Speaking of this, Sun Dahai was a little embarrassed. Sun Dahai remembered the situation clearly. He found that the expanded trading team was basically composed of people from the CUHK department, so he made a joke.
As a result, Qiao Wanting took it seriously. She was a sophomore girl at the time and wanted to find experienced traders to form a trading team. Where could she find suitable candidates without being introduced by professional teachers at her school?
She understood Sun Dahai's words a little too much and felt that Sun Dahai was not very satisfied with it, so she stopped recruiting people from Zhongda into the company.
In fact, Sun Dahai was just joking casually. If he really cared, he wouldn't randomly find a sophomore girl who liked him to help him manage the trading team, let alone hand over all the human and financial rights to Qiao Wanting.
Only the power of supervision remains.
Sun Dahai didn't care about what happened next. Now when I heard Qiu Xinjie talk about it, I realized that his casual words at that time caused the little girl in front of him to lose her way to enter the erection future.
In order to avoid embarrassment, Sun Dahai asked her what she thought of the market trend. Unexpectedly, the little girl actually had her own ideas.
"I think the current overall upward trend of the Hong Kong stock market has encountered some problems. It seems that the bull market's upward structure has not changed, but in fact it is facing the big problem of too high average price-to-earnings ratio and insufficient subsequent entry funds.
Especially in the past, several major companies successively issued large-scale shareholdings to raise funds, absorbing all the new incremental funds entering the market in a short period of time, causing a virtual shortage of the stock market.
Looking at the U.S. stock market, known as the barometer of global stock markets, it has been fluctuating at high levels since peaking at the end of September.
With the release of various U.S. economic data in October, it has been shown that after more than ten years of rapid development, the U.S. economy has now begun to slow down.
If there are no new economic growth points in the short term, or the government does not intensively introduce policies to guide the industry, then this development slowdown is likely to last for several years or even evolve into an economic recession."
Qiu Xinjie pointed out the mountains and rivers and wrote passionately, giving her an aura of "a man of ten thousand households in the age of dung".
Indeed, although the American economy developed rapidly in the 1970s and 1980s, most of it was dominated by extensive mergers and reorganizations and the concept of hyping technology companies.
It was not until a few years later, with the widespread popularization of personal computers, the rapid development of related technology companies such as Intel, IBM, and Cisco, and the formation of a relatively complete industrial chain that the American economy re-entered the fast lane of rapid development.
.
Sun Dahai knows that what Qiu Xinjie said is not wrong. It seems that her vision is still good and her judgment is good. But she doesn’t know what she is like in other aspects, especially her personality and psychology. If she is suitable, she can become a qualified
trader.
A qualified trader has relatively high quality requirements in all aspects. In terms of professional skills, not to mention the skills and skills that rely on experience and proficiency, what a trader needs most is an overall view and on-the-spot judgment.
In terms of personality and psychology, traders are required to have strict self-discipline, be calm and calm, and maintain a normal mind at all times.
Like many professions, top traders are rare but hard to come by. The talent and qualifications of each of them are very important. In other words, this is a profession that depends on God’s rewards. Talent will determine a person’s development in this industry.
upper limit.
Sun Dahai chatted with Qiu Xinjie for a long time, and got to know her a bit. He felt that if she was trained well, she would probably become an excellent trader, and he couldn't help but think of poaching her.
Sun Dahai and Qiu Xinjie were chatting. At first, everyone sat nearby and listened, but later they heard that they were just chatting, so after a while, they went to get busy.
Feng Lina and Aya were giggling while watching TV, and who knows what triggered their laughter. Li Jiajie and the others were talking about individual stocks around the computer, arguing happily.
Sun Dahai had an idea and told Qiu Xinjie that he and others were betting on stock market returns. It was not long before the deadline, but the returns lagged behind the other party, and asked her if she had any good ideas.
This can be regarded as a small test question. Of course Sun Dahai has already made a decision. Now that he is speaking out, he just wants to see how she chooses.
Qiu Xinjie, a newborn calf, is not afraid of tigers. After listening to Sun Dahai's words, she found it interesting and began to think about it.
It's not even three o'clock yet, and the Xiangjiang stock market won't close until four o'clock, so there's plenty of time. Sun Dahai is waiting for her answer with great interest, not in any hurry.
Qiu Xinjie, while checking real-time data on Sun Dahai's computer, was writing and drawing on paper.
After more than ten minutes, she handed Sun Dahai a re-copied piece of paper, which listed two stock combination methods.
“My overall idea is to prevent market correction while making profits.
The first matching method is the conventional method. I select five stocks with potential themes and the most likely dark horses. It is recommended that you only buy two to three stocks for matching. To prevent the market from falling, this method can hold up to 50% of the position.
The second method is radical, with the same 50% position, selecting one or two dark horse stocks to gain excess profits, and at the same time borrowing securities from brokers and borrowing three leading stocks that are currently at dangerously high levels for short positions."
Sun Dahai took the paper handed over by Qiu Xinjie, checked the real-time market prices on the computer, and made a simple evaluation of the two combinations in his mind.
"Just now you mentioned raising funds through batches of stocks. I found that you avoided these stocks in both portfolios. Why is that?" Sun Dahai asked her casually while looking at the investment plan.
"This is how I think about it. The stocks that were raised in batches originally had high market potential and popularity. But with the raising of stocks, the potential and popularity of these stocks have basically been exhausted.
Before the funds raised actually go into specific projects and produce benefits, the prices of these stocks are actually artificially high. Even if the market continues to rise, their stock prices may not rise with the market in the short term.
However, if these stocks want to maintain their popularity and attention, they cannot allow their stock prices to fall. They will inevitably spend a certain amount of funds to protect the market.
Therefore, I believe that these stocks are value-preserving stocks in the short term. They lack motivation to follow the rise and have people to protect them once they fall. In fact, they are relatively useless stocks, at least in the short term.
According to the situation you just described, you now need to maximize profits instead of stable returns. Therefore, you should not touch these stocks now."
Qiu Xinjie is very quick in thinking, and she answered Sun Dahai's questions casually, well-founded, and clearly organized, making her think very clear.
