"People always look for things that are shiny on the surface." Lin Shi sighed.

"Okay, I know what you mean, just pick some well-known stocks and buy them."

"Well, that's pretty much it......" Lin Shi didn't tell Tan Yue too much, because it was really unnecessary, the matter of choosing stocks was not something that could be said clearly in a few words, and it was easy for people to have illusions if they said too much, making them feel that it was very simple to make money in the stock market, it was better to let them choose some stocks whose performance was okay that everyone was buying, although they couldn't beat the market, but at least they wouldn't lose a lot like buying junk stocks.

After the two finished eating, they went back to their respective departments, and it was only half past twelve, and the stock market was still "closed", so Lin Shi opened the stock software......

"Huh? Steel stocks and some chemical stocks are really rising, and these stocks are not doing very well. Lin Shi muttered in his heart, this is the first time he has seen such a situation, he still doesn't believe it after listening to Tan Yue's words before, how can it be that stocks with poor performance have been rising? Aren't you afraid of a special suspension of stock verification?

Lin Shi frowned, unable to figure out what was driving the rise of these stocks......

"Lin Shi? I just found a stock on communications, you can take a look. Zhuang Yingying said.

"What's the name, I'll just search for it directly on the software."

"Hengguang Communications."

Lin Shi immediately searched for this stock, Hengguang communication is a professional research and development and production of optical fiber cable, optical rods, all kinds of optical devices and optical access equipment of the national key high-tech enterprises, the company covers an area of 150,000 square meters, with 785 employees, in 2008 optical cable sales of about 7 million core kilometers, market share of about 18%, production and sales have been ranked second in China for many years.

"It's okay, it's growing 30 percent a year, but the price-to-earnings ratio is only 22, there's plenty of cash, the balance sheet ratio is perfect, and the stocks you choose are very good." Lin Shi sincerely appreciated.

"I happened to be paying attention to the stocks in such a sector recently, one is that the state has supported these 5G-related stocks in terms of taxation, and the other is that the country has set a goal to develop 5G by the end of 2019, I think the stock price behind these stocks will rise significantly, and the market may give a relatively high valuation, especially such super performance stocks."

"What's driving its growth?" Lin Shi said curiously.

"It seems to have acquired a well-known British communications company, and this company has also done a good job in the field of communications, I guess they may have exchanged the core technology of communications, you see, before 12 years, the trend of this stock was unremarkable, but in the first half of 12 years after the acquisition of Bell Communications, the profit of the stock in the second half of the year has improved significantly, and then the performance plug-in has been opened, and it has increased by nearly 30% per year, which has lasted a little more than 4 years." Zhuang Yingying said thoughtfully.

"Oh? Then his acquisition did have an effect, unlike other companies that have acquired the performance but worsened, because of cross-industry diversification, resulting in the loss of market share of the company's main business. ”

"What are you discussing?" Zhou Yunmeng walked into the analysis department and saw Zhuang Yingying and Lin Shi chatting.

"A relatively bullish stock in a communications sector."

"It can't be Hengguang Communications, right? Yingying told me before that the fundamentals of this stock can be said to be impeccable, but ......" Zhou Yunmeng stopped talking.

"Are you worried that the technology will be updated too quickly and the product will become obsolete?" Lin Shi guessed.

"Yes, in the nineties, many people in our Huaxia country could not afford to buy computers, and it was not until 06 years that my family had computers, and at that time I felt that the computer speed was very slow, and it took half a day to click on an application."

"But what about now? After 2 seconds of powering on, the application will open without any lag. ”

"In addition, you should know that technology companies have to invest a lot of money in research and development every year, if they can succeed, then their products can survive, if they fail, the company may collapse next year, just like Intel, maybe it will stop the research and development of chips now, he is still the big brother in the chip industry, but at most three years, the chips he produces will be eliminated." Zhou Yunmeng said worriedly.

Sister Zhou's point of view can be expressed by Moore's Law, which was proposed by Gordon Moore, one of the founders of Intel. The content is that when the price is the same, the number of components that can be accommodated on an integrated circuit will double approximately every 18-24 months, and the performance will also be doubled. In other words, the performance of a computer that can be bought for every dollar will more than double every 18-24 months. This law reveals the speed at which information technology is advancing. ”

"Although this trend has been going on for more than half a century, Moore's Law should still be considered an observation or speculation, not a physical or natural law. The law is expected to last until at least 2015 or 2020. However, the updated growth of the international semiconductor technology development roadmap in 2010 has slowed to the end of 2013, and the number of transistors is expected to only double every three years in the period after that. Zhuang Yingying said.

"Do you think such stocks are not very favorable?" Lin Shi frowned and groaned.

"If you insist on choosing stocks based on fundamentals, then you should listen to Mr. Buffett and always be in your own circle of competence, such as picking some consumer stocks." Zhou Yunmeng reminded.

"If Warren Buffett speculated in China's stocks, he would have lost all his pants long ago." Du Wenjian said with a disdainful face, he hates to hear the name Buffett the most.

"I think in the future market, theme stocks will still be speculated, and they will be speculated very strongly." Lu Yindong spoke slowly.

"But there's nothing new about it right now."

"For market makers or institutions, if there is no theme, then create a theme, if the shareholders do not believe, then they will raise the stock price to make the shareholders believe, during which they can also manipulate the news or securities analysts to release good news for them."

"But they can't arbitrarily raise the stock price, they will be released by the BOSS." Du Wenjian said with a wicked smile.

"What if the stock is doing well?" Lu Yindong pretended to be profound, and seemed to want to sell a pass.

"You mean a super-theme stock that combines theme and performance and has strong financial propulsion?" Lin Shi said the answer from his mouth.

"Yes, and it must be the national team that takes the lead in holding shares, which can greatly reduce the risk of stock suspension."