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第415章 蚕食(1 / 2)

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开完全体大会后,中午就在附近豪华餐厅聚餐;饕餮大餐推杯换盏尽情欢乐交流两个多小时,下午葛晓兰让其它部门各自开展工作,单独来到执行部开会。

葛晓兰道:“超大财富现在总共有五百亿资金,这是许老板给我们的原始资金;其中期货和风投两个子公司各100亿,我们证券公司独拿300亿;据说现在又谈妥了几家大的民间资本,其中吴省的张总,越省的马总都有可能投入数百亿;另外我们的自募资金,各路小资金也陆续到账,预计年底光我们证券公司就可能超过1000亿的规模,之后总规模更是不可相信;对资金规模我不担心,现在最重要的就是拿出成绩了,账户现有资金就是300亿,这300亿年收益的及格线是10%,你们有信心做到么?”

王大伟到:“才十个点而已,也就比理财收益稍高点,这个应该很简单吧?”

张奕道:“这个要看资金规模还要看大盘行情,偶尔是可以做到的,但重在稳定,如果每年都能达到,其实也是非常不得了的,巴菲特每年收益不高,但复利太可怕了,每年实现10%的利润,尤其是这么大的资金量,难度就太大了。”

葛晓兰道:“这么多资金放在一块肯定不合适,我是这样计划的;300亿的20%做预备金,80%即240亿分成十分发到各自产品组;也就是说每个产品组现在有24亿的资金可以操盘;在坐的各位虽然都说股场老手,但对于操作如此大的资金很多人还没有经验;对于大资金运作,你们有什么想法?如何实现每年10%的盈利?”

有人说要价值投资,有人说要全攻全守,有人说要分批投资,不能把所有鸡蛋放在一个篮子里,众说纷纭。

葛晓兰道:“你们说的都有道理,但大部分都行不通或者不现实;我告诉大家,大资金操作股票,既要确保不违规,又要有稳定的盈利,只有一个办法,就是蚕食。”

大家惊叹道:“蚕食?这么大资金怎么蚕食?”

葛晓兰道:“你们以为大资金就不能蚕食,就只能引领潮流,大开大合;要么冲涨停,要么砸跌停?你以为大资金就只能打阵地战,攻坚战?还是通过控盘一只股票,来一波大牛市?这种强庄控盘玩法在管理不严格,规则不繁琐的情况下是可以玩的,但随着中国股市越来越成熟,盘子越来越大,这种玩法越来越失去市场了,很少有大资金这么玩了,这种玩法主要有两大风险,一是散户越来越精明,高位接盘的越来越少了,出货艰难想要全身而退就难了;二是监管越来越细化,独家控盘已经不太可能,合作控盘有会出现这种那种的问题,不是非常亲密非常可靠的人谁敢合作啊?搞不好给人背刺了。”

葛晓兰扫视了一圈后接着说道:“个人的钱风险低可以这样玩,私募基金压力这么大,一旦玩脱了不但要亏钱甚至可能亏命。所以从现在都开始我就要做打持久战的准备,什么叫持久战,就是不断战斗,不停战斗,但轻易不打大战,更不要梭哈去打什么决战,除非有必胜把握;我们就是用大炮打蚊子,不断地吃蚊子肉,不断地积小胜为大胜,不断地蚕食我们的利润。”

张万牛听了半天忍不住说道:“葛总是大型公募基金出道的,难道公募基金不是炒题材,玩概念,搞价值投资,也是玩短线,玩超短线来的利润?”

葛晓兰道:“公募基金流派很多,就像武林帮派,有少林武当峨眉,泰山华山丐帮等等,公募基金也是流派不一,但不管哪个公募基金短线或者超级短线是一个职业投资人的基本功,如果基本的短线都玩不好就不要在投资行业混了。”

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