February 3, 2023 was a Friday. Yuan Sheng came to the big room early and found that Zhang Sheng had arrived even earlier than him.
Yuansheng had just come in early, and Zhang Sheng said: Look at this news------At the beginning of the new year, ChatGPT has become a hot topic in the technology industry, and Microsoft has increased its investment in Op, the artificial intelligence company behind ChatGPT.
AI has caused ChatGPT to create ripples in the capital market. On the first day of trading after the Spring Festival in 2023, Yucong closed up 20% and became the ChatGPT concept stock that attracted much market attention. On the morning of February 1, the survey minutes disclosed by Yucong showed that the company had received collective surveys from nearly 200 fund institutional investors in recent days. "More exciting than AlphaGo"
"The model used by ChatGPT is consistent with the underlying data and parameter scale of GPT3 released 2 years ago. ChatGPT does not further expand the data scale, but introduces a breakthrough of human knowledge, that is, reinforcement learning based on human feedback." Talking about ChatGPT Yu Cong said that in the past, big data training for supervised learning also required human annotation, but the annotation was relatively rudimentary, while ChatGPT annotation comes from professionals, who feed back the best human answers to various questions, maximizing the In the underlying data mining of GPT, a professional model is formed in a specific field, and the technical routes of the two schools of data and knowledge are well combined. |
In Yucong’s view, the future development of ChatGPT will benefit from human-machine collaboration, which will better combine human knowledge and data capabilities, lowering the threshold for each landing scenario. "The development direction of AI is technology platformization and application scenario-based. If the technology is very scenario-based, the versatility will become worse, and the high cost of basic research and development of the technology will be difficult to amortize. However, through the paradigm of ChatGPT, investment in core technology and calculation can be achieved. With the generalization of power and algorithms, human annotations can be quickly applied to scenarios, and the increase in marginal utility will greatly accelerate the intelligent upgrading of various industries." |
Yucong believes that the success of ChatGPT has paved the way for large-scale industrial implementation of AI in the future. Currently, ChatGPT goes deep into the industry chain to solve problems, which is more exciting than AlphaGo. “We are confident that China will achieve breakthroughs in the past two years” |
Some investors are concerned about the possibility of forming a similar product to benchmark ChatGTP in China within two years. Yucong replied that from the perspective of NLP (natural language processing technology), the data volume and parameter scale of domestic large models are no less than For ChatGPT, it has reached hundreds of billions of data, and the amount of data and models will even be greater; the next problem to be solved is still how to better integrate human knowledge and release the power of the basic large model itself. Therefore, the company is confident that China will achieve breakthroughs in this area in the past two years.
Yuansheng quickly read the news and said decisively: Artificial intelligence is currently the hottest subject, and we will buy Yucong at the opening.
Zhang Sheng naturally agreed very much.
At 9:25, Yucong opened at 24.5 yuan, opening 2.60% higher. This higher opening was attributed to Yuan Sheng and Zhang Sheng, because they both placed high orders and participated in the call auction, which directly pushed up the opening price. After 9:30, Yucong slowly rose, and Yuan Sheng and the others slowly increased their positions and bought... At 9:33, Yucong rose to 25.39 yuan, an increase of 6.32%. The two of them There was a tacit understanding to stop buying. This is the first battlefield for opening a new position.
After the market closed yesterday, Yuansheng reviewed all the stocks with daily limit and found that among the stocks with the most popular artificial intelligence, Dahua had the lowest price. Yuansheng focused on it. In the morning, Yuan Sheng and Zhang Sheng directly participated in the call auction. As a result, the price opened 7.11% higher, and Yuan Sheng and others completed all transactions. After 9:30, Dahua retreated to 4.59 yuan in an instant (almost invisible to the naked eye), and immediately hit the daily limit. This is the legendary second board. This is the second battlefield, and it is also a battle to expand territory. It is fast, fierce and exciting!
Zhang Sheng was very happy: Being decisive is so important! If we observe before buying, we will not be able to buy at all.
Yuan Sheng: Yes, stock trading is equal to business war, and sometimes decisiveness is one of the magic weapons for victory.
The protagonist of the third battlefield is the British dollar, which opened 1.37% lower in the morning, with an opening price of 111.90 yuan. At 9:31, it retreated to 110 yuan with a hook upward, and Yuansheng once again used the hook tactic: directly increase the position.
Zhang Sheng smiled and said: "Yuan Sheng, I found that you have become a master of hooks. When the hooks are up at low prices, you buy, and when the hooks are down at high prices (after making a certain price difference), you sell."
Yuan Sheng also laughed: "We are professional speculators. Many good stocks will fluctuate up and down repeatedly. If we don't buy low and sell high to make the difference, we can only take the elevator of the stock market repeatedly. How uncomfortable! Amateur stock traders People, they have a salary or other income. We are professional speculators, and all our money must be earned from the stock market. Of course, we must continue T+0, earn the difference, and reduce costs. Otherwise, we will look at the stock price in front of the computer every day. Going up and down without taking action, how incompetent and embarrassing!”
Zhang Sheng said, "You are right. When the low price goes up, we buy a little bit. If we buy the wrong thing, it doesn't matter. If it dares to fall again, we will buy the next low price when the price goes up... If there is a price difference, you can sell it directly downwards at a high level, and the profit will be guaranteed! This kind of operation is stable and can be used repeatedly.”
The fourth battlefield is Shengsheng’s home field. It opened 2.30% lower in the morning, with the opening price being 90 yuan. Seeing that one of its products was once in 60 years, Yuansheng directly participated in the call auction and increased its position. Later, its stock price fluctuated at 9:30 and fell back to the opening price of 90 yuan again. Yuansheng increased its position again. . The auspicious number 94.28 yuan appeared at 9:37, and Yuansheng sold it directly, achieving T+0 in the session.
The protagonist of the fifth battlefield is Xiaodao. It opened 2.89% lower in the morning, with an opening price of 37 yuan. Yuansheng took a wait-and-see approach. At 13:24, Xiao Dao rose to 39.98 yuan, which was both an auspicious number and close to a pair. Yuan Sheng and the others decisively sold 80% of their chips, reducing the cost to around 5 yuan, locking Xiao Dao's victory. The remaining chips can be slowly observed for N days before making a decision.
What should be bought has been bought, and there is no chance to sell for the time being. Yuan Sheng and the two started chatting mode again...
Zhang Sheng: "Yuan Sheng, I found that you have a characteristic when choosing stocks: among popular stocks, you either buy the largest market, buy the smallest market, buy the lowest price, buy the highest price, or buy exchange Either buy the one with the fastest hand or the one with the slowest hand... Is there any reason?"
Yuan Sheng: "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 them changing hands too quickly, or dislike them changing hands too slowly, or dislike their stock prices being too high. ......These are superficial phenomena. In my 30 years of experience in stock trading, I have found that these things are not important. Multiple factors must be considered comprehensively. As long as the standards are met... .No matter what stock, it can rise. These various factors were summed up by me after 30 years of repeated exploration, which shows the importance of experience. So some people concluded: Experience is also a kind of wealth!"
At 2:47 p.m., the main force quickly pulled Yu Chong up to the daily limit, causing Zhang Sheng to jump up again...
The market closed at 3 p.m., and Yuansheng took stock of its stocks: Yucong rose 20.02%, Xiaodao rose 1.89%, Shengsheng rose 1.36%, Yingyuan rose 4.7%, and Dahua rose 10.09%. Will these five golden flowers in the eyes of distant students rise or fall next week? Let’s look at the breakdown next time. (To be continued)
