Chapter 116: Bucking the trend and rising non-stop
April 1, 2023 is week 6, which is a rest day for the stock market.
Zhang Sheng came to Yuansheng's house early and discussed stocks with Yuansheng.....................................................................................
Mr. Zhang: I found a very bullish stock, it has only been on the market for three months, and it has risen more than three times. It is one of the few stocks among the more than 5,100 A-share stocks that do not have a hedge order. It's a thousand-way stock. Why is it so good?
Yuansheng: On the first day of the listing of Qianwei shares, the index was 3089 points, and on March 31, 2023, the index was 3261 points, and the index only rose by 5.5%, but Qianwei shares started from 15 yuan, up more than 3 times, which is indeed very bullish! It has risen more than 60 times more than the broader market.
Yuansheng thinks that it can be so good, and the main reasons are as follows:
First, it has only 34.79 million shares in circulation, which is a small-cap stock, which is convenient for the main force to control the market.
Second, its starting price is 15 yuan, and it is only 150 yuan when it rises 10 times. The lower the starting price, the more the main force can pull a stock higher, such as a 1 yuan stock, the main force will fry it to 9 yuan, which is not very difficult, but the increase is already 9 times. And the 2,600 yuan Moutai stock is 23,400 yuan if it is 9 times higher, which 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 operation, and is a national specialized and special new small giant enterprise and a national high-tech enterprise. Biwi
The brand is mainly for the ToB market such as smart terminals, industrial-grade applications, enterprise-level applications, automotive applications, and PCOEM
tech) and the exclusive operations of Hewlett-Packard (HP), Acer (Ace
) and Marauders (P
edato
and other brands are aimed at the ToC market such as DIY, e-sports, and mobile storage. The company's products are widely used in intelligent terminals, PCs, big data, Internet of Things, Internet of Vehicles, industrial Internet and other fields. The vigorous development of next-generation information technologies such as 5G, artificial intelligence, big data, Internet of Things, and the metaverse is 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, storage needs chips, and 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 years, and the domestic semiconductor memory industry has ushered in huge development opportunities due to the general trend of localization of the industry. The company adheres to technology, continuously increases investment in R&D and manufacturing, and builds the company's competitive advantages and development foundation. The company has mastered core technologies such as storage media characteristics research, core firmware algorithms, advanced packaging of memory chips, and research and development of memory chip test equipment and test algorithms. Among them, the company's core firmware algorithm takes into account the requirements of high performance, large capacity, low latency, low power consumption, safety and reliability, and is applied to different scenarios such as consumer, enterprise, industrial, and automotive. The company's advanced packaging processes such as 16-layer stacked die, 30~40μm ultra-thin die, and multi-chip heterogeneous integration are at the leading domestic and international first-class level. In the face of the characteristics of high frequency and large bandwidth of memory chips, the company has independently developed a series of memory chip test equipment and algorithms, and successfully realized localized applications.
Anyone who is a little smarter knows that 2023 is the year of AI, and the products of Qianwei stock are for AI, which is equivalent to a branch of AI........... In the wind, pigs will also fly, so we have seen the continuous rise of Qianwei stocks, which have risen 3 times.
Fourth, GigaDevice, a similar stock of Qianwei stock, has risen from 129.09 yuan to 1295.77 yuan (compound price) since its listing, an increase of 10 times.
Based on the above 4 points, Qianwei stocks have risen non-stop....... It has only been on the market for 3 months, and it has already risen 3 times.
Zhang Sheng: Yuansheng, do you say that Qianwei stock can still rise in the future?
Yuansheng: This kind of thing must not be leaked, otherwise it will .........
Zhang Sheng: First, from the principle of inertia. Second, has the subject matter been exhausted? Third, is it still in the hot spot? Is it reliable to judge whether a stock will rise in the future from these three aspects?
Yuansheng: Very reliable.
Yuansheng: Do you remember the open letter on "Moratorium on Large-scale AI Research" that we discussed on March 30, 2023? At that time, I made it clear that news should be useful only if it was fast. The suggestion on March 20 was only reported on March 29, which is obviously to cooperate with institutions to wash AI concept stocks.
Now the results are out: C Associated Press, April 1 -- An open letter signed by Elon Musk and others went viral this week, once again pushing artificial intelligence (AI) such as ChatGPT to the forefront. But as time passed, the event seemed to turn into a farce.
The letter was written by the nonprofit Future Life Institute (Futu).
eofLifeI
stitute) under the title "Pausing Giant AI Experiments: An Open Letter". As of Friday, more than 1,800 tech executives and top AI researchers had signed their names.
They called for a moratorium on the training of AI systems more powerful than GPT-4. A moratorium, preferably six months or more, would give the industry time to develop safety standards in AI design that would prevent the potential harms of some of the most risky AI technologies.
First, the letter initially allowed anyone to sign without identity verification, which led to a few jokes. Ope
Sam Altma, CEO of AI
The name appears on the list, Altma
He responded that he had never signed the letter.
Did -------- see that? Someone else didn't sign it, so I have to say that he did....... Such an open letter can only be a joke, and it also achieves the purpose of the main washing (March 29 and 30)! It's a pity that the wind is the rain of retail investors.
Zhang Sheng: In the stock market, it's really a conflict of interests. Now, after the AI stock has been washed, it is now at the stage of continuous profit..........
Yuansheng: Yes, in the stock market, the interests are too great, you think about a market with a daily turnover of about 1 trillion yuan, and big money turns over into clouds and rain, and everything is done. Retail investors, how to win?
................
In the chat, it was time for lunch..........
PS: Prototype stock of Qianwei stock: (announced tomorrow)