March 29, 2023 is the 3rd of the week, and Yuansheng arrived at the big room early as usual. Zhang Sheng said excitedly: I found a branch of an AI concept stock, and all the stocks in it are bull stocks! Am I going to look for a stock that hasn't risen much yet, and give it a shot?

Yuansheng: What stock?

Zhang Sheng: It is Hete stock.

Yuansheng: AI stocks are popping up every day, so AI concept stocks are still hot spots, and they are the main battlefield for smart big money. Hete stock is a stock in optical modules, and it is also 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, and at the same time, considering the substitution of domestic enterprises for foreign enterprises, the growth rate of several domestic optical module companies may be 15% or even higher. Therefore, optical module stocks such as Accelink Technology, Huagong Technology, Zhongji Innolight, Xinyisheng, and Cambridge Technology are all bull stocks, and their K-line charts are very beautiful, and after a wave of Hete stocks rose in early February 2023, after more than 1 month of washing, under the stimulation of similar stocks going bullish, especially Cambridge Technology, Hete stocks can rise another wave at any time, so after the opening, we pay close attention to it, and we will follow up immediately if there is a change.

Zhang Sheng: Okay, this is a good tactic, don't see the rabbit and don't scatter the eagle!

In the morning, Hete stock opened 0.75% lower, and the practice of Yuansheng is: the stock that opened low first wait-and-see to see if it continues to fall after the stock price fluctuates? Maybe it's the horse rising? Maybe it's a V-shaped reversal after a fall?

At 9:30, the second single of Hete stock returned 0.07 yuan, and the third single jumped 0.37 yuan............

Less than 20 seconds after the stock price fluctuated, Hete stock turned red, and they snapped up 2 more orders from Yuansheng, and then stopped, so that the cost could be controlled near yesterday's closing price. This is the first battlefield of territorial expansion.

After buying Hete stocks, Yuansheng saw that the Yangguang stocks he had been observing for a long time were about to turn red, and he immediately said: Buy Yangguang stocks.......... This is the 2nd battlefield.

After buying the stock, Zhang Sheng asked: Why buy it?

Yuansheng replied, I have a few reasons to buy it: first, it is CPU and DCU two-wheel drive, and the company's performance has grown explosively.

Second, CPU products have strong comprehensive competitiveness and benefit from localized substitution. The domestic server market is huge, with shipments reaching 3.911 million units in 2021, divided according to the processor technology category, x86-based servers occupy an absolutely dominant market position, and x86 server CPUs are almost monopolized by foreign countries.

Third, DCU products have great potential. With the rapid development of artificial intelligence, big data and other industries, the market demand for accelerated computing coprocessors will remain high for a long time. The company has launched a DCU coprocessor 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 pattern, I think the risk of buying Yangguang stocks is relatively small, and the profit margin is relatively large.

Zhang Sheng: Agree with your analysis, stocks with first-class fundamentals are prone to bull stocks.

The 3rd battlefield is the battle of Zhaohua stock. In the morning, Zhaohua stock opened 6.19% higher, and the stock opened so fiercely, of course, Yuansheng had to wait and see how fierce it was?

After 9:30, people who are optimistic about Zhaohua stock chased all the way to buy it, causing it to rise step by step........

At 9:45, an auspicious number appeared in Zhaohua stock: 32.68 yuan! Yuansheng looked at the increase of nearly 20%, good guy, that is, it rose by nearly 40% in less than 2 days........... The experienced and not greedy Yuansheng said: Clear the warehouse!

After the clearance was completed, Zhang Sheng asked: Why don't you leave a little bit and keep it again? Maybe tomorrow, or the next few days, it will continue to rise, isn't it fragrant?

Yuansheng: Yes, if it can rise and fall, tomorrow or the day after tomorrow, it may rise again. If you really go this way, wouldn't it be nice to let others earn a while? Joy is the real joy! If it can't go up and down, and it wants to pull back, or if it continues to adjust after tomorrow, we have cleared our position, wouldn't it be happier?

Zhang Sheng: That's right. After selling, it is the real profit, otherwise it is a bird in the forest, which may not belong to you. In the stock market, contentment is always happy! Happy making money is more important than anything! Consistently happy and wholesome. Health is the most valuable thing!

The 4th battlefield is the battle of rain from stock. At 9:25, Rain opened 1.31% higher from stocks. Yucong stock is one of the pioneer stocks of AI concept stocks, and pioneer stocks are the most capable stocks and the pioneers of market opening! It has risen nearly 3 times since its low level, indicating that the main force is deeply involved in it. It has such a powerful main force, Yuansheng can naturally wait for it to pull up before selling.

After the stock fluctuated at 9:30, 3 minutes after the rain rushed up from the stock, the profit-taking orders rushed out, causing it to fall to 39.20 yuan at 9:39 The moment the hook went up, Yuansheng entered and added its position.

Zhang Sheng: Aren't you afraid that it will hook your head and continue to fall?

Yuansheng: First, the AI market is underway, and it is still very far from the end of the market, it is one of the leading stocks of AI, and there is a high probability that it will rise, so I dare to take this risk, so I will increase my position.

Second, it is the first brother of the AI chip, only 39.20 yuan, however, the little brother of the AI chip is currently being issued last week, and the issue price is 43.92 yuan. If you don't know the goods, you're afraid of shopping around!

With the reasons for the above 2 points, at the moment when the stock was hooked at 39.20 yuan, I boldly increased my position.

Zhang Sheng: You said the reason, I understand the reason for your increase in positions, this is a very good reason. It's a risk, it's worth taking.

At 9:50, the rain rose from the stock to 42.66 yuan, which is a non-standard pair, Yuansheng sold yesterday's chips, and only the ones bought today. After this operation, the cost has dropped a lot, and the victory is basically locked. Zhang Sheng also reduced his position by 80%, leaving 20% of his chips.

The 5th battlefield is the battle of Yutron. In the morning, the rain hit a high open, and the profit order was sold, causing it to retreat to 15.30 yuan at the moment when Yuansheng returned to increase the position. At 10:03, it rose to 17.21 yuan, and Yuansheng sold the chips he bought in the morning, so that the cost dropped significantly.

Zhang Sheng: Why T+0?

Yuansheng: AI stocks are also going to fluctuate, there are fluctuations, the greater the fluctuation, the bigger the difference, the more T+0, the difference in vain, why don't I do it?

Mr. Zhang: Yes, it only takes 32 minutes to have an 8% price difference, which is so cool! If you don't earn it, you don't earn it for nothing.

Zhang Sheng: Yuansheng, do you know that the AI market is coming to an end?

Yuansheng: At present, the stock market has a daily turnover of about 1 trillion yuan, which is the trading volume of the bull market, about 400 billion yuan is the turnover of Ai stocks, and one sector accounts for 40%, which shows that this battlefield has a large capacity and is lively enough. The public funds with 22 trillion funds, 70% of their assets are deployed in Moutai, Wuliangye, new energy and other stocks (they have been taken for many years, and they have risen many times), so the fast-responding funds are slowly withdrawing from this kind of popular stocks in the early years (the leading stocks have risen 6-20 times), which is equivalent to the end of 1945 Lao J transferred the troops in the southwest region to the northeast, north China, and east China (mainly Shandong), and ZG to compete for the world. It took a few months for this old J to transfer troops, so the fund was also slowly transferred to AI. This is the torrent of the times! No one can stop you. Whoever follows this trend will make easy money, because this is the main battlefield.

Zhang Sheng: Yes, the new energy theme has also been fried for 2-3 years before it ends, and the AI theme is much more powerful than the new energy theme, at least 5-10 years..........

Yuansheng: Yes, every time there is a big market, the leading stocks will rise at least 10-20 times. AI is currently the most bullish and has only risen more than 3 times, so the AI market is still in the period of institutional scramble and position building, so you see a large number of institutions rushing to buy AI stocks every day on the Dragon and Tiger list. There are new AI-themed stocks every day.......... This kind of hype can continue for a very long time, because the main force adopts the method of round battle........

In the chat, it was the closing moment again, and Yuansheng took stock of the stocks in his hand: (written in the evening.) 17K novel network can add words at any time)

PS: The prototype stocks for clearance are:

(Written at night)