Investment Opportunities For The Three Quarter Of The Stock Market Need To Be Grasped.

In the first half of the year, China's stock market fell the third place in the world, and the main board and small and medium sized businesses fell by more than 17%. If investors could get away from the "fuse" at the beginning of the year and the fall of early May, investors could get a positive return. This result once again verified our repeated investment philosophy: we will buy grandchildren! We will sell our father!

What are the investment opportunities of the three quarter of the stock market? From the statistical probability, the "July fire" has been recorded for 6~7 years in the 10 years and July, so there are many more in the market now, and the optimists are ready to make a big fight. Among them, the most crazy and even high is 4000 points.

What is the view of the pessimists? The report of State Securities said, "crisis is coming, danger is organic". It is predicted that this year will be 7~9 months.

Or there will be a "perfect storm".

The pessimistic arguments can be summed up as follows 5: 1. depreciation of the Renminbi; 2. commodity prices; 3., 3~5 countries or "off Europe"; 4. mainstream institutions to increase their risk aversion; 5. Vanke resumption of the fall!

The simplest way is to ask the robot when the gap is high. The pressure line of the six screen system is still at 2968 points in Shanghai stock market.

The "bad profits" change.

In a salon on the weekend, I once again stressed that the three quarter trader's thinking is to grasp the opportunity of "falling out", which is basically the same as that of the first half of the year.

If there is no "opportunity to fall out" and wait for the light store, the stock market's investment opportunities in the three quarter will fall behind one word: fall!

At the beginning of June, empty warehouse and light storehouse were built in the concussion of Britain's "off Europe".

As the saying goes, "bull market is stable and bear market runs fast". As one of the basic characteristics of Chinese stock market is short bear length, it is not suitable for long-term investment strategy, and is not suitable for so-called "quantified" high frequency trading strategy.

The "golden mean" between high-frequency trading and high frequency trading is value investment + band operation.

A good investor can completely not understand mathematical formulas (such as Soros), or can not use computers (such as Buffett), but must encourage his investment team to make fewer investment decisions based on intelligent tools. Twenty or thirty years ago, the excess revenue of Wall Street mainly came from information asymmetry. Now, along with the speed of artificial intelligence processing information and the cost reduction, people have entered the era of massive information, so that the investment income can be increased and the investment risk can be reduced through data decision tools.

Successful investors are almost all philosophers, philosophical thinking plus quantum mechanics, plus a little psychology. Ordinary people can achieve extraordinary results in stock market investment.

Simple technical analysis is the most unreliable way to read a picture.

In essence, the application of big data finance in the securities investment market is "qualitative thinking quantification". In March, Goldman Sachs announced at the second big data Investment Conference: "quantitative and big data have already risen in the stock investment market".

ROB KAPITO and LARRY FINK, President of BlackRock, jointly announce the integration of Fundamental Equity Team and quantitative research team (Quantitative EquityTeam). One of the reasons for the merger is that most investors are concerned only with investment income but not from where investment profits come from.

In other words, the stock market doesn't need to know everything.

The elimination of people must not be human beings, but the progress of tools! But one of the weaknesses of human nature is the instinctive resistance to new tools. The stock market is entering a new era. The investment decision of human brain + computer (Basic + quantitative research) will become the mainstream.

In the second half of this year, the technological advantages of SIAI will guide people to grasp the opportunities of "falling out" in the stock market.