Chapter 287 Small and large, who is the king?

Super Retail Investors/Chapter 287 Small and Large Caps, Who is the King?

In the evening, Ding Xu, Yang Kui, Tang Hao, Qi Fei, Liu Yue, Sun Qingyu, Tang Xiao, Xie Weihua and the eight people gathered again at the Jinyuan Hotel to celebrate their success. X.

In the first week of 2009, Baotou Steel Rare Earth rose from 7.02 yuan to 8.55 yuan, a weekly increase of 21.79%, which made the group of friends feel excited and it is certainly worth celebrating.

In Tang Hao’s words, if you make money in the stock market, you have to enjoy it and eat and drink. Otherwise, what are you doing to make money? The purpose of stock trading is to make money, and making money is for enjoyment. Don't put the cart before the horse and invest all the money you spent on eggs and vegetables in the stock market, while tightening your belt and living a hard life. This will turn stock trading into a kind of insult to yourself. torture.

Although Ding Xu and the others knew that Big Fatty Tang was just looking for a reason to have dinner with the goddess in his mind, and they were just foils, this did not affect Ding Xu and the others' interest in eating and drinking at all. Anyway, as long as someone pays the bill, that's the most important thing.

Long live the rich!

Perhaps Chen Xiao was stimulated by Tang Hao's words at the last Miracle Group gathering, and she reflected on it for a while after returning. Therefore, at this gathering, she began to become calm and silent. I didn’t mention that I was 8 years older than Tang Hao, but I just discussed some stock issues with everyone.

"Ding Xu, I heard from some teachers in the Economics Department that large-cap blue-chip stocks such as bank stocks and brokerage stocks have now fallen to lows, which is a good investment opportunity. Small companies like Jinshan Development Market stocks and theme stocks have risen a lot some time ago, but you should be careful about sudden plunges. What do you think of this point of view?" After a glass of wine, Chen Xiao's face turned red and he started to ask Ding Xu.

"I haven't studied this issue carefully. But Tang Dapang mentioned this issue in the group two days ago. Why not let him express his own views." Ding Xu smiled slightly. He calmly gave Tang Hao a chance to perform.

Upon hearing the upgraded new nickname "Big Fatty Tang", Tang Hao glared at Ding Xu fiercely.

However, even if Tang Hao wanted to look fierce, his small eyes as big as mung beans couldn't really project any aura.

"Actually, I have achieved some results in losing weight recently. I feel that nicknames such as Fatty Tang and Fatty Tang no longer suit me." Tang Hao exhaled a long breath and shook his stomach hard. He shrank for a moment, then stood up. He pretended to pat his seemingly flat belly to show everyone his latest weight loss results.

Ding Xu sighed silently. Not only did he know that Tang Hao was still a potbellied person, but he also knew that after Tang Hao was stimulated by Teacher Chen Xiao’s words last time, he gave up on himself and ate one after another. After eating spicy hot pot for a week, my face was shiny and fat.

The reason why his stomach looks flatter at this moment is because Tang Hao's chest is too high - when a person contracts his stomach too hard, his internal organs are pressed up. The chest will naturally and inevitably puff up.

"It is very effective. Yes, keep at it!" Even though everyone knows it. They saw some clues, but they had short mouths for eating people and soft hands for taking people. Xie Weihua and the others still nodded in appreciation in a cooperative manner.

Even Chen Xiao, Sun Qingyu, and Liu Yue, three ladies, suppressed their laughter and nodded, trying their best to cooperate.

"Then don't call me Tang Fatty anymore!" Tang Hao was overjoyed and hurriedly hammered away.

"Okay, classmate Tang Dapang." Chen Xiao said pretending to be serious.

"Pfft!" Liu Yue couldn't help laughing.

"Bang..." Tang Hao just exhaled a long breath, and he had been holding his breath while speaking. At this moment, he finally couldn't hold it in any longer and couldn't help but take a deep breath. He was about to say something more to save his face, but unexpectedly, when he took a breath, his stomach that was tight just now suddenly popped out, knocking over the large glass of wine on the meal, and the dark red wine spilled It's everywhere.

"Hahaha..." Since Tang Hao stood up to show off his abdominal muscles, everyone saw this dramatic scene clearly. No one could hold back their laughter anymore and simply burst out laughing. Laughed wildly.

"Fat Tang is so funny!" Even the well-informed and white-haired Professor Xie almost cramped with laughter. He lay on the back of the chair and punched Qi Fei on the back, causing Qi Fei to I beat myself up until I rolled my eyes.

Chen Xiao also laughed so much that his stomach hurt. He leaned in Sun Qingyu's arms and rubbed his stomach.

"Uh..." Tang Hao grabbed a handful of paper towels and hurriedly wiped the wine. Then he glanced at Chen Xiao awkwardly and found that she was lying in Sun Qingyu's arms, smiling. De Zheng Huan, and her smile is extraordinarily sweet and cute, and her smile is as bright as a flower.

At this glance, Big Fatty Tang was immediately stunned. Until everyone's laughter died down, he still couldn't take back his infatuated eyes.

Although Chen Xiao smiled happily, out of the corner of his eye, he noticed Tang Hao's piggy appearance. Her brows wrinkled slightly, and then she exhaled a long breath, seeming to have made an important decision.

Ding Xu saw something was wrong and quickly kicked Tang Hao.

Tang Hao came back to his senses, patted his forehead, and took a long breath. He seemed to have realized something and made a decision.

Liu Yue looked at the expressions of these two enemies sensitively, and the fire of gossip burned brightly in her heart again.

Next, Tang Hao started to tell some interesting jokes, and even made a self-deprecating joke about a big fat man, making Chen Xiao and others laugh again.

Tang Hao was satisfied with this atmosphere, because just now, when he looked at Chen Xiao's charming and beautiful smile, he suddenly thought that there was nothing wrong with being called Fatty Tang, like There is nothing wrong with Yang Kui pretending to be stupid. As long as it can make Teacher Chen happy, it can narrow the distance between the two and create a sense of intimacy.

After telling a few jokes, Tang Hao brought the topic back to stocks: "As for large-cap stocks such as banks and securities firms, Mr. Chen, I don't think you should touch them yet. "

"Why? Aren't these blue-chip stocks bad?" Chen Xiao put away his smile and asked in surprise.

"Blue chip is not blue chip, garbage is not garbage, this is just a relative term, it depends on the time period. In a bull market, brokerage stocks will definitely have a sharp increase in performance and are blue chip stocks, but if you encounter a bear market. Brokerage stocks It’s just a stinking fish that can’t stand up. There is no doubt that 2008 was a huge bear market, and the trading volume has dropped to freezing point. The annual report of the brokerage stocks has not yet been released. But if we look at the monthly reports that have been released, we know that their annual reports last year were terrible." Tang Hao wanted to show off in front of Chen Xiao, so he analyzed it carefully, "As for bank stocks. , the performance is very good and very stable. But because the performance is too low, it is difficult to increase significantly again, and the market size of bank stocks is very large, such as China Construction Bank, which is 9 billion. Multiplied by the stock price of more than 3 yuan, the circulating market value is more than 30 billion. Now we have just experienced the big bear market in 2008, the impact of large and small non-profit reductions and the financial crisis has not been eliminated, and market confidence has not yet been eliminated. After recovery, funds are like birds of prey and will leave the market at the slightest sign of trouble. Therefore, there is not much money to speculate on such large-cap stocks for the time being, so it is better to control the market and have less capital demand. If you buy a stock, you will leave the market after it doubles, lock in profits, and wait for the next opportunity."

"So that's the case. No wonder small-cap stocks such as Sichuan University Zhisheng and Oriental Hongyu have soared a while ago. , stocks such as Zhonglu Holdings and SMIC kept doubling." Chen Xiao nodded thoughtfully.

"Well, when market funds are tight, these small-cap and small-capitalization stocks will continue to emerge with this kind of money-making myth to create market hot spots and money-making effects to activate the market and attract growth. After all, until the market environment has completely improved, funds will not be bold enough to invest in large-cap stocks. However, both public funds and private equity majors have to make money to support themselves, so they have to choose those stocks that have historically been locked in and are under pressure to lift the ban. Small-cap stocks that are small and easy to collect chips for speculation.

After speculating on a stock that has doubled, they will leave the market and look for the next small-cap stock to speculate on, including new small-cap stocks waiting to be listed in the future. This cycle repeats and continues to make money. "

With Chen Xiao's approval, Tang Hao became more interested and analyzed impassionedly, "Of course, it is best for such small-cap stocks to be theme stocks and concept stocks at the same time, so that they can rise. For this reason, retail investors are also prone to follow suit. I believe that this year’s biggest theme and concept stocks are mainly concentrated in local small-cap stocks in Shanghai. One is because Disneyland is going to be located in Shanghai. Looking around the world, the Mickey Mouse effect will bring about a big wave of local stocks. Second, Shanghai's World Expo concept will also add icing on the cake to Shanghai's local stocks. Of course, the Asian Games in Guangdong will also bring about corresponding strengthening of theme stocks. Therefore, in addition to local real estate stocks, such theme stocks and concept stocks are also worth noting, as are commercial consumption and other sectors, because related concepts will bring opportunities for this sector to strengthen. ”

“For example, your Jinshan development? Yes, it sells bicycles, and foreigners especially like riding bicycles. If Disney and the World Expo were both located in Shanghai, maybe many foreigners would come to buy bicycles. While that's at least a few years away, booking in advance is possible. "Chen Xiao glanced at Tang Hao with a half-smile but said mockingly, "It's a pity that Hong Kong refuted the rumor and said that it had not signed any agreement with the Shanghai government, which caused the stock to go against the trend and fall today. ”

As two famous fat men in the Miracle Group, Tang Hao and Chi Bu Fat have similar personalities, and there is quite a sense of sympathy for each other.

After Chi Bu Fat bought Jinshan Development, although Tang Hao did not Qian followed the trend, but he was also very interested in this stock, and supported it in the group.

Chen Xiao didn’t know what was going on, and thought Tang Hao had also bought Jinshan Development, so he took advantage of this topic. It hit him hard.

"Today's decline is only temporary. In the long run, refuting the rumors can be considered a benefit. Tang Hao's face turned red and he retorted, "Because if the benefits are realized, you will have to worry about dying in public." For example, the Olympic sector has been speculated for nearly ten years. When the Olympics opened last year, almost all stocks experienced an avalanche trend. Now that the benefits of Mickey Mouse settling in Shanghai have not been realized, the main force can continue to speculate. Moreover, Jinshan Development can also be involved in the Shanghai World Expo concept. If you don’t believe it, look at next week, Jinshan Development will most likely rise! "

"What Fatty Tang said makes sense. The signs of the bull market are not very obvious now, so funds are relatively cautious and generally do not speculate on stocks with large circulation. For example, some large-cap stocks with themes and concepts related to the reorganization of state-owned enterprises, most of which have a circulation of several billion, will often be noisy for a day or two even if the theme is announced, and retail investors will easily be fooled by following the trend. On the other hand, small-cap stocks require a small amount of capital and can often continue to be speculated, just like the five or six daily limit boards in the early stages of Kingsoft's development, all in one go. "

Ding Xu stepped forward to help Tang Hao, "So, Big Fatty Tang's idea is still right, that is, follow the main force's hype style. When the main force is able to speculate on large-cap stocks, we will go after large-cap stocks. When the main players are keen on speculating in small-cap stocks, we will do small-cap stocks. For example, the Baotou Steel Rare Earth, Jinshan Development, and Qianyuan Electric Power we bought are all small-cap stocks. This is because there are not many incremental funds in the stock market, and it is easier to see profits by speculating in small-cap stocks. "

"It makes sense. Not only are large institutions now holding less assets, retail investors also have less money to invest in the stock market. "Professor Xie Weihua also stood up to support Tang Hao, "I went to the surrounding factories and mines in Huairen City some time ago to investigate, and found that the current economy is indeed very sluggish. Employees in many companies have been laid off, and their wages have been halved and they have not been paid on time. , and some have directly stopped production and are unemployed. I heard that the situation in coastal provinces and cities is even worse. It has become difficult for many people to even have money for food. How can they still have spare money to invest in the stock market? What's more, during last year's big bear market, many people are still trapped and can only hold on to it. Their stock accounts have become zombie accounts, and they have no intention of buying new stocks.

"

Seeing that everyone was talking for Tang Hao, and it seemed to be turning into an academic dispute, Chen Xiao rubbed his sunburn with a headache, raised his glass, and shouted: "Don't say anything. It’s a stock, let’s talk about romance! "

Hearing this sentence, everyone glanced at Chen Xiao in surprise. They always felt that it was a bit too abrupt for her to say the words "Feng Hua Xue Yue" in front of Tang Hao. Could it be that she just Aren’t you afraid of Tang Hao’s overthinking?