March 8, 2023 is a Wednesday. Yuan Sheng came to the main room early and found that the diligent Zhang Sheng had already arrived and was reviewing the trading.
When Zhang Sheng saw Yuansheng walking in, he said: I reviewed the market and found a good stock!
Yuansheng: I also found a good stock through review. First, tell me, what stock did you find?
Zhang Sheng: It is the Muchuan stock that we have speculated in before. It has been rising in the past five trading days, which shows that it is very good.
Zhang Sheng went on to say that it has recently had a good news, please see:
Investors asked: Your company announced that it has 6G technology reserves. Does your company have actual production capacity or already has 6G products?
Company reply: Dear investors, hello! The company keeps up with industry development trends, actively deploys satellite communication products such as low-altitude satellites, and provides research and development samples for relevant domestic enterprises. PCB for 6G communications is one of the company's main future development directions, and it has relevant technical reserves. The company reminds investors to invest rationally and pay attention to investment risks.
Zhang Sheng continued: Recently, satellite communication has been one of the hot spots, and 6G communication is also one of the hot spots, which means it is a dual hot spot. If it doesn't fall after opening, we should attack it.
Yuan Sheng: What you said makes sense. Muchuan stock is one of our targets today.
Yuansheng went on to say: There is a stock with only 16.59 million shares in circulation and a price-to-earnings ratio of only about 30 times. Its net profit in 2021 will increase by 144% compared with the previous year; and its net profit in 2022 will increase by 145% compared with the previous year. . Looking at it this way, it means that it has grown rapidly in the past two years. In addition, it is in the hot new energy industry. The last point is that it opened at 134.80 yuan yesterday, had a lowest of 125.80 yuan, and closed at 132.98 yuan, forming a beautiful long leg.
Yuansheng continued: Beautiful long legs, combined with excellent fundamentals, then today we will attack it. It is blue pass stock.
Zhang Sheng: I agree with your point of view. Today we will attack it.
At 9:25, Lantong stock opened 0.65% higher. This higher opening was attributed to Yuan Sheng and Zhang Sheng, because they participated in the call auction and bought.
At 9:30, the stock price began to fluctuate, and Yuansheng and the others continued to increase their positions. After the stock price fluctuated, Lantong stock rose to 136.20 yuan in less than a minute, and Yuansheng and the others stopped buying. This is the first battlefield for expanding territory.
The second battlefield is the battle of Michuan. In the morning, it opened 0.60% higher, with an opening price of 50.20 yuan. Because the stock has been rising in the last five trading days and has accumulated a lot of profit-making orders, Yuansheng is worried that after it opens, huge profit-making orders will pour out, causing it to fall. Therefore, Yuansheng adopts a wait-and-see strategy.
After the stock price fluctuated at 9:30, its second order was 50.20 yuan, its third and fourth orders were still 50.20 yuan, and its fifth order was 50.23 yuan.
Seeing that Muchuan couldn't fall any further, Yuansheng said: Enter and buy. They bought decisively, and the transaction prices were 50.20 yuan and 50.23 yuan. This is also the second battlefield for expanding territory.
The third battlefield is the hollow home field. In the morning, short-term stocks opened 0.33% lower, and Yuansheng adopted the habitual wait-and-see strategy...
At 9:30, the second order was 59.30 yuan, which was 0.20 yuan lower than the opening price, the third order was 59.29 yuan, and the fourth order was 59.16 yuan... A few dozen seconds later, the short stock fell to The price ticked upward at 48.72 yuan. Yuansheng and the others bought decisively, and the transaction prices were 59.02 and 59.03 yuan.
Zhang Sheng: Why did you buy it?
Yuan Sheng: Its restructuring has not been completed yet, and the main force is still speculating on it, so we increase our position in it.
Zhang Sheng: The agency has positioned it at 48 yuan. Is 59 yuan now too high?
Yuan Sheng: Institutions are not gods. Otherwise, if they bought Moutai stocks with full positions around 20.71 yuan and then cleared the positions at 13,593 yuan (resumption price), wouldn’t they have made more than 600 times the profit? Which organization has this capability? At 20.71 yuan, see 13593 yuan? not even one.
Therefore, there is no need to be too superstitious about institutions, otherwise, many opportunities will be lost. As the stock price changes, the institution will also change its prediction (judgment).
Yuansheng continued: The world's second (maybe the world's first) stealth fighter, do you think it is worth 48 yuan? 59 yuan? No one can know in advance. In short, no one knows what price it will reach until the hype ends! Just like CRRC back then, due to restructuring, it started from 6.27 yuan and quickly reached 15.12 yuan. Then it was washed between 11.74 yuan and 15.90 yuan for more than 3 months, and then quickly rose to 39.47 yuan. The hype was over when it reached 39.47 yuan, and then it was all over the place, falling all the way to the current price of 6.16 yuan.
Zhang Sheng: I understand. What you mean is that the current hollow hype has not been completed yet?
Yuan Sheng, my enemy! Even the specific plan for reorganization has not been passed, so it still needs to be speculated... No one can know the specific trend in advance. We can only take one step and be one step early.
At 11:28, the short-term stock rose to 64.66 yuan. This was a non-standard pair, so Yuansheng said: It’s time to clear the position. Yuan Sheng and the two decisively sold the chips they left yesterday, leaving only the chips they bought today. The cost has dropped to around 30 yuan, locking in the victory of the stock. This is the battlefield of T+0.
The fourth battlefield is Dongyu’s home field. In the morning, Dongyu opened 0.15% higher, and Yuansheng adopted a wait-and-see strategy. Look at the struggle between the long and short forces, whoever wins, Yuansheng and the others will join the winning side.
After 9:30, Dongyu slowly rose. Yuansheng and the others were waiting...
At 9:31, Dongyu rose to 7.09 yuan and turned downwards. Yuansheng said: Clear positions...
This is the battle to clear the warehouse, and it will never be sloppy.
After selling, Zhang Sheng asked: Why didn't you keep it?
Yuan Sheng: It attracted hot money to speculate because of the huge discount on car prices. Such benefits are difficult to maintain. For the sake of insurance, we accept it as soon as it is good, and we will make a sure profit. Whether it rises or falls later has nothing to do with us. It’s OK for us to only make the profit for which we are most confident.
Zhang Sheng: Yes! Selling at a profit is always right. This saves time and effort, and you don't have to worry about whether it will rise or fall later.
Zhang Sheng then asked: Are you selling Hua Guohai today?
Yuansheng: If the price rises sharply, you can reduce your position. If it falls back to consolidate, then hold on. This kind of large-cap stock is very stable and worth keeping.
...........
During the chat, it soon arrived at 3 p.m., and Yuansheng took stock of the stocks in his hands: (Written at night. You can add words at any time on 17K Novel Network)
PS: The prototype stocks that have been cleared are: (Written at night)