April 14, 2023 is a Friday. Yuan Sheng came to the big room early as usual. Zhang Sheng had already arrived and was waiting for his arrival.
Zhang Sheng said that profits are good, and LD proposed at the symposium: During the symposium and exchanges, LD emphasized that unicorn companies have high growth potential and represent the direction of economic transformation and upgrading to a certain extent. The confidence and vitality shown by everyone has allowed us to see the strong driving force for the overall improvement of our country's economic performance and the prospects for high-quality development. Enterprises are the main body of technological innovation. We hope that enterprises, especially technological enterprises, will take innovation as their mission, focus more on breakthroughs in key core technologies, create more "unique skills" and "hard core technologies", and strive to develop in new fields. The new track stands out and contributes to my country's achievement of high-level technological independence and self-reliance.
Yuan Sheng: It seems that A-share technology stocks are going to rise today. Let’s choose one to buy............. .................................................
Zhang Sheng: I think the stock of Weize is good. Please see ----- The company is a well-known third-party integrated circuit testing service company in China. Its main business includes wafer testing, finished chip testing and supporting equipment related to integrated circuit testing. Serve. The types of wafers and finished chips tested by the company cover CPU, MCU, FPGA, SoC chips, radio frequency chips, memory chips, sensor chips, power chips and other chip types, and the process covers 7
m, 14
m and other advanced processes and 28
The mature process of m and above covers 12-inch, 8-inch, 6-inch and other mainstream products in terms of wafer size, and its downstream applications include communications, computers, automotive electronics, industrial control, consumer electronics and other fields. The company adheres to the differentiated competitive strategy of "taking wafer testing as the core and actively developing mid-to-high-end chip finished product testing" and has become one of the companies with the most outstanding growth in the third-party integrated circuit testing industry. Since its establishment in May 2016, the company's operating performance has continued to maintain rapid growth. Up to now, the company has become one of the largest domestic enterprises in the third-party integrated circuit testing industry. After the ZX and H Wei ban incidents, chip design companies in mainland China gradually transferred high-end test orders from Taiwan to mainland China, accelerating the process of localization substitution. The company actively seizes the historical opportunities for industry development. On the one hand, it rapidly expands high-end testing production capacity, and on the other hand, it increases investment in research and development, focusing on breakthroughs of 7
m-14
m advanced process chips, 5G radio frequency chips, high-performance CPU chips, high-performance computing chips, FPGA chips, complex SoC chips and other high-end chip testing process difficulties, becoming a localized alternative for high-end chip testing by major chip design companies in mainland China one of the important suppliers. The company's technical strength, service quality, and production capacity scale have been highly recognized by the industry, and it has accumulated a wide range of customer resources. As of now, the company has more than 170 customers, covering chip design, manufacturing, packaging, IDM and other types of companies, including Unisoc, ZTE Microelectronics, Amlogic Semiconductor, Zhongying Electronics, Bitmain, Zhuosheng Micro , GigaDevice, Puran Semiconductor, Changdian Technology, SMIC, Beijing Ingenics, Anlu Technology, Fudan Microelectronics and other well-known domestic and foreign manufacturers.
Yuan Sheng looked at the K-line of Weize's stock and found that its K-line has been relatively strong recently. Under the positive influence, it will rise at any time, so Yuan Sheng decided to buy it at the opening.
In the morning, Weize's stock opened 1.33% higher, and Yuansheng was waiting. After the market opened, Yuansheng and the others adopted a slowly buying strategy...
At 9:33, Wei Ze's stock rose 3.31%, and Yuan Sheng and others stopped buying, ending the battle on the first battlefield.
The second battlefield is the battle of Dingzhi stocks. In the morning, Yuansheng and others participated in the call auction of Dingzhi stock. As a result, it opened 1.62% lower, and all of Yuansheng's chips were traded.
After the stock price fluctuated at 9:30, Yuan Sheng and Zhang Sheng continued to buy. In less than 1 minute, Dingzhi stock turned red, and Yuan Sheng and the others stopped buying, ending the battle.
The third battlefield is the battle of Jieji stocks. In the morning, Jieji's stock opened 0.84% higher, and all the pending orders placed by Yuansheng and others to participate in the call auction were executed.
Zhang Sheng was very curious: Why do you want to increase your position?
Yuan Sheng: In my impression, Jieji stock is the first stock to receive free shares and fill in rights in 2023. The first one is also a bull stock and will most likely rise sharply, so we increase our position.
At 9:34, the Jiji stock rose by more than 12%, and the auspicious number of 10.66 yuan appeared. Yuansheng and the others sold 70% of the chips, reduced the cost, and secured the victory. The remaining chips can be safely defended.
The fourth battlefield is Yuxin stock. In the morning, Yuxin stock opened 0.79% lower. Zhang Sheng asked: Do you want to clear the position directly?
Yuan Sheng: It has been so strong in the past few days, which means there is a main force. We will sell again when the main force protects the market, or rebounds.....
At 9:35, as soon as the auspicious number 38 yuan came out, Yuan Sheng and the others went straight back to the car to clear the warehouse and end the battle.
Battlefield 5 is the battle of Stock No. 01. In the morning, after the market opened, Zhang Sheng asked: Stock No. 01 is very weak today, does it need to be cleared?
Yuansheng: There are two methods for us to choose: one is to clear the position directly (we are making money anyway), the other is to wait until next week to continue T+0. We mainly play popular stocks. Stock No. 01 is no longer a popular stock. Let’s clear our positions.
Zhang Sheng: Anyway, it doesn’t have many chips. After several T+0s (more selling, less buying), our cost has been lower than 1 yuan, so we can make money no matter how we play. My opinion is to clear it out.
After the two reached a consensus, they directly cleared the No. 01 stock and protected the fruits of victory.
Zhang Sheng: Recently, I found that the daily price difference of many stocks is very large, which is very suitable for T+0.
Yuan Sheng: Yes, look at the amplitude list. The stocks with the largest amplitude exceed 20%, and there are more than 100 stocks with amplitudes of more than 10%. Even at a 50% discount, there is a price difference of more than 5%. Therefore, some people know how to pick stocks. Stocks are really a T+0 paradise. Only through continuous T and cost reduction can we increase profits, reduce costs and secure victory.
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The market has finally closed. Yuan Sheng takes a look at the stocks he owns: I will write this at night. 17K Novel Network can add words at any time)
PS: The prototype stock for clearance is: Written at night
