big financier

Chapter 223 Long Xin's Strategy

During the meal, Pei Guangqian didn't mention much about what Lin Xiaoyang said. Anyway, it's impossible to talk about it right now. Even if they have this intention, they still need to find the project party to discuss it in detail.

Accompanying Lin Xiaoyang to finish the meal, Pei Guangqian brought Zhou Yifan back to the company.

Ying Jiashan ran over, and he made some new discoveries.

"Pei Dong, I found out the main strategy of Longxin Capital. Zheng Xiaolong has been talking about the situation of semiconductors. Judging from the changes in their positions, it is true that they have been laying out the technology sector for the past six months." Ying Jiashan said.

Pei Guangqian looked up at him, the news came really fast.

"I didn't expect that, you kid has improved so much, Jiashan, tell me, how did you find out?"

Pei Guangqian just wanted to understand Ying Jiashan's thinking, perhaps this process is very meaningful.

"I didn't discover it. It's not easy to say, and it's not difficult to say. It's just to filter out some useful things from a pile of data. This is the job of an analyst. The analyst we just recruited is also My partner, her name is Gu Xueyang."

"Oh? There is such a thing? What is your conclusion?"

"The conclusion is that these holdings in their hands can indeed be shorted. Of course, our goal is not big, it should be 30% at most!"

"30%? So sure?" Pei Guangqian was a little puzzled.

If it is a long-term strategy, he will believe it even if it is 300%, but if it is a short-selling strategy, 30% is actually quite difficult.

"You also know that I don't have much experience in short selling. Gu Xueyang's opinion is about 50%, and I plan to be conservative."

A newly arrived analyst had such courage, and Pei Guangqian became interested in her.

"You find her! By the way, give me a resume, I'll take a look, and I want to ask her something else."

Pei Guangqian was very curious about this Gu Xueyang. A person who can be so confident should be someone with a high degree of education or rich experience.

But if you haven't met, guessing is meaningless.

Moreover, analysts only rely on analysis or words. Who knows what kind of goals she can achieve in real practice. After all, analysis and actual combat are two different things.

Analysts are just people who look for opportunities, and what traders have to do is to seize intraday opportunities. If they can cooperate well, it is indeed easy to do so.

Soon, Ying Jiashan brought Gu Xueyang over.

Pei Guangqian has never even met her, and has no impression of her at all.

He clearly knew that she was a woman, but her appearance was very neutral. At first glance, she seemed to be a man.

Pei Guangqian glanced at her resume and couldn't help being surprised.

"Did you just graduate?"

"That's right, I'm a bit neutral, so don't guess, I'm indeed a woman. I only graduated with a bachelor's degree, and I'm planning to go to graduate school now." Lin Xueyang said.

An ordinary fresh graduate is indeed very inconspicuous in the newly promoted place, and she clearly said that she still needs to study, so it is obvious that she does not belong here.

But judging from her analysis results, she is a capable guy, which doesn't match her resume.

There may be geniuses, maybe Gu Xueyang is a genius.

Pei Guangqian came back to his senses and asked again: "Have you had any experience in analysis before? Is there any case you can talk about?"

"No, I heard about your results last year, and I heard that you started as a retail investor, so I came here. I came for an internship. After the internship, I have to go to school."

"Yes, I bought the technology sector when I was a retail investor, and I did make money at that time. Later, we established Xinsheng, and I almost never looked at it again. It can be regarded as fate, and now I want to go back and short it. "

"Some of Longxin's fund managers keep mentioning semiconductors in their manuscripts to investors. I think this is their main direction, a long-term strategy." Gu Xueyang said.

Pei Guangqian was very skeptical, he couldn't understand how Gu Xueyang knew.

Seeing that Pei Guangqian was puzzled, Gu Xueyang said again: "I have bought their products, and of course I have also bought yours, all of which were purchased online."

"That seems like a coincidence." Pei Guangqian said.

Ying Jiashan reminded: "Xiao Gu, you are here now, if you want to invest in anything, you need to tell the company."

A trace of displeasure flashed across Gu Xueyang's face, and he said: "Private equity selection is different from stock selection. I get too little information, and I can only observe it from the net worth. It's a pity that our products are closed for a long time. If not, we will issue them later If I bought one, I probably wouldn’t be able to buy it.”

Of course Gu Xueyang knew what Ying Jiashan meant, it was nothing more than the company was worried that she would go stock trading.

It is of course good for an analyst like her to have real trading experience.

It's a pity that what she wants to do is not a trader, and she doesn't want to develop here for a long time at all.

"I just want to know how you did it." Gu Xueyang said to Pei Guangqian.

"Am I that mysterious? Let's talk about what happened just now!"

"That's right, don't ask." Ying Jiashan said.

Gu Xueyang was a little speechless. To be honest, he had compared the products of Longxin and Xinsheng, and they were not at the same level at all.

It can be said that the newly increased net worth has almost never fallen, and it has increased slightly every week, which is nothing short of a miracle.

Gu Xueyang has a sense of admiration for Pei Guangqian, so this is the purpose of her internship here.

Although her undergraduate school was not very good, she was admitted to the most famous university in Shanghai as a graduate student.

In a few months she will go to school.

Now I seem to understand why she is better, maybe she works harder than others.

Pei Guangqian went on to say: "Xiao Gu, have you ever thought about it? There are a lot of companies in the semiconductor industry, and if Long Xin frequently exchanges shares, then we have no way to fight against him. What I want is to short their fund , not semiconductors."

If Longxin is an ETF, it is easy to handle, and you can directly sell securities.They are also in the same private placement, and if Pei Guangqian wants to suppress them, he may lack some methods.

As for why they are against them, Pei Guangqian has already explained that hedge funds don't do hedges, so what kind of hedge funds are they.

Semiconductors are obviously overvalued, and so many people are suffering losses. If these guys are still digging holes to bury people, something will happen sooner or later.

This is not a personal grudge.

The Shanghai stock index has been falling from 3400 points to around 2800 points, and has been sluggish. After all, some institutions cooperated with foreign funds, which messed up the market.

It is also a good thing to take some risks appropriately, and make private equity related to Xu Xiang like Long Xin suffer a little bit.

"So, then we have to find a way to get their position data. Maybe their position in semiconductor stocks is also 0." Hu Xueyang said suddenly.

(End of this chapter)