Zheng Bingyun handed the data in his hand to Yi Xiaohai, and then explained: "Yesterday around 5 pm, the price of Brent oil reached 17 US dollars a barrel, which was the highest level since December 1997, but it soon fell below. 17 US dollars, quickly approaching 16 US dollars. The market in Dublin was closed, and the price of cloth oil stabilized at 14 US dollars, 5 cents and 4 cents"
"There are no signs of this sudden drop in oil prices. We believe that the most fundamental reason is that the market is still under the pressure of high inventories of crude oil and oil products"
"Crude oil and oil product inventories have dropped significantly since early March. However, because world oil inventories increased significantly last year compared with 1997, inventories are still at a relatively high level in May High inventories have hindered the recovery of oil prices, causing the market to have no confidence in oil prices. confidence¡¡"
"If there are more bearish people, oil prices will fall. This is due to the general environment. However, it is obviously unreasonable for oil prices to fall so much in one day, so our analysis is that someone is deliberately suppressing oil prices"
Yi Xiaohai agrees with Zheng Bingyun's point of view, but Yi Xiaohai needs to see more data to support this point of view.
Zheng Bingyun handed another piece of material to Yi Xiaohai: "This is the data we have been tracking the oil price market since March. WTI, Brent oil, and Dubai crude oil have all increased since March, and the increase has been very large. , in the current situation of high crude oil and oil product inventories, it is somewhat abnormal"
Yi Xiaohai is very familiar with the data in his hand, because he also participated in investments during the Han and Tang Dynasties and made a lot of money.
¡°In mid-April, the Chairman of OPEC reminded OPEC members to remain vigilant about the oil market. They believed that the rise in oil prices was caused by speculators in the oil futures market deliberately raising oil prices to seek profits. This is inconsistent with our analysis. And As for why oil prices suddenly fell sharply, we think there are two possibilities"
Zheng Bingyun gave Yi Xiaohai the data and at the same time carefully explained their analysis ideas to Yi Xiaohai.
Since he arrived in the Han and Tang Dynasties, every decision made by Yi Xiaohai did not require data support from the venture capital department, and he succeeded every time, which made Zheng Bingyun feel that he was redundant.
He has always been holding back his energy and wants to prove his worth.
This time is an opportunity.
Because of the large changes in cloth oil in a short period of time and the inability to accurately control price changes, Yi Xiaohai chose to invest with small funds.
Zheng Bingyun did not slack off because of the small amount of funds. He used the collected information and data, combined with some professional knowledge, to successfully grasp several key points yesterday and reminded Dong Li in advance, allowing the company to earn a lot of profits. .
Successfully seized many opportunities.
Although the profit cannot be compared with the several investments directed by Yi Xiaohai, it is of great significance.
"Your analysis makes sense" Yi Xiaohai was very satisfied with Zheng Bingyun's work: "Tell me what are the two possibilities"
With Yi Xiaohai¡¯s approval, Zheng Bingyun felt much relieved.
"We believe that the first possibility is that the short sellers saw the falsely high oil prices and began to suppress them and seek profits. The second possibility is that the bulls who have raised the oil price are washing their hands"
Wei Baobao has been confused from the beginning until now, and now there is another term that he cannot understand. He can't help but ask: "Can any of you explain to me what washing dishes means"
Looking at the data in his hand, Yi Xiaohai fell into deep thought.
Niu Meili was also looking at the computer screen intently, thinking about the problem, and ignored Wei Baobao.
Being left aside by Yi Xiaohai and Niu Meili, Wei Baobao was a little embarrassed, but fortunately Zheng Bingyun took the initiative to introduce him.
"Washing means that some bookmakers clear the market of excess floating chips during trading, raising the overall holding cost of the market. Their purpose is to increase the average holding cost of other investors and drive out followers, so as to reduce further rises. Price pressure.
At the same time, in the actual selling high and buying low, the bookmaker can also collect a certain price difference to make up for the higher cost it will pay in the pull-up stage.
To summarize simply:
First, by washing the market, people who only want to win a small amount of money and those who are easily shaken will exit, so that those who are optimistic about the market outlook have the opportunity to enter the market and buy. Since the latter have high entry costs, they will not easily throw them away, which will reduce the risk of raising prices in the future. Immediate profit-taking pressure After the bankers have raised and washed the market several times, most retail investors have high holding costs and will not cut off their meat easily, while the bankers' costs are quite low, thus winning a more favorable price for the bankers"
Second, by washing the market, the cost of holding positions can be further reduced, and funds can also be withdrawn.For the next move, every wash by the banker is a good opportunity to sell high and buy low. It is estimated that each wash can reduce the banker's cost by about 4%
Third, washing and shipping are similar in form. The dealer¡¯s truth and falsehoods make retail investors confused about the difference between washing and shipping. In the future, when the dealer ships goods, retail investors may also think that it is a wash. , to cover the dealer¡¯s future shipments"
Wei Baobao found that he should not ask this question, because Zheng Bingyun said a lot, which made him even more confused.
Niu Meili stared at the screen without looking back: "You don't need to explain to him. No matter how much you talk, you are just playing the piano to Niu"
Wei Baobao was speechless by Niu Meili.
Yi Xiaohai turned his attention away from the data in his hand and told Wei Baobao with a smile: "What he said is too professional. Let me tell you simply. For example, you know that the price of gold is going to increase and you want to buy some, but the price at this time is too high." High, so you spread rumors in the market that gold is going to plummet, and many people who hold gold start selling out. If you sell more, the price will be cheaper, and your purpose will succeed"
"Oh, that's it, I understand"
Wei Baobao nodded to express understanding.
Zheng Bingyun¡¯s analysis and data inspired Yi Xiaohai a lot: ¡°Which one do you think is more likely?¡±
"We tend to combine the two"
"I agree with Manager Zheng's opinion" Niu Meili was still staring at the screen in front of her: "Look at the price on the market. It hovered at 15 yuan for a long time. When the public quotation in Dublin ended, the price was reduced to 14 yuan 5"
"It seems that I think the same as you"
Yi Xiaohai showed a wise smile: "The purpose of the bulls' wash is not to suppress the price, they are just to attract funds at a suitable price But the market before the Chinese New Year makes many retail investors have no confidence. If they directly put the price If it falls below 15 yuan, it is likely to cause a market collapse They should be preparing to hover above 15 yuan, but at this time the real short sellers come out to short, forcing the bulls to push up the oil price"