GCSAT :: Volume #1

#89: The planner's 1st practice


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leaf boat thinks rested midnight around 2 : 00 from afternoon, waited for him to get up the time, outside is a deep dim light of night. 叶舟一觉从下午睡到了半夜的两点多,等他起来的时候,外面已经是一片深沉的夜色。 He rubs the head to crawl to get out of bed, first was goes out looked at one, discovered that leaf Lan has not rested unexpectedly, at this time is squatting in front of the screen of hall tosses about her financial model. 他揉着脑袋爬起床,先是出门看了一眼,发现叶澜居然还没睡,这时候正蹲在大厅的屏幕前折腾她的金融模型。 Then how hasn't rested late? Tomorrow won't make again good?” “怎么那么晚还不睡?明天再弄不行吗?” leaf Lan turn head looked at him to be the same, somewhat replied indifferently: 叶澜回头看了他一样,有些无所谓地回答道: Evil, I am not sleepy, this period of time also does not have the class, rests to be late to be all right. Elder Brother, you looked, this is a while ago revolved the data of financial gambling the chip stock that I induct conducts, the conclusion, you know that is what?” “害,我不困,这段时间又没课,睡晚点没事。哥,你看,这是我导入的前段时间围绕芯片股票进行的金融博弈的数据,有一个结论,你知道是什么吗?” What is?” “是什么?” leaf boat to oneself one cup of water, sat on leaf billows sofa but actually. 叶舟给自己倒了一杯水,坐到了叶澜身边的沙发上。 Conclusion is, this we can win time, is actually also lucky, the funds that we altogether invest achieved about 100 billion soft younger sister coins, but the opposite party ejects in the final stage for pounding the chip of plate only has 28 billion merely.” “结论就是,这一次我们能赢,其实也非常侥幸,我们总共投入的资金量达到了近千亿软妹币,但是对方在最后阶段抛出用于砸盘的筹码仅仅只有280亿。” However under such fund contrast, many extremely domineering stock had the broken open sign, this explained that we have very big disparity in the operation with the opposite party.” “然而就是在这样的资金对比之下,许多原本极度强势的股票都有了被砸开的迹象,这说明我们在操作上跟对方还是有很大的差距的。” leaf boat nods, later shakes the head. 叶舟点了点头,随后又摇了摇头。 Technical disparity definitely has, but you said by luck we win is inaccurate, the 100 billion funds that because you see invest, is not because we only have 100 billion, because invested 100 billion enough.” “技术上的差距肯定是有的,但是你说我们是侥幸赢的也不准确,因为你看到的这一千亿的资金投入,不是因为我们只有一千亿,而是因为投入一千亿就够了。” I believe that if the opposite party continues to resist stubbornly, the official continues to invest another 100 billion toward inside is not strange.” “我相信,如果对方继续顽抗的话,官方继续往里面投入另一个一千亿也不奇怪。” Listens to Ye Zhou's words, leaf Lan sighed to reply: 听完叶舟的话,叶澜叹了口气回答道: You said that also has the truth, but in my opinion, this is actually not a good deed.” “你这么说也不是没有道理啦,但是在我看来,这其实不是一件好事。” You looked that I cite an example to you. The fund in financial battlefield is equivalent to the soldier in battlefield, we invested 1000 soldiers, has not actually nearly hit the 300 soldiers of opposite party, you thought that this can be the good deed?” “你看啊,我给你举一个例子。金融战场上的资金就相当于战场上的士兵,我们投入了一千个士兵,却险些没有打过对方的300个士兵,你觉得这会是好事吗?” Moreover what is more important, the fund has not equipped, physical strength and so on difference, reason that will create such victory, the only reason is, our only meets the strategy to have problems.” “而且更重要的是,资金是没有装备啊、体力啊之类的差异的,之所以会造成这样的战果,唯一的原因就是,我们的只会策略出了问题。” We cannot utilize these 1000 soldiers good, causing the lives of lots of soldier to be wasted in vain.” “我们没能良好地运用这一千个士兵,导致大量士兵的生命被白白浪费掉了。” Ye Zhou's brow wrinkled, he knows what leaf Lan said is right. 叶舟的眉头皱了起来,他知道叶澜说的是对的。 In any battlefield, the strategy and tactic can affect the factor of result in the enormous degree, takes at the beginning of founding that war for instance, we can withstand the opposite party to equip the steamroll the advantage, after lost the air supremacy and command of the sea completely, but can also the opposite party hurry back to the native place, besides the sacrifices of soldiers hundred refusing stubbornly regret, the most important reason. 在任何一个战场上,战略和战术都是能够在极大程度上影响结果的因素,以开国之初的那场战争为例,我们之所以能顶住对方装备碾压的优势、在彻底丧失了制空权、制海权之后,还能把对方赶回老家,除了战士们百死不悔的牺牲之外,还有一个最重要的原因。 That is our world top light infantries utilizes the tactic. 那就是我们世界顶尖的轻步兵运用战术。 Or when must more concrete, be the upfront conflict triangular organization and battlefield maneuver high-speed mobility, does not rely on the night combat capability of night vision instrument. 或者说得更具体一点,就是正面冲突时的三三制、战场转移时的快速机动、不依赖夜视装备的夜战能力。 This type was almost equal to that the ultra advanced rank tactic of dimensionality reduction attack, flared out directly in the disparity in equipment and logistics, making our war become famous, stands the peak of the world light infantry system. 这种几乎等于降维打击的超先进级别战术,直接拉平了在装备和后勤上的差距,让我方一战成名,站上了世界轻步兵体系的巅峰。 But the so-called seal, sas and delta kind of special forces later generation, actually in the light infantry tactical aspect, still have a big disparity with past that army. 而后世的所谓海豹、sas、三角洲一类的特种部队,其实在轻步兵战术方面,跟当年那只军队仍然有着不小的差距。 Thought deeply about the moment, he opens the mouth to ask: 思索了片刻,他开口问道: What you said is right......, therefore you want to analyze their strategies, then takes in turn to us uses?” “你说的是对的......所以你是想分析他们的策略,然后再反过来拿给我们用?” leaf Lan shakes the head to reply: 叶澜摇头回答道: „It is not good, brings directly is not realistic, moreover is impractical. What I think, found initiative in their strategy, for example, when some target is some range, movement that they must make.” “不行,直接拿过来是不现实的,而且也不实用。我想的是,找到他们策略中的关键要素,比如当某个指标达到某一个范围时,他们所要做的动作。” In financial transaction has many targets, each target is to the market the indirect response of mood and back fund operation, if can analyze the relation between target and operation, solidifies again it, then we can forecast that the operation of opposite party, makes the preparation ahead of time.” “金融交易中有很多指标,每一个指标都是对市场情绪和背后的资金运作的间接反应,如果能分析出指标和操作之间的联系,再把它固化下来,那么我们就可以预测出对方的操作,提前做出准备。” Even goes a step further, we can artificially make some target, then makes them think that the condition is mature, steps into our traps.” “甚至更进一步的,我们可以人为地制造某个指标,然后让他们以为条件已经成熟,踏入我们的陷阱。” leaf boat has not studied the economics systematically, is confused to these concepts that leaf Lan put forward, therefore has to ask: 叶舟没有系统地学过经济学,对叶澜提出的这些概念一头雾水,于是只好问道: „Do you cite the concrete point example to me otherwise? Said that I am not specially clear.” “你要不然给我举个具体点的例子?这么说我不是特别明白。” The leaf billows from entrain a paper at the same time, then writes the picture picture track above: 叶澜从一边拽过来一张纸,然后在上面写写画画道: Elder Brother, you looked that I used simplest every minute of turnover example. Before the opposite party when operation purple light group stock, had 10 times 5 times, when reduced to the minute turnover to below 2000, will start not to count the price to eject the chip, wanted to open the raising limit with the chip of excess.” “哥,你看啊,我用最简单的每分钟成交量举例。之前对方在操作紫光集团这只股票的时候,十次有五次,一等到分钟成交量降低到2000手以下时,就会开始不计代价地抛出筹码,想要用超量的筹码去打开涨停板。” Then the stock of this only Huaxing is also same, the minute of turnover when below 5000, they started to carry out to eject, the proportion was in 10 times has 6 times probably.” “然后这只华兴的股票也是一样,分钟成交量在5000手以下的时候,他们就开始执行抛出了,比例大概是十次中有六次。” Therefore, the minute of turnover big probability was they a target for judgment, but judged that what kind of I the condition concrete was does not know the words that must analyze needed the great quantity data and experiment, conditions removed, my is not measuring.” “所以,分钟成交量大概率是他们用于判断的一个指标,但是判断条件具体是怎么样的我就不知道了,要分析出来的话需要巨量的数据和实验,一个一个条件地去排除,我这不是正在测着嘛。” „An evening, I had removed dozens, the minimum over a hundred conditions must remove, moreover this was also only minute of turnover target......” “一晚上了,我都已经排除了好几十个了,还有起码上百个条件要排除,而且这还只是分钟成交量这一个指标而已......” On leaf Lan face somewhat exhausted look, but leaf boat listens to her words, is actually the spirit inspires. 叶澜的脸上有些疲惫的神色,但叶舟听完她的话,却是精神一振。 Isn't this experiment that delivers planner the opportunity of talent?? 这不是送上门来的实验“规划师”天赋的机会吗?? Although he does not calculate to the finance too understood, so long as leaf Langen talk clearly the intrinsic logic, makes clear the origin of each target, should be have certain judgment basis. 虽然他对金融并不算太了解,但只要叶澜跟自己说清楚内在的逻辑,搞清楚每个指标的来源,应该还是能有一定的判断依据的。 Thinks of here, he says immediately: 想到这里,他立刻开口说道: You all your must measure arrange in order the target and condition that then speaks the logic and principle to me, I have a look to help you give advice.” “你把你所有要测的指标和条件都列出来,然后跟我讲一讲逻辑和原理,我看看能不能帮你参谋参谋。” The leaf billows doubt looked at his one eyes, some do not believe that asked: 叶澜狐疑地看了他一眼,有些不相信地问道: Elder Brother, real? You are not this specialized......” “哥,真的行吗?你不是这个专业的啊......” All right, a law passes ten thousand laws to pass, in your experiment does test with us the control quantity method is not exactly the same principle? But is some data experiments, starts, makes to rest early earlier!” “没事,一法通万法通,你这个实验跟我们实验里的控制变量法不是一模一样的原理吗?只不过都是些数据实验而已,开始吧,早弄完早点睡!” leaf Lan thinks deeply about the moment, finally also approved Ye Zhou's view. 叶澜思索片刻,最终也认同了叶舟的说法。 Therefore, in this empty receiving callers hall, leaf Lan started one popular science course about financial transaction. 于是,在这一间空荡荡的会客大厅里,叶澜开始了一场关于金融交易的科普讲座。 From the turnover and to the price, to the running mean line, to the turnover rate, ....... various targets heard dizzy leaf boat to boll, mike and color/look, but was not well complex in these target back logic, regarding leaf boat such engineering course said since birth was not too difficult to understand. 从成交量、到价格,到移动平均线,到换手率,到boll、mike、se.......各种指标把叶舟听得头昏脑涨,但好在这些指标背后的逻辑并不复杂,对于叶舟这样的工科生来说不算太难理解。 After making clear the principles of all targets, the leaf billows start to enumerate the possible operation trigger condition on the paper, leaf boat looks at the condition that she writes, while unified her explanation the duplicate/restores plate opponent to operate the detail at that time, tried to discover the relations of operations and these targets of opponent. 搞清楚了所有指标的原理之后,叶澜开始在纸上列举可能的操作触发条件,叶舟一边看她写的条件,一边结合她的讲解去复盘对手当时的操作细节,试图找出对手的操作和这些指标的联系。 Time one minute/share one second of place passes, when leaf Lan hand direction turnover rate, leaf boat moves suddenly at heart. 时间一分一秒地过去,当叶澜的手指向换手率的时候,叶舟突然心里一动。 Planner talent triggering in the simulator is that impulsive welled up. 在模拟器里“规划师”天赋触发是的那种冲动重新涌了上来。 leaf boat is suddenly enlighted. 叶舟恍然大悟。 So-called planner, is actually intuition -based determination. 所谓的“规划师”,其实是一种基于直觉的判定。 It does not have the foundation, but after the assayer had understood all principles, based on these principles, bridges over the judgment that the parsing process obtains directly. 它并非是没有根基的,而是在分析者已经了解了所有原理之后,基于这些原理,直接跨过分析过程得出的判断。 This marches to go to war to be the same probably, a general possibly does not know how will attack some mountain pass a slight move in one part that may affect the whole situation creation giant fighter aircraft, but he will be to hit, and resolutely carried out this goal. 这就好像行军打仗一样,一个将军可能并不知道攻打某一处关隘会怎样牵一发而动全身地创造巨大的战机,但他就是要打,并且坚决地执行了这个目标。 But historically, depends upon the most classical battlefield direction case that such intuition makes, was Siduchishui. 而在历史上,依靠这样的直觉做出的最经典的战场指挥案例,就是四渡赤水了。 leaf boat receives oneself train of thought that points at the target of turnover rate saying: 叶舟收起自己的思绪,指着换手率的指标说道: Turnover rate should be the essential target . Moreover, the turnovers and average deal amounts were also one of them, I suggested that you started from these three targets, the compound analysis, it is estimated that can soon obtain the result.” “换手率应该是关键的指标,另外,成交量、平均交易金额也在其中,我建议你从这三个指标入手,复合分析,估计能很快得到结果。” Listens to Ye Zhou's words brightly, leaf Lan at present one. 听完叶舟的话,叶澜眼前一亮。 Probably...... wait/etc, I a little want to understand, this time fight happened in situation that in the stock has reached the upper trading limit, therefore the factor of core is the market confidence, these three targets that you said are completely direct-viewing manifestations of market confidence!” “好像是的......等等,我有点想明白了,这次的交手是发生在股票已经涨停的情况下的,所以核心的因素就是市场信心,你说的这三个指标完全就是市场信心的直观体现!” Wait, I must test. According to the words of such logic, the influences of that these three targets are linear, is only the weight is different, the range of that test will reduce many......” “等等,我要测试一下。按照这样的逻辑的话,那这三个指标的影响都是线性的,只是权重不同而已,那测试的范围就会缩减很多了......” leaf Lan thought aloud that is operating the computer, just to her proposed that leaf boat of suggestion threw thoroughly in one side, leaf boat was not good to disturb her, can only turn around to go to the kitchen to prepare to make a night. 叶澜自言自语地操作着电脑,把刚刚给她提出建议的叶舟彻底抛在了一边,叶舟也不好打扰她,只能转身去厨房里准备做点宵夜。 When he night completes the end to the leaf billows in front of time, she still immersed in the world of data cannot extricate oneself, leaf boat shakes the head, turns around to return to oneself room. 等他宵夜做好端到叶澜面前的时候,她仍然沉浸在数据的世界里不可自拔,叶舟摇了摇头,转身回到了自己的房间。 ...... ...... Next morning, leaf boat was awakened by noise by earth-shaking cheers, out he hurries to crawl to run, but leaf Lan is also just right the whole face to run excitedly to him. 第二天清晨,叶舟被一声惊天动地的欢呼声吵醒,他赶紧爬起来跑到门外,而叶澜也正好满脸兴奋地向他跑来。 Elder Brother! Really is this! Really is compound of these three targets! I have calculated! Their operation strategies are throughout consistent, all transaction slight deviations!” “哥!真的是这样!真的是这三个指标的复合!我已经算出来了!他们的操作策略始终都是一致的,所有的交易都只有细微的偏差而已!” I also analyzed their operations in other markets, do you know? They are this set of logic in all transactions using!” “我还分析了他们在其他市场的操作,你知道吗?他们在所有交易中用的都是这套逻辑!” I estimated that they have not reformed! In the future will not change!” “我估计他们从来都没改过!未来也不会改!” This black stone fund, at least in this small domain, they do not have the secret! I must continue to test, how have a look to extend them to operate in other aspects, but, downward, the difficulty slightly will be again many!” “这个黑石基金,至少在这一个小领域里面,他们已经没有秘密了!我还要继续测试,看看延伸下去他们在其他方面是怎么操作的,但是,再往下,难度会小很多了!” In leaf Lan the eyes filled the blood threads, but her expression actually stimulated. 叶澜的眼睛里充满了血丝,但她的表情却亢奋不已。 leaf boat loved dearly looked at her one eyes, looked that placed the noodles on table to that bowl of him yesterday evening. 叶舟心疼地看了她一眼,又看向那碗他昨天晚上就放在桌上的面条。 Has not moved. 还一口都没动。
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