April 1, 2023 is a Saturday, a rest day for the stock market.
Zhang Sheng came to Yuan Sheng's house early to discuss stocks with Yuan Sheng...................... .................................................................
Zhang Sheng: I found a very good stock. It has only been listed for 3 months and has already more than tripled. It is one of the few stocks among the more than 5,100 A-share stocks that is not locked up. It is Qianwei Stock. Why is it so awesome?
Yuansheng: On the first day Qianwei stock was listed, the index was 3089 points. On October 31, 2023, the index was 3261 points. The index only rose 5.5%. However, Qianwei stock started from 15 yuan and increased more than three times. , indeed very awesome! Its increase was more than 60 times that of the broader market.
Yuansheng thinks it can be so awesome. The main reasons are as follows:
First, it has only 34.79 million shares in circulation, which makes it a small-cap stock, making it easier for the main players to control the market.
Second, its starting price is 15 yuan, which increases 10 times to 150 yuan. The lower the starting price, the more the main force can pull a stock higher. For example, if a stock is worth 1 yuan, it is not very difficult for the main force to raise it to 9 yuan, but the increase is already 9 times. And if Moutai stock is worth 2,600 yuan, it would be worth 23,400 yuan if it were to rise nine times. This is basically impossible.
Third, the company has core competitiveness in memory technology research and development, advanced packaging and testing manufacturing, industrial chain resources, and global operations. It is a national-level specialized, special and new small giant enterprise and a national high-tech enterprise. Company Biwi
) brand mainly targets the ToB market such as smart terminals, industrial-grade applications, enterprise-grade applications, vehicle applications, PCOEM, etc. The sub-brand Biwi
tech) as well as exclusively operated HP and Ace
) and predators (P
edato
Other brands are targeting ToC markets such as DIY, e-sports, and mobile storage. The company's products are widely used in smart terminals, PCs, big data, Internet of Things, Internet of Vehicles, Industrial Internet and other fields. New generation information technologies such as 5G, artificial intelligence, big data, the Internet of Things, and the Metaverse are booming, profoundly changing people's work and life, and accelerating the digital transformation of human society. The foundation of the digital future is data. Data needs to be stored, and storage requires chips. Memory is playing the role of the "new infrastructure" of the digital future. China has become the world's largest semiconductor consumer market for many consecutive years. Coupled with the general trend of localization of the industry, the domestic semiconductor memory industry has ushered in huge development opportunities. The company adheres to the foundation of technology and continuously increases investment in R&D and manufacturing to build the company's competitive advantages and development foundation. The company masters core technologies such as storage media characteristics research, core firmware algorithms, advanced packaging of memory chips, and memory chip testing equipment development and testing algorithms. Among them, the company's core firmware algorithms take into account the requirements of product high performance, large capacity, low latency, low power consumption, and safety and reliability, and are used in different scenarios such as consumer grade, enterprise grade, industrial grade, and vehicle-mounted. The company's advanced packaging processes such as 16-layer die, 30~40μm ultra-thin die, and multi-chip heterogeneous integration are at the leading domestic and first-class international level. Faced with the characteristics of high frequency and large bandwidth of memory chips, the company independently developed a series of memory chip testing equipment and algorithms, and successfully realized localized applications.
Smart people all know that 2023 is the year of AI, and Qianwei Stock’s products serve AI, which is equivalent to a branch of AI... At the forefront, pigs can fly, so , we have seen the continuous rise of Qianwei stock, which has tripled.
Fourth, GigaDevice, a similar stock of Qianwei Stock, has risen from 129.09 yuan to 1295.77 yuan (restoration price) since its listing, an increase of 10 times.
Combining the above 4 points, Qianwei's stock has continued to rise... It has only been 3 months since it was listed, and it has already tripled.
Zhang Sheng: Yuansheng, do you think Qianwei stock can still rise in the future?
Yuansheng: This kind of thing must not reveal the secret, otherwise it will...
Zhang Sheng: First, from the principle of inertia. Second, have the themes been exhausted? Third, is it still a hot spot? Is it reliable to judge whether a stock will continue to rise in the future from these three aspects?
Yuan Sheng: Very reliable.
Yuansheng: Do you still remember the open letter "Suspension of Large-scale Artificial Intelligence Research" we discussed on March 30, 2023? At that time, I made it clear: News must be fast to be useful. The suggestion on March 20 was only reported on March 29. It was obviously to cooperate with institutions in washing up AI concept stocks.
Now the results are out: C Associated Press reported on April 1 that this week an open letter signed by Elon Musk and others circulated on the Internet, once again pushing artificial intelligence (AI) such as ChatGPT to the forefront. But as time went on, the event seemed to turn into a farce.
The open letter was sponsored by the nonprofit Future of Life Institute (Futu
eofLifeI
stitute), titled "Suspension of Giant AI Experiments: An Open Letter." As of Friday, more than 1,800 tech company executives and top AI researchers had signed on.
They called for a moratorium on training AI systems more powerful than GPT-4. A moratorium of six months or longer, ideally, would give the industry time to develop safety standards in AI design to prevent potential harm from some of the riskiest AI technologies.
First, the letter initially allowed anyone to sign without authentication, which led to some jokes. Ope
AI CEO Sam Altma
whose name appears on the list, Altma
The response said he never signed the letter.
--------see it? If no one else has signed, it must be said that he signed... Such an open letter can only be a joke, and it has also achieved the purpose of the main wash (March 29th and 30th)! It's a pity that retail investors are blind to the wind.
Zhang Sheng: In the stock market, it is really a battle of interests. Now, after AI stocks have gone through a washout, they are now at a stage where profits continue to come out...
Yuan Sheng: Yes, in the stock market, the benefits are too great. If you think about a market with a turnover of about one trillion yuan every day, big funds can turn their hands into clouds and rain, and they will do anything they can. Why do retail investors win?
............
During the chat, it was time for lunch...
PS: The prototype stock of Qianwei Stock: (announced tomorrow)
