Chapter 93, Plate Raiders

After Zuo Yuliang and his partners made it clear that the Shanghai Composite Index was likely to follow a bull market upward stage, they basically resolved their worries about the index falling. Next, as long as the stock index enters the range of 2600 to 2800 points, they can enter the market to buy the bottom and open a position.

The question is what sectors should they open positions and what stocks should they buy? At this point, Zuo Yuliang still needs to continue to discuss and patiently search with several stockholders.

Combined with some information in 2019, Zuo Yuliang roughly listed the following sectors, namely: machinery manufacturing, consumption concept, 5G, technology network and state-owned enterprise military industry.

In the face of thousands of companies, Zuo Yuliang was also dazzled, most of the information he could understand was the stock information that had been published on the Internet, what he knew, others also knew, and what others knew was not very clear. Therefore, when choosing sectors and individual stocks, Zuo Yuliang was also a little undecided. After all, many well-known companies have been seized by all kinds of funds early, and their stock prices have risen to a high level. Someone else steals a cow and wants to leave, and you go to pull the peg, aren't you waiting for bad luck?

After thinking about it, Zuo Yuliang felt that it was better to communicate with a few people in the group!

"Is there any online in the group? I chose a few sections today, but I couldn't figure it out for a while, so let's discuss it together. Zuo Yuliang sent a message and said.

"Brother Zuo, I'm here, and I've been carefully choosing sectors and individual stocks recently!" Liu Pengfei said in a message.

"I roughly selected such a few sectors, machinery manufacturing, consumer concepts, 5G, technology networks and state-owned enterprises and military industry. Let's see if there are any other sectors to focus on. Zuo Yuliang sent a message and said.

"Pharmaceutical concept stocks have changed recently! Cao Yinqiu sent a message and said.

"Then Yinqiu, you will be responsible for sorting out the target stocks in the relevant pharmaceutical stocks! When the time comes, let's discuss it together, how about it?" Zuo Yuliang sent a message and said.

"New energy vehicles are also a hot spot recently! I see that some stocks have risen a lot. Chen Menglong also sent a message and said.

"Then Menglong, you will combine your software, pay more attention to this sector, and then you will also introduce a few stocks, let's discuss it together, what do you think?" Zuo Yuliang sent a message and said.

"Brother Zuo, I'll pay attention to the machinery manufacturing sector! I'm good at this sector. Li Ruyun sent a message and said.

"That's the best, who doesn't know that your father is a cadre of Sany Heavy Industry!" Hu Weiyong said in a message.

"I think that before paying attention to the sector, we still need to understand the stock market policy since this year, so that we can have a more correct direction for stock selection. Zuo Yuliang sent a message to suggest.

"Then I'll send some policy news related to this year's stock market! Everyone should study it carefully! Hehehe. Liu Pengfei sent a message and said.

"The first news: On the evening of January 4, the People's Bank of China announced that it decided to reduce the deposit reserve ratio of financial institutions by 1 percentage point, and the RRR cut will release about 1.5 trillion yuan.

The second news: MSCI expansion. Judging from the data, since the beginning of this year, MSCI's A-shares have not only outperformed the global average, but also significantly outperformed the Hong Kong stocks and overseas-listed Chinese concept stocks included in MSCI.

The third news: the opening of the science and technology innovation board. The Science and Technology Innovation Board officially opened on June 13, ushering in a historic moment for China's capital market. With unprecedented speed and institutional breakthroughs, the STAR Market has brought multiple far-reaching impacts to the future development of China's capital market.

The fourth news: A-share "rich". On June 21, the launch ceremony of the inclusion of A-shares in the FTSE Russell Global Index was held on the Shenzhen Stock Exchange, and FTSE Russell announced the inclusion of A-shares in its global equity index system.

Fifth news: On June 25, the Shanghai Stock Exchange and the Japan Exchange Group held the opening ceremony of China-Japan ETF interconnection simultaneously

The sixth news: the scale of buybacks has reached a new high.

The seventh news: the country released the 2025 planning outline, focusing on the layout of scientific and technological innovation industries. ”

"This is some policy news about the stock market that I have collected recently, Brother Zuo, take a look, can you give us any useful news?" Liu Pengfei said in a message.

I didn't see anything in the details, but I analyzed two points: First, the state's policy on the stock market has changed from last year's suppression to vigorous support, indicating that the policy has reached the bottom; second, I think foreign capital may still be the main driving force for the stock market to go long this year, so we can still consider the varieties that foreign capital focuses on building positions. This is the conclusion I can judge and reach at the moment, do you think this is the case?" Zuo Yuliang asked in a message.

"I think the content of the 2025 plan is simply exciting! It covers all aspects of our industrial upgrading in the future. It seems that technology stocks are a key sector to watch. Chen Menglong sent a message and said.

"What exactly is the technology sector?" asked Zuo Yuliang in a message.

"It's mainly software information, 5G concepts, semiconductor concepts, and so on. Chen Menglong sent a message and said.

"Then Menglong, you should look for a few stocks in the technology stocks! Let's discuss it together. Zuo Yuliang sent a message and said.

"Okay, Brother Zuo, I'll give it a try!" Chen Menglong replied by message.

"Pengfei, do you also receive some tasks! Choose for yourself, what plate are you studying?" Zuo Yuliang said in a message.

"I'm mainly engaged in the consumer sector! I'm delicious, hehehe. Liu Pengfei sent a message and said.

"Okay, I'm pretty much done, I'll study the rest of the new energy vehicles, state-owned enterprises and military sectors! When the time comes, we will each choose three to five stocks as the main object of discussion, and everyone will act separately!" Zuo Yuliang finally sent a message to assign tasks.

"Then Brother Zuo, what should I do?" Cao Yinqiu asked.

"Whatever you choose, what sectors you think have potential and are optimistic about stocks, you can take them out and discuss, anyway, we mobilize collective wisdom and try to be as accurate as possible. Zuo Yuliang sent a message and said.

"Also, everyone should pay attention to the stock price to overshoot, preferably the leading stock in the industry, and it is best to have foreign shareholders to hold shares, after all, we have to consider the long-term value of the stock. Zuo Yuliang sent a message to emphasize.

"It seems that this time it's a concerted effort! Brother Zuo, is Jiang Lang exhausted?" Hu Weiyong asked in a message.

"Hahaha, what you said is really true, I really can't find the sectors and stocks I like in stock selection recently! You just talk about the 5G of technology stocks, I really haven't experienced any application around me! It's not so easy to find a stock that can rise tenfold!" Zuo Yuliang replied by message.

"So, let's go our separate ways and make 12 points of effort, maybe we can really get the stock selection effect of 'three stinkers beat Zhuge Liang'? Zuo Yuliang finally emphasized.

"Deciding, Brother Zuo, it must be. ”

"Three shares per person, isn't it a little less?"

"Got to work tonight. ”

。。。。。。

After everyone replied to Zuo Yuliang's message, the group entered quiet mode for a while.