February 6, 2023 was Monday, and both Yuan Sheng and Zhang Sheng came to the main room early.
Zhang Sheng told Yuansheng that the "Key Task List of the 2023 Municipal Government Work Report" recently issued by the Beijing Municipal People's Government stated that it would accelerate the construction of a global digital economy benchmark city, focus on building a global digital economy benchmark city, and implement the Beijing Digital Economy Promotion Regulations , promote the construction of Beijing Data Special Zone, and carry out pilot demonstrations of data basic systems. Accelerate the deep integration of the digital economy and the real economy, promote digital industrialization and industrial digitization, promote the development of the entire digital economy industry chain, innovate public data authorization operations, deepen public data openness, data transaction circulation, and improve data element governance capabilities. Are stocks in Beijing’s digital economy worth paying attention to?
Yuan Sheng: Yes, the private equity circle has been paying attention to Tieniu recently. Its graphics have been laid out. We will buy it first when the market opens.
Zhang Sheng: Okay.
At 9:25, Tieniu opened 3.49% higher, and Yuan Sheng and Zhang Sheng were keeping an eye on it. At 9:30, it was fluctuating near the opening. Yuan Sheng and the two of them bought at the dip. At 9:31, it retreated to 32.70 yuan and the two of them increased their buying efforts. It rose to 33.79 yuan at 9:37, an increase of 4.39%, and Yuan Sheng and the others stopped buying. This is the first newly opened battlefield.
The second battlefield is the battle of Shengsheng. Yuansheng believes that Shengsheng has a drug that only comes once in 60 years. If it stays for another 1-2 years, there is a high probability that it will rise again. However, Yuansheng is mainly short-term or swing-oriented. Shengsheng has been in the market for several years. It has risen from the lowest level of 28.18 yuan to 95.50 yuan a few days ago, which has more than tripled. Yuan Sheng and others decided to stop profit Sheng Sheng (because after the previous large-scale reduction and T+0, their costs were already very low): after the opening, Sheng Sheng rebounded to 92.72 yuan and headed downward, and Yuan Sheng and others directly cleared their positions. This is a clearance battle to protect the fruits of victory.
The third battlefield is the battle of Dahua. Last week on May 5, Yuansheng selected the lowest-priced Dahua in the currently hottest sector of artificial intelligence. This was speculative in nature, because Dahua is a loss-making stock and its fundamentals are relatively poor. Yuansheng chose it as the lowest price. price, just speculating.
In the morning, it opened at the daily limit, but the opening trading volume was extremely enlarged. The opening trading volume reached 120 million yuan, and the trading volume was 227,000 lots. As a veteran of the stock market, what Yuansheng is most afraid of is high volume. Today is Dahua's third daily limit, so they put a large amount of money at the opening. The two cautious Yuanshengs directly cleared their positions and protected the fruits of victory.
The protagonist of the fourth battlefield is the British side. It shot up to 117.60 yuan at 9:36 in the morning. Yuansheng directly sold 80% of the chips, reducing his cost to around 10 yuan, and sealed the victory. It retreated to 106.07 yuan at 11:3, a drop of nearly 11%, which was very scary. Yuansheng boldly increased his position, causing his own cost to rise to 15 yuan. The stock market is anti-human. Yuan Sheng usually adopts the following approach: when stocks rise and everyone is happy, he will reduce his position. When everyone is afraid and thinks it won't work, Yuansheng will tentatively increase its position a little bit. At 2:40 pm, the British side rebounded to 110.70 yuan and turned downwards. Yuansheng sold some chips again, bringing the cost to around 12 yuan again.
Zhang Sheng watched from the side and exclaimed, "He is indeed the master of Goutou! Goutou buys upwards, and when there is a certain price difference, he sells Goutou downwards. He avoids repeated trips to the elevator, earns the price difference, and reduces costs. It’s really killing three birds with one stone! If I see you buying it, I’ll also buy some and speculate.”
Yuan Sheng: "Many people worry about selling out the stock, that is, after selling, the stock continues to rise... I never worry about such a problem. After selling, it continues to rise, and the remaining chips are Benefit. If you have cleared your position and it continues to rise, it is also good for others to make profits for a period of time. After you sell the stock, you will withdraw the funds, and the stock market will provide new opportunities at any time, so there is no need to worry about the problem of short selling! "
The fifth battlefield is the battle in Haiti. On Saturday and Sunday, Yuan Sheng reviewed stocks at home and found that the strongest stock in terms of AI recently is Zhongwang Stock. It has opened five daily limits recently and is not open for buying. Next is Yucong and Haiti. They have recently risen. It’s very impressive, and it has nearly doubled by May last week.
In the morning, Haiti opened 2.75% higher, opening at 119.50 yuan. After the market opened, Yuansheng knew that its profit margin was huge and there was a high probability of a correction, so it patiently waited to see its trend. Around 9:32, Haiti turned green for a moment, and immediately turned red as funds rushed to buy it. Yuan Sheng and Zhang Sheng also joined the battle to grab stocks.
The sixth battlefield is Yu Cong's battle. It opened 2.23% higher in the morning, with an opening price of 29.30 yuan. Yuansheng believes that its recent profits have been very generous and it should be corrected for a washout, so it has adopted a wait-and-see strategy. At 9:32 it retreated to 27.82 yuan and the price went up. Yuan Sheng and Zhang Sheng both increased their positions and bought (they had already bought on Friday last week)... At 1:59 pm, the rain started from above. The chips purchased on Friday have already made about 36%, and the profit is considerable and fast. The cautious Yuan Sheng saw that Yu Cong was increasing his volume at a high level today, so he and Zhang Sheng cleared their positions at the daily limit, leaving only the chips they bought this morning. The cost had dropped to around 5 yuan, and the victory was locked in again. This is the battlefield of T+0.
The seventh battlefield is Xiao Dao. It shot up to 39.66 yuan at 9:31 in the morning. It was a pair. Of course it was not a standard pair. Yuan Sheng was very wary of a pair coming out at a high position, so he cleared his position directly. Zhang Sheng also followed suit. When selling, Zhang Sheng asked: Is it because you are so decisive in clearing your position because it is not a mainstream hot spot at the moment? Yuansheng said: There may be one reason for this. Another reason is that I want to reduce the number of stocks to facilitate management.
What should be bought has been bought, and what should be sold has been sold. The two of them had some time to relax.
Zhang Sheng: "I discovered that the stocks you bought today, Yucong and Haiti, were both chasing high prices, and they were the two strongest stocks in the near future. In the past, you rarely bought stocks chasing high prices. What caused you to chase high prices today? Taller?"
Yuan Sheng: "In recent days, I have seen that Mother C used cost-effective means of spending money to get her daughter into a Ph.D. in science and technology at Tsinghua University. We all know that Tsinghua University is currently ranked 14th in the world and is a world-famous school, and science and technology It is not difficult to find a high salary after graduating from a major... Therefore, you should also pay attention to the direction of spending money. The same is true for stocks. If we buy a low-priced stock that has not risen, the risk is relatively small, but it The stock price has not gone up. Isn’t it a waste of our time and energy? On the surface, if we chase the high price and buy Yucong and Haiti, the risk is relatively high, but the result is the safest ----- At present, we are all making big profits. Yes. The operations of these two stocks confirm the famous saying: The most dangerous place may actually be the safest!"
Zhang Sheng: "I'm inspired again: the stock market is really anti-human! Looking at safe stocks, you may not make money, but get trapped; looking at dangerous stocks, it's easy to make money. This truth is worthy of our reflection!"
The market closed at 3 p.m. Yuansheng currently owns Yucong, Haiti and Tieniu, all of which closed at the daily limit and rose by 20%. The British side closed down 9.08%.
How will these four stocks perform tomorrow? Let’s listen to the breakdown next time.
PS: Prototype stocks that have been cleared: Dahua-----Dahua Intelligent, Shengsheng--Rongchang Bio, Xiaodao---Microguide Nano
