February 25, 2023 was a Saturday, and Yuansheng’s family went to Pengshi Star Paradise. Pengshi is one of the most developed cities in China. There are many places suitable for children to play. Yuan Sheng watched his children playing and wanted to take the stock market exam... ..
"Crazy" is currently the most popular TV series in China.
After watching the TV series, some people concluded: the kind of person you associate with will determine the kind of person you will become; the kind of circle you enter will determine the kind of life you will have.
The life experience of Lao Mo in "Crazy" is very enlightening: Lao Mo was helped by An Xin and had a chance to become a good person.
Unfortunately, the good guy An Xin was not the first person he met after being released from prison.
But Gao Qiqiang and Tang Xiaohu.
Lao Mo actually wanted to live a peaceful life. He went to the Public Security Bureau to find An Xin with a thick stack of certificates that he had received through reformation in prison.
But by some strange coincidence, I didn't see it.
In the end, under the calculations of Tang Xiaohu and Gao Qiqiang, he embarked on an evil criminal path and became a pawn on the road of no return.
In the stock market, it's the same. You choose different stocks, which determines different outcomes: for example, you can buy CATL at around 70 yuan on June 22, 2018.
However, until the closing price on November 21, 2019, it was still 77.15 yuan. During these 17 months, CATL has been fluctuating between 61 yuan and 95 yuan, with most of the time fluctuating between 61 and 75 yuan. It is moderate luck to choose CATL during this time period; people with high luck should choose stocks that continue to rise during this time period (of course, 99% of people cannot choose such stocks); people with low luck should choose stocks that continue to rise during this time period (of course, 99% of people cannot choose such stocks); People should have chosen stocks that keep falling and hitting new lows.
Starting from November 22, 2019, CATL has embarked on its long journey of big gains and small rebounds! Starting from 77.15 yuan, it rose to 692 yuan on December 3, 2021, an increase of nearly 8 times, and it only took 2 years and 11 days. In a word: In these two years, your choice to buy CATL is correct! All are winners. This is the importance of stock selection, which ranks first.
Let's look at BYD's situation during the same time period: the closing price on November 21, 2019 was 43.62 yuan, and by December 3, 2021, it was 309.80 yuan, an increase of 6.1 times.
It can increase 6.1 times in 2 years, which is also a big bull stock. Being able to choose such a stock is also a correct stock selection.
Why have these two stocks increased 6-8 times in the past two years? Why didn't they rise sharply before? There won’t be any big increases in the future?
After long-term research in economics, it has been found that it is very difficult for emerging industries to go from 0 to 1%, and it is impossible to make money. At this stage, there are very few companies participating.
The stage from 1% to 20% is the most profitable, and it is also a process that countless companies must participate in. CATL and BYD are both new energy concept stocks. To be honest, the initial stage of new energy vehicles is from 0 to 1, and no one cares about it.
Starting from 2019, the market share of new energy vehicles has begun a process from 1% to 20%. This process is the most exciting, and the reflection in the stock market is the rapid increase in stock prices! Whoever buys makes money! And make money fast.
Understand this, and you also understand the reason why they have soared.
Looking at real estate, you could buy a house for a few hundred yuan in 1977, but by 2017, the most expensive house in Pengshi was 320,000 yuan per square meter, and a 320-square-meter sea-view house cost close to 100 million yuan. If you look at it over the past 40 years, it would not be an exaggeration to say that real estate has increased 1,000 times. In the next 10 or 20 years, it will be difficult to double or triple the price!
Let’s look at the courtyard houses in Beijing. In 1980, someone sold them for 100,000 yuan. However, in the early years, the price had increased to more than 200 million yuan, an increase of 2,000 times. In the next 10 years, it will be difficult for it to double. Is there still hope of 2,000 times? It's simply impossible.
Therefore, the same is true in the stock market. New energy concept stocks (especially lithium stocks), riding on new energy vehicles from 1% to 20%, have risen 10-30 times in a few years. In the future, they It's good luck if it falls less.
In the past few years, people with good luck have made huge profits by holding on to new energy concept stocks for 2-3 years. If they hold on to new energy concept stocks now, they will have bad luck!
Looking at the children in the amusement park vying for heights... Looking at the competition among the children, Yuan Sheng thought: The stock market is a business war - the most talented person in the military Why do teachers always win battles? See what we can learn?
Many people are surprised that the teacher has never actually fought in a war before, nor has he read any serious military books. Where did his unusual military skills come from?
The fundamental thing is that he grasped the essence and laws of war and used his super practical ability to apply them skillfully.
This is something that no matter how much you are taught in military schools, you may not be able to learn it. This requires enlightenment.
There is an inspiring saying in the great man's "On Contradiction":
"Two armies compete, one wins and the other loses, so victory or defeat depends on internal factors."
Great men have a habit. No matter what problem they study, they must start from the most basic point. For example, the most classic sentence "Those who move their hearts must have the source of the foundation."
This is the benefit of finding out the "origin", analyzing and solving problems, and it becomes so simple.
This is true in revolutions, it is true in war, and it is true in the stock market. In the stock market, the first thing to do is to speculate in novel stocks, and people should listen to what you say about the stock market. This is a type of play, and this is theme stocks.
The other type is those with low positioning, that is, high growth with a low starting point. This is a hotbed for long-term bull stocks. Of course, for many stocks, the net profit grew rapidly before listing. However, after listing, the net profit continued to decline, and finally became a bear stock.
Therefore, it is also difficult to play in the medium and long term, because it is difficult to predict in advance whether its performance will increase significantly or decrease significantly one year later, two years later, or three years later.
If you want to hold stocks for 1-3 years, you are actually betting on the next 1-3 years...at that time, will the stock market be bullish or bearish? At that time, what industries were prosperous? At that time, the business was making a lot of money? Or a significant drop? Do we have the ability to see the outcome 1-3 years in advance?
Therefore, the longer the horizon, the harder it is to predict!
"Dad, I'm hungry..." The girl's cry brought Yuansheng back from his thoughts, and the family went home...
