第577章【价值投资布局与围剿QFII?】(1 / 2)

半个小时之后,王鑫召集了他的交易团队开会,这批交易员都是跟着他一起做私募时期的队伍,现在也是集体加入了晟峰资本。

从另一个角度来讲,晟峰资本的性质也是更庞大的私募,投资的准入门槛就是3个亿起步。

“做短线交易确实有困境,首先需要消耗交易员大量的精力,而在资金量庞大的情况下,短线交易就存在局限,而且单一资金短线交易会进一步放大风险,一个不小心就会把救市资金给套住,这一点尤为关键,也是我为什么要强调一定一定一定要避开国家队的救市资金的原因。”

王鑫的这番话回响在与会的每一个交易员的脑海里,这话说的很重,且再三强调。

与会的一个年轻的交易员疑惑不解的道:“老板,我无法理解,为什么要避免救市资金套住?我们可是短线游资,为什么要放弃最容易获利的途径转而去啃最硬的骨头,还是散落在市场各个边角的渣滓……”

王鑫瞥了他一眼,淡淡的说道:“你是个有潜力有天赋的操盘手,但你的想法就跟你的年龄一样还是年轻的很,甚至有点幼稚。”

对方一听面色涨红,他才20岁是王鑫团队中招募进来的最年轻的交易员,王鑫话这么说,但实际上很看好这个年轻人。

王鑫见他不服气,说道:“一旦国家开始救市,我们的态度事不关己站在资金逐利的角度上没有错,但在这片土地上首先要跟着国家意志一走,屁股不能坐歪了,想套救市资金获利?你是想你最黄金的十年时光在牢房里度过么?”

对方一听顿时无言以对,在这里,一个扰乱市场秩序就可以判刑了。

王鑫补充道:“我们的底线就一条,抄底不能抄在国家队身上,必要时甚至可以帮忙给一点助攻,都明白了吗?”

一众交易员顿时齐齐点头,刚刚那名交易员再次发问:“那我们的交易行为属于什么性质?投资?投机?”

王鑫言简意赅的回道:“是价值投资。”

价值投资?

听到这话的时候,与会的大部分交易员都透着一副耐人寻味的表情,其中一位交易员直言不讳的说道:“价值投资?在大A说价值投资的故事?恕我直言老大,一个把叫万千股民赤果果的描述称之为‘韭菜’的市场有价值吗?国内那帮做私募的、基金的还有那什么的哪一个不是短线的收割小散的好手?”

这位交易员觉得在大A说价值投资是一件很搞笑的事情,也疑惑顶头上司这到底经历了什么,他以前可不是这样的想法啊。

王鑫淡然笑答:“加入晟峰资本之前我也是这么坚定认为的,说实话我也收割了不少小散的财富,但加入之后在我连续一周深入的了解这个庞大的机构及其行为,我毫不犹豫的否定了之前的想法,他们做的比我们之前做私募更有意义,更有价值。”

“老大,晟峰资本有什么不一样吗?不就是更庞大的私募?区别在于收割国际资本外国人的钱财而已,但本质不也一样?”

王鑫摇了摇头,继续说道:“你还是不懂,晟峰资本实际上的目的是快速完成资本的原始积累,然后做价值投资,这错不了。我获得内部资料并研究分析之后才意识到,晟峰资本效仿的是建立东方的伯克希尔哈撒韦公司,秦总或者说晟峰资本背后的那个男人,罗晟知道短线炒股不是长久之计。”

“资本的原始积累都是不停的搏投机、搏风险,但当积累完成后都会转到价值投资上来,这就有点像一个人年轻的时候喜欢打打杀杀,但年龄大了以后就想稳定,娶妻生子,过普通的生活,什么名利都不想,拥有过放弃和未曾拥有是两个截然不同的概念。”

与会的交易员团队们不由得陷入了沉思,最年轻的那位年仅20岁的交易员也不禁若有所思。

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