March 17, 2023 is a Friday. Yuan Sheng came to the big room early. Just as he sat down, Zhang Sheng also walked in.
Zhang Sheng just came in and said very excitedly: Last night I reviewed the trading and found that the graphics of an AIGC concept stock were very beautiful. Today we should attack it when the market opens.
Yuansheng: What stock?
Zhang Sheng: It was supposed to hit the daily limit yesterday. At its peak, the price limit reached more than 19%. Because the market fell sharply yesterday, it only closed up 13.03 yuan yesterday. The upper shadow line is relatively long, which can be understood as a fairy guide. With such a beautiful K-line and the fact that it is currently one of the most popular AIGC concept stocks, there is a high probability that it will continue to rise today, so I advocate attacking it at the opening of the market. It is Qingben stock.
Yuan Sheng looked at the information and K-line of Qingben stock and agreed with Zhang Sheng's idea.
Yuansheng: Last night, it was rumored in the private equity circle that Shanghai Microelectronics and HW have made significant progress in the research and development of 28nm DUV. It is said that 28nm will be launched at the end of 2024, and the problem mainly lies in the duplex workpiece stage. After HW participated, it was advanced. Photolithography machines and large aircraft engines are the two most difficult and shining crowns of modern industrial technology. If the 28nm lithography machine succeeds, my country's 5G, Internet of Things, and integrated circuits will be prosperous. So today we are going to attack the stock of Maolai, which produces lithography machine lenses.
Zhang Sheng: The subject matter of lithography machines is so fascinating, we should kill it.
In the morning, Qingben stock opened 3.55% higher. This higher opening was attributed to Yuansheng and the two of them, because they participated in the call auction and completed the transaction. Yuan Sheng is a very rational person and will never chase prices too high, so he only participated in the call auction and bought one Qingben stock. The transaction price was 48.96 yuan, and then the battle ended. This is the first battlefield for expanding territory.
The second battlefield is the home field of Maolai Stock. In the morning, under the influence of good rumors, Maolai's stock opened 4.36% higher. Because it is a high-priced stock, Yuansheng adopted a wait-and-see strategy. Because Yuansheng knows that high-priced stocks will not rise directly. There will always be people who sell out of fear of high prices, causing the stock price to fall... Yuansheng is waiting for this opportunity to fall.
After 9:30, the long and short sides fought repeatedly, and the stock price continued to fluctuate and change...
At 9:37, Maolai's stock retreated to 197 yuan with an upward trend. Yuansheng and the others decisively bought it, and then added a few more positions to control the cost at 199 yuan and stopped buying. This is also a battle to expand territory, a risky battle, because it is a stock with a high price and a high price-to-earnings ratio. Generally speaking, Yuansheng would not buy such a stock. However, there were good rumors about it last night, and Yuansheng and the others decided to be bold Speculate once, no matter you win or lose, you will have fun!
The third battlefield is the battle of Guangyu Stock. In the morning, it opened 3.19% higher, and Yuansheng adopted the usual wait-and-see strategy.
After the stock price fluctuated at 9:30, Yuansheng and the others patiently observed and waited...
At 10:32, when Guangyu's stock rose to 20.13 yuan, Yuansheng said: Sell half of the chips to reduce costs and narrow the victory. Then they reduced their positions...
At 1:11 p.m., Guangyu's stock price soared to 21.71 yuan. Yuansheng said: I don't want to fight anymore, let's clear the position.
After clearing the positions, Zhang Sheng asked: Why not leave some chips? Isn’t it possible for it to rise tomorrow?
Yuan Sheng: Can it rise again tomorrow? I can't be sure that we are already a winner and the profit is good. If we sell it, we will lock in the profit. Otherwise, it will be a bird in the forest and may not belong to us. Besides, we currently own a lot of stocks, so we should clear our positions and reduce the number of stocks to facilitate T+0.
Zhang Sheng: That makes sense. A bird in the hand is better than 10 birds in the forest! In the stock market, it is rare to be able to stop being greedy and just accept good things. You can avoid taking the elevator repeatedly, which will affect your mood. Otherwise, taking the elevator repeatedly for a long time will definitely affect your mood and affect your health. When the time comes, you will make money, but your health will be affected. No more, it’s not cost-effective! Be content and happy! People who are happy are less likely to get sick and live longer! This is so valuable!
The fourth battlefield is the battle of Hua Guohai. In the morning, Huaguohai opened 0.53% higher. Yuansheng and others directly participated in the call auction and completed the transaction.
Zhang Sheng asked: Why just add to the position without observing it?
Yuansheng: It's very simple. The international crude oil price fell sharply yesterday, which caused Huaguohai's stock to fall by 5.26% yesterday. Because Huaguohai is a state-owned enterprise, and in the context of becoming a bigger and stronger state-owned enterprise, the main force must protect the market. Hua Guohai is one of the stocks that index funds must allocate, so every time it falls sharply, it is a good opportunity to buy.
Close to Yuansheng, they continued to buy in large quantities, and transactions were completed between 17.04---17.10 yuan.
At 1:11 p.m., Huaguohai shot up to 17.70 yuan. Yuansheng and the others sold all the chips they bought today, reducing the cost a lot. This is a T+0 battle.
The fifth battlefield is the battle of Mikawa Stock. In the morning, Muchuan shares opened 2.92% lower.
Zhang Sheng: Do you want to sell it immediately? Otherwise, if it falls again we will lose money.
Yuansheng, if it is an ordinary stock, we should sell it immediately to protect the fruits of victory. However, among the few stocks that have doubled in recent times, it is the only one that is trading sideways at a high level. Why does it not fall when all the stocks that have risen sharply fall? There must be a reason, so we wait for the main force to protect the market and pull it up before selling. Anyway, we don’t have many chips. If it continues to fall and stops rising, causing us to lose money and then stop the loss, it will not affect the overall situation. So, let’s wait and see.
After 9:30, the long and short sides of Muchuan stock continued to fight, and it was very fierce... The moment it rebounded to 61.98 yuan at 10 o'clock, Yuansheng and the others cleared their positions and protected the fruits of victory. This is a clearance battle.
Zhang Sheng: Through the case of Muchuan Stock, I understand: in the stock market, you must buy strong stocks that will not fall. Stocks can trade sideways, but they cannot keep falling! If a certain stock continues to fall, especially a stock that was very prosperous in the past, it means that it has become obsolete. The industry it belongs to is a very profitable industry. In the next few years, it may become more and more difficult to make money. There are fewer and fewer... so the smart money keeps selling, causing it to keep falling! This is the reason why stocks in new energy sources such as lithium batteries have risen 5-10 times in the past few years, but have continued to fall in the past 5-12 months.
Yuan Sheng: Yes, stock speculation is about speculating on the future. New energy stocks were most popular in the early years. At that time, their performance was not good, but they were speculated in advance and increased by 5-10 times. Now, their performance is very good, with only a price-to-earning ratio of 5-10 times, and funds are staying away from them, because in the future they will become ordinary industries with fierce competition... and there will be no monopoly profits.
The sixth battlefield is Hua Guodian’s home field. In the morning, Huaguodian opened 0.14% higher. Yuansheng and others adopted their usual approach of waiting and seeing...
At 9:37, when Huaguodian retreated to 6.94 yuan, Yuansheng and the others increased their position, and the result was a transaction of 6.95 yuan.
At 1:4 pm, when Huaguodian rose to 7.22 yuan, Yuansheng and the others sold all the Huaguodian they originally owned in large quantities, leaving only the chips they bought today. In this way, the cost dropped to around 4.3 yuan, locking in the victory. . This is a T+0 battle.
The seventh battlefield is Qian Xiao’s battle. Qianxiao opened 0.64% higher in the morning, and Yuansheng adopted a wait-and-see strategy.
After the stock fluctuated at 9:30, the opening price of the second order was 0.15 yuan higher than the opening price of the first order, and the opening price of the third order was 22.10 yuan. Yuansheng said: We have too many stocks, so let’s laugh at the liquidation money... Then they This clearance battle ended quickly.
Battlefield 8 is the home field of Southern Stock. In the past four days, Southern shares have hit three daily limits, becoming one of the best stocks and one of the leading stocks. The leading stocks usually have 9 lives. So it opened 5.33% higher in the morning, and Yuansheng adopted a wait-and-see strategy.
Less than a minute after the stock price fluctuated, when Southern shares retreated to 16.20 yuan, Yuansheng increased its position, and the transaction price was 16.28 yuan. Subsequently, Nanfang's stock continued to rise, reaching the daily limit at 9:48, becoming the most popular stock in recent times: 4 daily limit in 5 days. For such a great stock, Yuansheng and the others adopted a defensive strategy.
Zhang Sheng: Yuansheng, I see something interesting. You like to buy strong stocks! If a weak stock has profits, sell it immediately and stay away from it.
Yuan Sheng: Yes, people’s time and money are limited, so we have to focus on the best and strongest stocks and stay away from weak stocks.
.......
During the chat, the market closing time came at 3 p.m., and Yuansheng took stock of the stocks in his hands: Writing at night, one advantage of 17K Novel Network is that you can add words at any time.
PS: The prototype of the stock that has been cleared is written at night.
