Chapter 58 The Most Popular Theme Stocks
February 3, 2023 was a Friday. Yuan Sheng came to the main 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's increase in investment in OpenAI, the artificial intelligence company behind ChatGPT, has made ChatGPT even more popular.
There are ripples in the capital market.
??On the first day of trading after the Spring Festival in 2023, Yucong closed up 20% and became a ChatGPT concept stock that attracted much market attention. On the morning of February 1, the research minutes disclosed by Yucong showed that the company has ushered in a
A collective survey of nearly 200 fund institutional investors. “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 previous big data training of supervised learning also required people
is annotation, but the annotation is relatively rudimentary, and the annotation of ChatGPT comes from professionals, feeding back the best human answers to various questions, maximizing the mining of GPT's underlying data and forming it in a specific field.
The professional model perfectly combines the technical routes of the two schools of data and knowledge.
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 various implementation scenarios. “The direction of AI development is technology platformization and
The application is scenario-based. If the technology is very scenario-based, the versatility will become worse.
The high cost of technology under basic research is difficult to amortize, but through the paradigm of ChatGPT, investment in core technology, computing power, and algorithm generalization can be achieved. Human annotation can be quickly applied to scenarios. The growth of marginal utility will greatly accelerate various aspects.
Intelligent upgrading of the industry." |
Yu Cong believed that the success of ChatGPT spread the road to the large -scale industrial landing of AI in the future. At present, ChatGPT has deep into the industrial chain to solve the problem, which is more exciting than AlphaGo. "
Some investors are concerned about whether it is possible to form a similar product to benchmark ChatGTP in China within 2 years. Yucong replied that from the perspective of NLP (natural language processing technology), the amount of domestic large model data and parameter scale are no less than
In ChatGPT, already
Reaching hundreds of billions of data, the amount of data and models will even increase; the next problem to be solved is still how to better connect human knowledge and release the power of the basic large model itself. Therefore, the company's domestic influence on
We are confident that we will achieve breakthroughs in this area in the past two years.
Yuan Sheng quickly read the news and said decisively: Artificial intelligence is the hottest topic at present, and we will buy Yucong when it opens.
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. 9:30
Later, the rain slowed down
Slowly rising, Yuan Sheng and Yuan Sheng slowly increased their positions and bought... At 9:33, Yu rose from 25.39 yuan, an increase of 6.32%, and they stopped buying with a tacit understanding. This
It is the first battlefield for opening new positions.
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, Yuansheng and Zhang directly participated
Call auction, the result was 7.11% higher, far
Suddenly, all their transactions were completed. 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 the beginning of Xinjiang.
Tuotu's battle is fast, fierce and exciting!
Zhang Sheng was very happy: decisiveness is so important! If we had observed before buying, we would not have been 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. It opened 1.37% lower in the morning, with an opening price of 111.90 yuan. At 9:31, it retreated to 110 yuan, and Yuan Sheng 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. You buy when the hooks are up at low prices, and you sell when the hooks are down at high prices (after making a certain price difference)."
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 who have a salary or
Those who have other incomes. We are professional speculators, and all our money must be earned from the stock market. Of course, we must constantly T0, earn the price difference, and reduce costs. Otherwise, it is too much to watch the stock price go up and down in front of the computer every day without taking action.
Incompetent, how 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 at the next low price.......
If there is a price difference, just sell it directly downwards from a high level, and the profit will be guaranteed! This kind of operation is stable and can be used repeatedly.”
The fourth battlefield is the home field of Shengsheng. In the morning, it opened 2.30% lower, with an opening price of 90 yuan. Seeing that one of its products is a once-in-60-year product, Shengsheng directly participated in the call auction to increase 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. At 9:37, the auspicious number 94.28 yuan appeared, and Yuansheng sold it directly, achieving an intraday T0.
The protagonist of the fifth battlefield is Xiaodao. It opened 2.89% lower in the morning, with an opening price of 37 yuan. Yuansheng adopted a wait-and-see approach. At 13:24, Xiaodao rose to 39.98 yuan, which is both an auspicious number and a close pair.
, Yuan Sheng and the others decisively sold 80% of the chips, reducing the cost to around 5 yuan, locking in the victory of Xiao Dao. 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 again...
Zhang Sheng: "Yuansheng, I found that you have a characteristic when choosing stocks: among popular stocks, you either buy the largest market share, the smallest market share, the lowest price, the highest price, or s
Either buy the one with the fastest hand, or buy the one with the slowest hand... Is there any reason?"
Yuansheng: "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 all superficial phenomena. In my 30 years of speculation,
In my stock market experience, I found that these things are not important. A variety of factors must be considered comprehensively. As long as the standards are met... any stock can rise. These various factors were summed up by me after 30 years of repeated exploration.
Yes, this shows the importance of experience. So some people concluded that 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 the stocks in his hands: Yucong rose by 20.02%, Xiaodao rose by 1.89%, Shengsheng rose by 1.36%, Yingyuan rose by 4.7%, and Dahua rose by 10.09%. These five gold stocks in Yuansheng's eyes
Chapter completed!