ChatGPT business is not true, and the company's artificial intelligence business accounts for a small proportion of the company's overall business, so investors should pay attention to it.
Yuansheng said: "It's not a big problem, the main force has been deeply involved in Congbo, and his own children are hugged, this is human nature!" Therefore, after Congbo opened low today, the main force that has been deeply involved will pull it up, and when it reaches a certain level, we will clear the position, we have 18% profit yesterday, and there is a high probability that we will not lose. ”
Yuansheng went on to say: There will be a new hot spot today, let's talk to the hot spot, you look at this news:
Fight AI with AI
Digital watermark concept stock dry land plucking onions
Recently, the popularity of ChatGPT has spread from the technology industry to all walks of life, and it has also set off a wave of fanatical hype in the A-share market. While technology brings convenience to people, it also brings regulatory and ethical problems.
For example, using ChatGPT to "cheat" has become a topic of global concern. According to a survey in the United States, more than 9 out of 10 students know ChatGPT, and more than 89% of students use ChatGPT to complete homework. In response to the challenges that AI poses to education, the New York Department of Education has issued an order banning ChatGPT.
In the academic field, papers generated with ChatGPT are also a headache for journals. To prevent AI from cheating, several world-renowned academic journals are updating their editorial rules. Science explicitly prohibits listing ChatGPT as a co-author and does not allow the use of ChatGPT-produced text in papers; Nature said that text generated by large language models can be used in papers, which also includes ChatGPT, but it cannot be listed as a co-author of the paper.
Since the content generated by ChatGPT can almost reach the point of "confusing the real with the fake", it is difficult for people to find out that the author behind it is AI through the naked eye.
Recently, Liang Zheng, deputy dean of the Institute of Artificial Intelligence International Governance at Tsinghua University and director of the Artificial Intelligence Governance Research Center, said in an interview that in view of the current potential risks and regulatory risks, adding "digital watermarks" may become a solution.
Digital watermarking refers to embedding specific information into a digital signal without affecting the use value of the original carrier, and is not easy to be detected and modified again.
Humans can't see it, but computers can. Ope, the company to which ChatGPT belongs
AI also said that it is considering adding a watermark to ChatGPT to reduce the negative impact of the model being abused. According to previous media reports, Ope
AI has announced the launch of a new AI text detector called AI Text Classifie
) to help discern whether a text was written by a human or an AI.
In the latest research, watermarks have been used to identify AI-generated text with a decent accuracy. For example, researchers at the University of Maryland in the United States used a watermark (detection) algorithm they built to recognize text created by Meta's open-source language model OPT-6.7B.
In the A-share market, the concept of digital watermark also changed sharply yesterday, and the leading Zhongbang once hit the 20cm daily limit, ****, ***, ****, etc.
------- this news tells us that today's hot spot is "digital watermark", and our goal is to select the leading stocks in Zhongbang.
At 9:25 in the morning, Congbo really opened 7.57% lower, and the opening price was 32 yuan.
At 9:37, Congbo rebounded to 33.33 yuan, which was a pair, and only fell 3.73% at this time. Yuansheng said: You can collect it when you see it, and clear the warehouse.
Yuansheng and Zhang Sheng are both decisive people, and the bearish stocks will definitely not fight after the rebound, lest it be repeatedly pulled back and washed, which is very troublesome, which is experience. This is the first battlefield, and it is a battle for clearance.
The second battlefield is the battle of Zhongbang. In the morning, Zhongbang opened 7.11% higher, and the opening price was 6.78 yuan, a very auspicious number. This Gao Kai has a credit from Yuansheng and Zhang Sheng, who also participated in the call auction and all the transactions were sold.
After the opening, Zhongbang rose in a straight line, like a rocket launch....... At 9:31, Zhongbang fast price limit.
Zhang Sheng sighed: If you don't participate in the call auction decisively, or if you are slow, you can't buy.
Yuansheng said: Yes, we should be right to take the risk of participating in the call auction. After the stock price fluctuated, we did not chase high and increase the position is to adopt a steady strategy, in case it opens the price limit in the afternoon, the stock price retreats, we don't care, because our position in the state is not heavy, can withstand the toss. If we keep the price limit until the close, then we will most likely make a profit, and maybe it is possible to have another price limit next week 1, so this risk is worth taking.
The third battle was Jiang Han's home field. Yesterday, Jiang Han reduced his position and bought low and sold high, and the cost of Yuansheng has dropped to around 20 yuan, which has locked in the victory of the stock.
This morning, Jiang Han opened 2.02% lower, and the opening price was 63.04 yuan, and even the auspicious number could not be made, indicating that the main strength of the stock was not enough, and Yuansheng had the idea of reducing his position: because Yuansheng likes to play popular stocks, such stocks rose quickly. Jiang Han is still in the stage of callback and washing, and Yuansheng does not like to participate in adjustments, anyway, he is making money, and he can reduce or clear his position at any time.
At 9:33, Jiang Han rebounded to 64.14 yuan hook downward, down 0.31% at this time. Yuansheng said: Jiang Han's handicap language appeared 2 4s, which is not a good thing, and then it does not even have the ability to pull the red plate in the first wave of rebound, such a weak stock, we will reduce our positions again, reduce costs, and withdraw funds. Of course, after N weeks of this stock washing, there is a high probability that it will still rise, we will reduce the position again, reduce the cost to 10 yuan, and keep the remaining chips for a period of time to verify whether my judgment is effective!
Zhang Sheng said: "Okay, listen to you." ”
Both of them are decisive and not slow people, and while communicating, they reduced Jiang Han's position and reduced the cost to around 10 yuan.
After they were busy, they entered the chat mode.......
At 10:36, Congbo turned red and rose to 34.72 yuan before hooking his head down again...........
Zhang Sheng asked with a smile: "Yuansheng, why don't we wait for the main force to turn over the red before clearing the warehouse?" Wouldn't that make more money? ”
Yuansheng: "In the stock market, everyone can make money, but there are only 2 types of people who are difficult to make money, the first is that when a good stock is at a low level, he doesn't dare to buy it, thinking that the stock will fall, but it starts to rise, and he goes short........ This is the fear of people. The second is that after making money, he thinks that the stock is going to rise, and he is reluctant to sell, but in the end the stock price falls back and becomes trapped, which is a greedy person. ”
"Fear and greed are the biggest enemies of the stock market, if it can be reversed: low greed and high fear, you can make money, but unfortunately human nature determines that 99% of people can't do this, because when the price is low, it is ugly, or the fundamentals are not very good, or there are rumors of bearishness........ In short, most people are afraid to buy it. When the stock price is speculated high, all kinds of good news will come out, making you full of hope that the stock will rise, or it will mislead you into thinking that its decline is temporary and will rise back soon, leading you to continue to hold on........."
"Of course, this is all a general rule, and there are exceptions, not many. Therefore, we should never have a full position in the stock market, and it is easy not to buy only one stock with a full position, leaving room for ourselves, as long as the stock is very sure and cannot be up and down, I will generally take the method of reducing positions and reducing costs, so that my costs will fall and lock in the win. Popular stocks will appear every day, so there is no need to stick to a stock, unless it is like AVIC in the last 7 days, there are tens of billions of funds to queue up to buy it every day. This kind of stock can't be sold, just keep it. ”
Yuansheng continued: "People can only earn money within their own circle of ability. Huibo is the main force deeply involved in the stock, in case of bearishness, it will definitely open low, and the main force will definitely pull up the stock price after the low opening, and then reduce the position, if the main force does not protect the disk, it will directly fall to the limit and cannot be sold, so that the main force will lose a lot........ Therefore, the main force will definitely protect the disk and pull it up, and in the middle of the pull, we will look for a high point to sell. As for whether it will pull the red plate, I don't have the ability to judge in advance, so I will accept it when I see it, and sell it in the main force to defend the fruits of my victory! It's money I make in my circle of competence. If I have to wait until the red plate and then sell, it is beyond my circle of ability. I don't earn this kind of money, otherwise, it will be easy to lose money next time. ”
Zhang Sheng nodded and praised: "Earning money within the circle of competence is reliable and can be copied repeatedly." ”
After the afternoon closing, Yuansheng took a look at his stock: Zhongbang continued to rise by 20.06%. The latent No. 2 stock fell a little today, and in addition, Huhan fell 5.58%. How will these 3 stocks perform next Monday? Let's see the next breakdown.
PS: Stocks that have been cleared can announce prototype stocks: Congbo ---- Huibo Yuntong