【交易之神】日本交易员BNF露面，逆向交易策略和顺势策略双公开，8万做到4个亿的交易方法 #BNF #移动平均线 #短线交易策略

Summary

本视频讲述了日本投资传奇BNF的故事。BNF原名Takashi Otegawa，1978年出生于日本千叶县的一个普通家庭。在大学期间，他接触到互联网和股票交易，这改变了他的人生轨迹。21岁时，他以160万日元开始了他的交易生涯。25岁时，个人资产已增至80亿日元。他采用了“逆向投资”策略，通过观察股票的25日移动平均线偏差率来寻找被市场低估的股票。2003年，随着安倍经济学的推出，日本股市普遍看涨，BNF调整策略，从逆向交易转向顺势交易，资产迅速增长。2005年，J-com误操作事件使他一举成名。尽管拥有巨额财富，BNF依然过着简朴的生活，对增加财富感兴趣，但对花钱不感兴趣。

Takeaways

• 🌟 故事的主人公是日本的投资之神BNF，他21岁时开始了他的交易生涯，最初只有160万日元的资本。
• 🎓 他在2000年被大学录取，但未能完成学业。在大学期间，他接触了互联网和股票，这改变了他的人生轨迹。
• 📈 25岁时，他的个人资产已经增加到80亿日元，相当于用8万元人民币的本金达到了4亿元人民币。
• 🚀 在26岁时，他在著名的J-com误操作事件中，在10分钟内创造了20亿日元的辉煌成就。
• 🏆 BNF的原名是大川隆，1978年出生于日本千叶县的一个普通家庭，大学时因仰慕美国投机天才维克多·尼德霍夫而选择“BNF”作为网名。
• 📉 2000年，日本开始推行“手续费自由化”，在线交易开始兴起，BNF用他攒下的160万日元开始了交易生涯。
• 🔄 他的投资策略经历了从长期投资到短期交易的转变，最终选择了持有期从一天到一周的短期交易策略。
• 📊 BNF的“逆向投资”策略是他最被称赞的，他通过观察股票25日移动平均线的偏离率来寻找被市场低估的股票。
• 💡 他在初期资金积累阶段坚持只做现货交易，拒绝做空和杠杆交易，因为他认为杠杆会增加投资亏损的风险。
• 🌐 2003年，随着安倍经济学的推出，日本股市普遍看涨，BNF调整了他的交易策略，资产从2002年底的1亿日元飙升至2005年底的80亿日元。
• 🏢 尽管拥有巨额财富，BNF依然过着简朴的生活，他的兴趣在于增加财富，而不是花钱。

Q & A

BNF在日本被称为什么？

BNF在日本被称为'Nite'，这个词通常用来描述他之前无所事事、整天蹲在家里的生活状态。

BNF在大学期间接触到了哪些改变了他生活轨迹的事物？

BNF在大学期间接触到了互联网和股票，这些经历改变了他的生活轨迹。

BNF开始交易生涯时的资本是多少？

BNF在21岁时开始了他的交易生涯，起始资本是160万日元。

BNF的个人资产在25岁时达到了多少？

BNF在25岁时，他的个人资产已经增加到了80亿日元。

BNF在J-com误订单事件中的表现如何？

在著名的J-com误订单事件中，BNF在10分钟内创造了20亿日元的辉煌成就，也因此事件而声名大噪。

BNF的原名是什么？

BNF的原名是Takashi Otegawa，1978年出生于日本千叶县的一个普通家庭。

BNF为何选择'BNF'作为他的在线名字？

BNF非常钦佩美国天才投机家Victor Niederhoffer，因此他决定使用其缩写'BNF'作为自己的在线名字。

BNF的'逆向投资'策略是什么？

BNF的'逆向投资'策略主要是寻找市场过度反应导致资产价格偏离其基本面价值的股票，然后在价格回归合理水平时卖出获利。

BNF如何控制风险？

BNF在初期资金积累阶段，坚持只做现货交易，拒绝做空和杠杆交易，因为他认为杠杆会增加投资损失的风险。

BNF在2003年后的交易策略有何变化？

随着安倍经济学的推出，日本股市普遍看涨，BNF意识到在市场好的时候，跟随趋势交易比逆势交易更能抓住机会，因此他改变了交易策略，这也使得他的资产从2002年底的1亿日元飙升至2005年底的80亿日元。

BNF在日常生活中是怎样的人？

BNF在日常生活中非常低调，他从未出国旅行，在日本骑自行车是主要的交通工具，最常吃的是方便面，衣服都是在附近的超市购买，几乎所有的日用品都来自百元店。

BNF对于财富增长和消费的态度是怎样的？

BNF对增加财富很感兴趣，但对花钱没有兴趣。他曾说看到现金堆积在眼前会让他无法在关键时刻保持冷静，因此他尽量避免看到现金。

Outlines

00:00

📈 投资之神的崛起

本段讲述了日本投资界的传奇人物BNF的早期生活和投资生涯。BNF，原名Takashi Otegawa，1978年出生于日本千叶县的一个普通家庭。他在大学期间接触互联网和股票，这改变了他的人生轨迹。21岁时，他以160万日元的资本开始了他的交易生涯。25岁时，他的个人资产已经增长到80亿日元。BNF的投资策略包括“逆向投资”，即在市场过度反应时寻找被低估的资产进行投资。他还遵循只做现货交易的原则，拒绝做空和杠杆交易，以控制风险。

05:01

🚀 交易策略的转变与成功

随着日本股市的好转，BNF意识到他的逆向交易策略不再有效，于是他调整了交易策略，开始跟随市场趋势进行交易。他选择了“两天一夜”的交易频率，每天持有30到50只股票，并在次日早晨确认利润或止损。他还通过选择行业内部相对滞涨的股票来实现收益。2005年，Jcom误操作事件使BNF一举成名，他的资产达到了80亿日元。尽管成为了超级富豪，BNF依然过着简朴的生活，他对增加财富感兴趣，但对花钱不感兴趣。最终，这位天才交易员回归神秘和低调的生活，淡出了人们的视线，留下了投资之神的传说。

Keywords

💡Nite

“Nite”是日语中的一个词，直译为“蹲在家里”，在视频中用来描述主角在成为日本公认的投资之神之前的生活状态。这个词揭示了主角在21岁之前无所事事、整天待在家里的生活，与他后来的成功形成鲜明对比。

💡BNF

BNF是主角Takashi Otegawa的网名，来源于他所崇拜的美国投机家Victor Niederhoffer的缩写。这个名字在视频中象征着他的投资生涯的开始，以及他后来在投资界的名声。

💡1.6 million yen

1.6 million yen是BNF在21岁时开始他的交易生涯的初始资本。这个数字在视频中代表了他投资生涯的起点，以及他如何从这个相对较小的资本开始，最终积累了巨额财富。

💡8 billion yen

8 billion yen是BNF在25岁时个人资产的数额。这个数字展示了他通过投资交易在短短几年内财富的爆炸性增长，以及他成为日本公认的投资之神的证据之一。

💡reverse investment strategy

反向投资策略是BNF最知名的投资策略之一。在视频中，他通过识别市场过度反应和资产价格偏离其基本面价值的情况，购买被市场低估的资产，并在价格回归合理水平时卖出获利。这种策略体现了他与众不同的投资思维和对市场心理的深刻理解。

💡25-day moving average

25日移动平均线是BNF用来识别被市场低估股票的一个技术指标。在视频中，他通过观察股票价格与其25日移动平均线的偏离率来找到潜在的投资机会。这个概念在视频中展示了他如何利用技术分析来支持他的投资决策。

💡Abenomics

安倍经济学是日本在2003年推出的一系列经济刺激政策。在视频中，随着安倍经济学的实施，日本股市普遍看涨，这使得BNF之前依赖的反向交易策略变得不那么有效，促使他调整交易策略。

💡two days and one night

“两天一夜”是BNF在市场好转时选择的交易频率。在视频中，他通过这种方式来持有30到50只股票，并在隔夜后的第二天早上确认利润或止损，然后寻找下一个强势股票。这个概念体现了他灵活调整交易策略以适应市场变化的能力。

💡J-com mistaken order incident

J-com误订单事件是2005年发生的一起著名股市事件，BNF在这次事件中通过10分钟内赚取2亿日元而声名鹊起。这个事件在视频中展示了他如何在市场异常中迅速反应并利用机会获利。

💡100-yen stores

100日元商店是BNF日常生活中购买几乎所有日用品的地方。在视频中，尽管他拥有巨额财富，但他依然过着节俭的生活，这体现了他对于财富增长的兴趣远大于消费的态度。

Highlights

日本有一个词叫“家里蹲”，非常贴切地描述了我们主人公BNF在21岁之前的状态。

没有人能想象，这样一个整天无所事事的年轻人，几年后会成为日本公认的投资之神。

2000年，他终于被大学录取，但最终未能完成学业。

大学期间，他接触了互联网和股票，这改变了他的人生轨迹。

21岁时，他以160万日元的资本开始了他的交易生涯。

25岁时，他的个人资产已经增加到80亿日元。

按照当前汇率换算，相当于以8万元人民币本金达到了4亿元人民币。

26岁时，在著名的J-com误操作事件中，10分钟内创下了20亿日元的辉煌成就。

BNF的前名是大川刚史，1978年出生于日本千叶县的一个普通家庭。

他因崇拜天才美国投机家维克多·尼德霍夫，决定使用其缩写“BNF”作为自己的网名。

2000年，日本开始推行“手续费自由化”，在线交易开始兴起，BNF用他存下的160万日元开始了交易生涯。

在熊市中，他的投资自然也在稳步后退，手中的钱迅速缩水了一半。

BNF调整策略，选择了短期交易策略，资产在三年内直线上升至1亿日元。

他的“逆向投资”策略备受赞誉，认为市场在短期内往往反应过度，导致资产价格偏离其基本面价值。

在逆向投资中，BNF主要观察股票25日移动平均线的偏离率，寻找偏离率大的负面股票进行购买。

在资金积累初期，BNF坚持只做现货交易，拒绝做空和杠杆交易。

2003年是BNF交易方法的分水岭，随着安倍经济学的推出，日本股市普遍看涨，他改变了交易策略。

他选择了“两天一夜”的交易频率，每天持有30到50只股票，隔夜后确认利润或止损。

在选股方面，BNF通过跟随趋势和交易行业内相对滞涨的股票来实现回报。

2005年的Jcom错单事件使BNF一举成名，此时他已有80亿日元的资产。

他生活简朴，从未出国旅行，在日本骑自行车是主要的交通工具，最常吃的是方便面，衣服都在附近的超市购买。

他曾说：我对增加财富感兴趣，但对花钱一点也不感兴趣。

这位天才交易员最终回归神秘低调，消失在人们的视线中，只留下了投资之神的传说。

Transcripts

Yo, here I am, welcome to the Speculative Lab. There is a word

in Japan called "Nite",

which is what we often say "squat at home".

This word is very appropriate to describe the BNF before our protagonist is

21

But no one could have imagined that such a young man with nothing to do all

day

long

would become

the

recognized god of investment in Japan a few years later.

After finally being admitted to university in 2000, he

still

failed to complete his studies . During college, he came into contact with the Internet and stocks

, which

changed his life trajectory

. At the age of 21, he

started his trading career with a capital of 1.6 million yen.

At the age of 25,

his

personal Assets have already increased to 8 billion yen.

Converted to the current exchange rate , that is, with a principal of 80,000 RMB, it reached 400 million

. At the age of 26, in the famous J-com mistaken order incident

, it set a record in 10 minutes. The brilliant achievement of 2 billion yen

also

became famous in this big event. There is also the strongest retail investor

CIS mentioned in the previous video.

His profit is 600 million yen. Many buildings in prime locations such as

Habara and Shibuya are already sky-high prices based on the current market value.

BNF’s former

name was Takashi Otegawa, who

was born in Chien, Japan in 1978. In an ordinary family in Ye County

, after repeating his studies for a year, he

was admitted to the law department of a private university. In his

college life

, he came into contact with the Internet, which was not popular at that time,

and knew how to trade stocks online

. Because he admired the genius American speculator Victor Niederhoffer very much,

he decided He used his abbreviation "BNF"

as his online name .

In 2000, Japan

just started to promote "handling fee liberalization"

, which allowed financial institutions to freely set handling fees for stock transactions.

Online trading also began to flourish in this year.

The 21-year-old BNF started his trading career with the 1.6 million yen he saved

from working in this year. In

the first half of the year,

BNF chose long-term investment based on his self-study knowledge

and common sense

, but Japan had long since left. The economic boom of the 1980s is over, and it is

experiencing the "lost decade"

stock market crash, economic growth stagnation , and

the bursting of the Internet bubble on the other side of the ocean

, which has also caused the stock prices of many related companies in Japan to plummet, and

many corporate finances have deteriorated

. In such a bear market,

his investment

Naturally, they were also retreating steadily, and the money in their hands

quickly shrank by half . They were confident and tried a small knife, but in the end they were crushed.

This was a very heavy blow

. BNF recalled this time later

and also said: Under such circumstances

Basically lost half of the principal,

which makes people

feel very discouraged

. Compared with the loss of 100 million yen

now, that figure may not be a big deal , but the psychological trauma it brings is huge.

Later , BNF adjusted its strategy and chose the holding period The short-term trading strategy ranging from one day to one

week also allowed his assets

to rise to 100 million yen in a straight

line within three years. What is the secret behind it?

The first is BNF's most acclaimed "reverse investment" strategy. The legend of

reverse investment - John Templeton once said: The market is always born in despair

. From 2000 to 2003, affected

by the burst of the Internet bubble

, the global stock market entered a bear market.

Many investors They all suffered heavy

losses

and were pessimistic . BNF realized that in many cases, the market

often overreacts in the short term , causing asset prices to deviate from their fundamental values.

If you can find some assets that are undervalued by the market, you can buy them at a low price

when the price pulls back to a reasonable level. You can make a profit when you are level.

Of course

, in the final analysis, reverse investment is

to make money according to the prejudice of the market. It is a very difficult game

. It not only requires us to maintain optimism

and not

follow the trend

, but also requires a lot of time for research.

BNF is very cautious. He Knowing that if you are careless in buying bottoms rashly,

you will be dragged into hell

. In reverse investment,

BNF mainly observes the deviation rate of the 25-day moving average of the stock

to find negative stocks with a large deviation rate

and buy them. The deviation rate of

the moving average can tell us The gap between the price and its moving average

can help us judge whether the current trend of the market and the price deviate from the normal level

. Suppose a stock has a moving average of 100 yuan in the past period of time

and the current price is 120 yuan

. This means that the price deviates from the normal level.

The moving average is 20 yuan, and the deviation rate

of the moving average is 20%. If this deviation rate exceeds the set threshold,

we will think that the price has exceeded its normal level, and

the market may need to adjust,

so we may need to pay attention to risks

. BNF believes that for large stocks or small stocks

and different industries

, as an indicator of entry timing There are differences in the deviation rate.

This is the entry reference value he summed up at that time

. In addition, in the initial fund accumulation stage,

BNF also adhered to a principle

, which is to only do spot transactions

and refuse short-selling and leveraged transactions

. Because he believes that leverage increases the risk of investment losses

, it is possible It will make people fall into a deeper predicament.

Controlling risks is more important than expanding profits

. 2003 is a watershed for BNF trading methods.

With the launch of Abenomics

, the Japanese stock market is generally

bullish. The reverse trading method that once relied on it for a while

has become less and less effective

. Keenly aware that

when the market is bad

, most investors are selling

, so counter-trend trading can buy cheap and make a profit , but when

the market is good

, it is easy to miss buying opportunities

, so he changed the transaction again

Strategy And

this change also made his assets soar

from 100 million yen at the end of 2002 to 8 billion yen at the end of 2005. Let us take a look

at his trading methods during this period. It is very beneficial

to use the reverse investment strategy at Jiashi

, but when the market is good, you

should follow the trend

. Everyone has their own trading style

, and BNF also admits that he has no talent for intraday trading

, and frequent trading will bring him too much joy.

He often chooses the trading frequency of "two days and one night"

, chooses

to hold 30 to 50 stocks every day

, confirms profits or stops losses the next morning after overnight

, and looks for the next strong stock

Holding In

terms of stock selection

, BNF realizes returns by following the trend and trading stocks with relatively lagging rises in the industry. It

is simple to say

, but the amount of relevant stock information to be grasped is huge.

For example

, in the steel industry, once any major stock is found The company and the Nikkei average began to rise together

, which

may be a signal that

BNF usually buys multiple stocks so that when the stock price goes against expectations

, it can diversify the risk

and achieve the overall profit target

. In 2005, the Jcom wrong order incident

made BNF He became famous in

one fell swoop.

At this time

, he already had assets of 8 billion yen . In 2006, he

began to appear frequently in the media . When many people wanted to see the extravagant life of this super rich man

,

they were surprised.

I have never traveled abroad. In

Japan, bicycles are the main means of transportation

. The most common food is instant noodles. The clothes I

wear are all bought in nearby supermarkets

. Almost all daily necessities come from 100-yen stores. In the camera

, he stares at the screen with a blank expression , quickly placed an order

without even hearing the host's question

He once said: I am interested in increasing wealth

, but I am not interested in spending money at all

. In another talk show,

he also said: When I see the cash piled up in front of me

, I will become unable to act calmly at critical moments

Therefore , I try to avoid seeing cash

as much as possible. Slowly,

this genius trader returned to the mysterious and low-key

and disappeared from people's sight.

Only

the

legend of the God of Investment is left in the rivers and lakes

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