March 30, 2023 is a Thursday. Yuan Sheng came to the main room early. As soon as they met, Zhang Sheng said: It has been dark on Thursday for several consecutive weeks. Will it still be dark today?
Yuan Sheng: Regardless of whether it is Black Week 4 or not, we are short-term, and we have already made profits on stocks. If we sell them at a high price, we will lock in profits. Why not?
Zhang Sheng continued, how do you understand this news: [Institutions are gathering to investigate AI! CICC, E Fund, PAG, etc. have all taken action] With Op
AI's artificial intelligence chatbot has become popular, and investment opportunities in the artificial intelligence sector have also attracted the attention of various institutions. Brokerage China reporters noticed that many artificial intelligence concept stocks have been investigated by well-known institutions, including leading securities companies CICC and CITIC Securities, leading public offerings E Fund, China Asset Management, and well-known foreign investment institutions PAG Investment Group (PAG), etc.
Yuansheng: Smart people all know that in the next 5-10 years, AI will become more and more common, and everything will be AI. Therefore, the AI hype in the past month can only be an outpost, and many institutions are still Not involved. Look, institutions are only doing research now. After the research comes back, they have to hold meetings, decide on strategies, and submit for approval... and then they can slowly build positions... This all takes time, so, The last big topic (new energy) took 2-3 years to come to an end.
Zhang Sheng went on to say, take a look at this news: According to the official website of the Future of Life Research Institute, on March 22, the Future of Life Research Institute (Futu
e of Life) issued an open letter to the whole society "Suspension of Large-scale Artificial Intelligence Research", calling on all artificial intelligence laboratories to immediately suspend the training of artificial intelligence systems more powerful than GPT-4 for at least 6 months. The agency’s mission is to “guide transformative technologies to benefit lives and away from extreme, large-scale risks.”
The letter reads, "Powerful artificial intelligence systems should be developed only when we are convinced that their effects are positive and the risks are controllable." Musk has expressed concerns about artificial intelligence many times before, believing that artificial intelligence It is one of the biggest risks to human civilization in the future. The threat level is much higher than car accidents, plane crashes, drug epidemics, etc., and even more dangerous than nuclear weapons.
So far, Musk and Apple co-founder Steve Woz
Thousands of technology tycoons and AI experts, including iak and Stability AI founder Emad Mostaque, have signed the open letter.
It is worth mentioning that Op
AI CEO Altman talks with MIT research scientist Lex F
IDMA
In the latest dialogue, it was pointed out that AI has developed its unexplainable reasoning ability, and at the same time admitted that there is a certain possibility that "AI will kill humans".
Yuan Sheng: The open letter "Suspension of Large-scale Artificial Intelligence Research" ----- The 1,000 people who signed it are all people from large companies such as Microsoft (either serving or indirectly serving these large companies). They are already in AI is taking the lead, and of course they hope to pause so that other companies will have no chance to catch up. It means that the five G families who own H weapons agree to ban H weapon testing. In this way, other G families cannot develop H weapons, and these five G families benefit the most. Therefore, any suggestion is a battle of interests. Ordinary retail investors, when watching the news, can’t see what’s behind it at all (that’s what’s behind it is useful). News, news must be fast to be useful. The suggestion on March 20 was only reported on March 29. It was obviously to cooperate with institutions in washing up AI concept stocks.
Yuan Sheng continued: Yesterday morning, many AI stocks were making rapid progress. Suddenly, a certain media issued an open letter "Suspension of Large-scale Artificial Intelligence Research." Smart big funds took the lead in selling AI concept stocks. They sold in large quantities, and the stock prices will naturally fall. If they fall, retail investors will naturally follow the trend and sell, so that the stock price will continue to fall... N days later, big funds think that the fall is about the same, and buy the stock backhand. Big funds buy in large quantities, and the stock price will naturally rise. If it rises, retail investors will naturally Buy following the trend. The more people follow the trend, the more violent the rise will be...At this time, public opinion will say: AI is the greatest theme in the stock market and can be speculated for 10-20 years, because everything can be AI. , and then quoted the views of Microsoft CEO as endorsement: AI is the greatest technological revolution since the graphics computer in 1980... At that time, AI will be surging again. Therefore, those who sell at high prices will make money; those who buy at low prices will also make money. You will still make money if you stick to some truly promising AI stocks (and hold on until you make money).
Zhang Sheng: I understand. We learned in middle school that Theory Y serves the ruling class. Now, I understand: all news (public opinion) is for big money. Yesterday’s open letter meets the requirements of big money’s washout...
Yuan Sheng: Yes, many investors have watched 5-15 years of financial websites for free, and read the news every day. These are superficial things. Only by learning to understand the purpose (things) behind the news can it be useful and can only contribute to our hype. Instructive.
Zhang Sheng: Opponent, look at the essence through the phenomenon!
Yuan Sheng: I reviewed the market last night and found a good stock, which is Haibo stock. First, it encountered bad news in 2022, so it continued to fall after listing. It will enter a cyclical recovery in 2023. Adding that it is a trustworthy stock and adding the ChatGPT application to the market will lead to a high probability of high growth in the future.
Second, it has been adjusted and washed in the past three days, and it will rise at any time today. As long as there is any change, we will buy it.
Zhang Sheng: It’s a good strategy. After the market opens, we pay close attention to it and buy immediately if there is any change.
The call auction started at 9:15, and Haibo stock was indeed likely to open higher. Yuansheng and the others directly set a high price and participated in the call auction. As a result, the deal was completed: it opened 5.89% higher. This higher opening had Yuansheng and the others. share of the credit.
The stock price fluctuated at 9:30. Yuansheng and the others added 2 positions near the opening price, ending the first battle to expand their territory.
The second battlefield is the battle of Hete Stock. In the morning, Hete's stock opened 4.68% higher, and there was no special situation. Yuansheng and the others must wait and see first to see the battle between the long and short sides...
After the stock price fluctuated at 9:30, the long and short competition was relatively fierce. However, it has been running in the red, and Yuansheng continued to wait and see and wait...
At 9:46, when Hete's stock rose to 88.69 yuan, Yuan Sheng saw that the increase was close to 11%. In addition, it had already increased by 20% yesterday, which equals an increase of 31%. Yuan Sheng, who was not greedy, decided to sell 50% of his chips first to reduce costs and secure victory.
At 10 o'clock, Hete's stock soared to 90.98 yuan. Zhang Sheng is a smart man. He said loudly: auspicious number (90.98)! As he spoke, he entered the car and cleared the stock, and Yuansheng also cleared the stock - at this time, the stock had increased by 33% in less than 2 days. Yuansheng and the others were content and never reluctant to fight: because This is the second wave of Hete stock, and there is a phenomenon of high volume and high volume. Therefore, the cautious Yuan Sheng adopted the strategy of clearing positions. If it rises again later, let others make a profit. According to Yuan Sheng, good intentions will be rewarded sooner or later! Increasing the volume means that there are a lot of funds that like it. Selling it and giving away chips to people who like it is also a good thing!
The third battlefield is the battle of Yangguang stocks. At 9:33 in the morning, when Yanguang's stock soared to 77.73 yuan, Yuan Sheng and others cleared their positions. The reason for the clearance was that its circulating market was more than 16 billion yuan, which can be said to be high-priced and medium-to-large. The stock yesterday There is no daily limit, indicating that the stock price is not strong enough. Therefore, Yuansheng and others directly cleared their positions and protected the fruits of victory.
At 10:42, Yangguang's stock price turned green at a high price. Zhang Sheng smiled and said: Do we want to do something good? How about watching others scramble to sell (causing the stock to flip in the green), how about we help them and buy a little bit?
Yuan Sheng: Okay! Yangguang's stock is good in all aspects. Let's fight back a little bit.
After Yuan Sheng finished speaking, Yangguang's stock retreated to 74.13 yuan, and Yuan Sheng and the others directly entered the car, bought a few chips, and ended the battle.
Battlefield 4 is the battle of Rain from Stock. In the morning, the stock opened lower by 2.76%. After the opening, it quickly rebounded to 42.90 yuan and was unable to turn red. Yuansheng and others directly cleared their positions and protected the fruits of victory.
Zhang Sheng: Why clear it?
Yuansheng: The first wave of the market more than doubled, and now it is the second wave, which has also increased by 71.9%. We are making money, but it cannot become popular. I will stop when it is good. This is the safest tactic.
Zhang Sheng: I understand. For stocks that you are relatively confident about, keep a small amount for a while. For stocks that you cannot see clearly or are not sure about, just clear your positions directly. Different stocks should be treated differently.
The fifth battlefield is Yuchuang’s home field. In the morning, when Yuchuang hit a hook of 16.79 yuan, Yuansheng sold 20% of the chips. Unexpectedly, it plummeted. The moment it hit a hook of 15.50 yuan, Yuansheng bought it back. Because the stock's capacity is limited, I only dare to sell 20% of the chips, and the price goes down. Yuan Sheng is eager to buy it back, because he is afraid that after the washout is over, it will suddenly skyrocket... what will happen one day? thing? Yuan Sheng also wants to know.
Zhang Sheng: Yuansheng, are you very optimistic about Yuchuang?
Yuan Sheng: Yes, I think it is a unique stock. Sooner or later it will...
The closing time came again during the chat, and Yuansheng took stock of the stocks in his hands: (Written at night. 17K Novel Network can add words at any time)
PS: The prototype stock for clearance is: written at night
