March 29, 2023 was a Wednesday, and Yuansheng arrived at the main room early as usual. Zhang Sheng said excitedly: I found a branch of AI concept stocks, and all the stocks in it are bull stocks! Should I look for a stock that hasn't risen much and take action?
Yuansheng: What stock?
Zhang Sheng: It is Hete Stock.
Yuan Sheng: There are AI stocks popping up every day, so AI concept stocks are still hot spots and are the main battlefield for smart big money. Hete stock is a stock in optical modules and can also be regarded as a branch of AI concept stocks.
Whether it is the domestic market or the global market, the optical module market can maintain a good compound growth rate in the next few years. At the same time, considering the substitution of domestic companies for foreign companies, the growth rate of several domestic optical module companies may be 15% or higher. Therefore, optical module stocks such as Guangxun Technology, Huagong Technology, Zhongji InnoLight, Xinyisheng, and Cambridge Technology are all bull stocks. Their K-line charts are very beautiful, and Hete stock rose in early February 2023. After a wave, after more than a month of market washout, stimulated by the bullish trend of similar stocks, especially the surge in Cambridge Technology, Hete stock can rise again at any time. Therefore, after the market opens, we pay close attention to it. We will follow up immediately if there is any change.
Zhang Sheng: Okay, this is a good tactic. If you don’t see the rabbit, don’t let the hawk go!
In the morning, Hete's stock opened 0.75% lower. Yuansheng's practice is: stocks that open low first wait and see to see if the stock price fluctuates, will it continue to fall? Maybe the horse is rising? Maybe it fell first and then reversed in a V-shape?
At 9:30, the second order of Hete stock was refunded by 0.07 yuan, and the third order jumped by 0.37 yuan. Yuansheng and others rushed to buy...
Less than 20 seconds after the stock price fluctuated, Hete's stock turned red. Yuansheng and the others snapped up two more orders, and then stopped, so as to control costs near yesterday's closing price. This is the first battlefield for expanding territory.
After buying Hete's stock, Yuansheng saw that Yangguang's stock, which he had been observing for a long time, was about to turn red. He immediately said: Buy Yanguang's stock... This is the second battlefield.
After buying the stock, Zhang Sheng asked: Why did you buy it?
Yuansheng replied, I have several reasons to buy it: First, it is a two-wheel drive of CPU and DCU, and the company's performance has exploded.
Second, CPU products have strong comprehensive competitiveness and benefit from domestic substitution. The domestic server market is huge, with shipments reaching 3.911 million units in 2021. Divided according to processor technology categories, x86-based servers occupy an absolutely dominant market position, while x86 server CPUs are almost monopolized by foreign countries. In the process of localization substitution , domestic server CPU manufacturers face a very broad downstream replaceable market space.
Third, DCU products have huge potential. DCU is a type of GPGPU and is a new track entered by the company in 2018. With the rapid development of artificial intelligence, big data and other industries, the market demand for accelerated computing co-processors will remain high for a long time. The company launched the DCU co-processor for accelerated computing, which has powerful computing power and high-speed parallel data processing capabilities.
Based on these three points, combined with its K-line shape, I think the risk of buying Yangguang stock is relatively small and the profit margin is relatively large.
Zhang Sheng: I agree with your analysis. Stocks with first-class fundamentals are prone to bull stocks.
The third battlefield is the battle of Zhaohua stock. In the morning, Zhaohua stock opened 6.19% higher. For a stock with such a strong opening, Yuansheng must wait and see first to see how strong it is?
After 9:30, people who were optimistic about Zhaohua stock chased the stock higher and bought it, causing it to rise step by step...
At 9:45, an auspicious number appeared in Zhaohua’s stock: 32.68 yuan! Yuan Sheng looked at the increase by nearly 20%. Good guy, that is to say, it has risen by nearly 40% in less than 2 days. Yuan Sheng, who is experienced and not greedy, said: Clear the position!
After the clearance was completed, Zhang Sheng asked: Why don't you keep a little and watch it again? Maybe it will continue to rise tomorrow, or in the next few days, isn't it delicious?
Yuan Sheng: Yes, if it can reach the daily limit, it may rise again tomorrow or the day after tomorrow. If this is really the way to go, wouldn't it be nice to let others make some money? When everyone is happy, that is true happiness! If it fails to reach the daily limit and has to pull back, or continues to adjust after tomorrow, we have already cleared our positions, wouldn’t we be happier?
Zhang Sheng: Yes. Only after selling is the real profit, otherwise it is just a bird in the forest and may not belong to you. In the stock market, contentment always brings happiness! Being happy and making money is more important than anything else! Always happy and good for your health. Health is the most valuable!
Battlefield 4 is the battle of Rain from Stock. At 9:25, Rain opened 1.31% higher from the stock. Yucong stock is one of the pioneer stocks of AI concept stocks. Pioneer stocks are the most capable stocks and are the pioneers that open the way for the market! Counting from its low level, it has risen nearly three times, indicating that the main force is deeply involved in it. It has such a powerful main force, Yuansheng can naturally wait for it to rise before selling.
After the stock fluctuated at 9:30, and 3 minutes after Yucong's stock shot up, profit-taking orders swarmed out, causing it to fall to 39.20 yuan at 9:39. At the moment when the price ticked upward, Yuansheng entered to increase his position. .
Zhang Sheng: Aren't you afraid that it will twitch and continue to fall?
Yuansheng: First, the AI market is ongoing, and it is still far away from the end of the market. It is one of the leading AI stocks, and it is likely to rise again, so I dare to take this risk, so I increase my position.
Second, it is the first brother of AI chip, only 39.20 yuan; however, the younger brother of AI chip is currently being released last week, and the issue price is 43.92 yuan. Don’t be afraid of not knowing the goods, be afraid of comparing goods!
With the above two reasons, I boldly increased my position the moment Yucong stock ticked at 39.20 yuan.
Zhang Sheng: You said your reasons. I understand your reasons for adding positions. This is a very good reason. This risk is worth taking.
At 9:50, Yu's stock price rose to 42.66 yuan. This was a non-standard pair. Yuansheng sold yesterday's chips, leaving only what he bought today. After doing this, the cost dropped a lot and the victory was basically locked in. Zhang Sheng also reduced his position by 80%, leaving 20% of his chips.
The fifth battlefield is the battle of Yuchuang. In the morning, Yuchuang opened higher and sold at a profit. As a result, the price fell back to 15.30 yuan. At the moment, Yuan Sheng entered the market to increase the position and completed the transaction. It rose to 17.21 yuan at 10:30, and Yuansheng sold the chips he bought in the morning, significantly reducing costs.
Zhang Sheng: Why T+0 it?
Yuan Sheng: AI stocks are also subject to fluctuations. If there are fluctuations, the greater the fluctuations, the greater the price difference. The more T+0, the price difference will be earned in vain, why should I not do it?
Zhang Sheng: Yes, it only takes 32 minutes to get an 8% price difference. It’s so cool! If you don’t make money, you won’t make anything.
Zhang Sheng: Yuansheng, do you know that the AI market is coming to an end?
Yuan Sheng: Currently, around 1 trillion yuan of capital is traded in the stock market every day. This is the trading volume of the bull market. About 400 billion yuan is the turnover of Ai stocks, and one sector accounts for 40%. This shows that this battlefield is large and lively. As for public funds with a capital of 22 trillion, 70% of their assets are deployed in Moutai, Wuliangye, new energy and other stocks (they have been investing in stocks for many years and have increased many times). Therefore, funds that respond quickly It is slowly withdrawing from this popular stock in the past few years (the leading stock has risen 6-20 times), which means that at the end of 1945, Lao J transferred the troops from the southwest to Northeast, North China, East China (mainly Shandong), and ZG fights for the world. It took Lao J a few months to mobilize the troops, so the funds were slowly transferred to AI. This is the torrent of the times! No one can stop it. Whoever follows this trend will easily make money, because this is the main battlefield.
Zhang Sheng: Yes, the new energy theme also took 2-3 years to complete. The AI theme is much more powerful than the new energy theme. It will take at least 5-10 years to speculate...
Yuan Sheng: Yes, every time there is a big market, the leading stocks rise at least 10-20 times. The most powerful AI currently has only more than tripled its price. Therefore, the current AI market is still in the period of institutions rushing to raise funds and building positions. That’s why you see institutions rushing to buy AI stocks in large numbers every day on the Dragon and Tiger List. There are new ones every day. AI themed stocks have reached their daily limit... This kind of hype can last for a very long time, because the main force adopts a round-robin approach...
During the chat, the closing time came again, and Yuansheng took stock of the stocks in his hands: (Written at night. 17K Novel Network can add words at any time)
PS: The prototype stocks for liquidation are:
(Written in the evening)
