Chapter 129: T's Paradise
April 14, 2023 is Zhou 5, Yuansheng came to the big room early as usual, Zhang Sheng has already arrived and is waiting for his arrival.
Zhang Sheng said that LD proposed at the symposium: during the discussion and exchange, LD emphasized that unicorn enterprises have high growth, which represents the direction of economic transformation and upgrading to a certain extent. The confidence and vitality shown by everyone let us see the strong impetus for the overall improvement of China's economic operation and the prospect of high-quality development. Enterprises are the main body of scientific and technological innovation, and it is hoped that the majority of enterprises, especially science and technology enterprises, will take innovation as their mission, put more energy on key core technology breakthroughs, create more "unique skills" and "hard-core technology", and strive to stand out in new fields and new tracks, and contribute to China's realization of high-level scientific and technological self-reliance and self-reliance.
Yuansheng: It seems that the technology stocks of A-shares are going to rise today, so let's choose one to buy......................................................................
Zhang Sheng: I see that Wei Ze's stock is good, please see ----- company is a well-known third-party integrated circuit testing service enterprise in China, and its main business includes wafer testing, chip finished product testing and supporting services related to integrated circuit testing. The types of wafers and finished chips tested by the company cover CPU, MCU, FPGA, SoC chips, RF chips, memory chips, sensor chips, power chips and other chip types, and cover 7 in terms of process
m、14
m and other advanced processes and 28
The mature process above M covers mainstream products such as 12 inches, 8 inches, and 6 inches in wafer size, and includes communications, computers, automotive electronics, industrial control, consumer electronics and other fields in downstream applications. The company adheres to the differentiated competition strategy of "taking wafer testing as the core and actively developing the finished product testing of medium and high-end end chips", and has become one of the most prominent enterprises in the third-party integrated circuit testing industry. Since its establishment in May 2016, the company's operating performance has maintained rapid growth, and up to now, the company has become one of the largest domestic enterprises in the third-party integrated circuit testing industry. After the Z Xing and H ban incidents, chip design companies in Chinese mainland gradually transferred high-end test orders from Taiwan to Chinese mainland, accelerating the process of localization substitution. The company actively grasps the historical opportunities of industry development, on the one hand, rapidly expands high-end testing capacity, and on the other hand, increases R&D investment, focusing on breakthrough7
m-14
m advanced process chips, 5G RF chips, high-performance CPU chips, high-performance computing chips, FPGA chips, complex SoC chips and other high-end chips testing process difficulties, has become one of the important suppliers of high-end chip testing replacement of major chip design companies in Chinese mainland. The company's technical strength, service quality, and production capacity scale have been highly recognized by the industry, and have accumulated a wide range of customer resources. Up to now, the company has more than 170 customers, covering chip design, manufacturing, packaging, IDM and other types of enterprises, including UNISOC, ZTE Microelectronics, Jingchen Semiconductor, Zhongying Electronics, Bitmain, Zhuosheng Microelectronics, GigaDevice, Puran Semiconductor, Changdian Technology, SMIC, Beijing Junzheng, Anlu Technology, Fudan Microelectronics and other well-known manufacturers at home and abroad.
Yuansheng looked at the K-line of Wei Ze's stock and found that its K-line has been relatively strong recently, and it will rise at any time under the effect of good, so Yuansheng decided to open to buy it.
In the morning, Wei Ze stock opened 1.33% higher, and Yuansheng was waiting. After the opening, Yuansheng adopted a strategy of buying slowly.........
At 9:33, Wei Ze's stock rose 3.31%, and Yuansheng stopped buying, ending the battle on the first battlefield.
The second battlefield is the battle of the top wisdom stock. In the morning, Yuansheng and their participation in the call auction of Dingzhi stocks, as a result, it opened 1.62% lower, and Yuansheng's chips were all traded.
After the stock price fluctuated at 9:30, Yuansheng and Zhang Sheng continued to buy, and in less than 1 minute, Dingzhi stock turned red, and Yuansheng stopped buying and ended this battle.
The third battlefield is the battle of the Boundary Stocks. In the morning, Jieji stock opened 0.84% higher, and all the pending orders of Yuansheng and their participation in the call auction were filled.
Zhang Sheng was curious: why do you want to increase your position?
Yuansheng: In my impression, Jieji stock is the first stock to give shares to fill in the rights in 2023, and the first is a bull stock, and there is a high probability that it will rise sharply, so we will increase our position.
At 9:34, the stock rose by more than 12%, and there was an auspicious number of 10.66 yuan, and they sold 70% of the chips, reducing costs, locking in the win, and the remaining chips can be guarded with peace of mind.
The fourth battlefield is Yuxin stocks, in the morning, Yuxin stocks opened 0.79% lower, Zhang Sheng asked: Do you want to clear the position directly?
Yuansheng: It has been so fierce in recent days, which means that there is a main force, and we will sell it when the main force protects the disk, or rebounds........
At 9:35, as soon as the auspicious number 38 yuan came out, Yuansheng and they went directly to the car to clear the warehouse and end the battle.
The 5th battlefield is the battle of stock 01. In the morning, after the market opened, Zhang Sheng asked: No. 01 stock is very weak today, does it need to be cleared?
Yuansheng: There are 2 ways for us to choose: one is to clear the position directly (we are making money anyway), and the other is that we can wait for next week to continue T+0 it. We mainly play hot stocks, and stock 01 is no longer a hot stock at present, so let's clear it.
Zhang Sheng: Anyway, it doesn't have many chips, we have gone through several T+0 (sell more, buy less), our cost has been less than 1 yuan, how to play is profitable. My opinion is to clear it.
After the two agreed on it, they directly cleared the No. 01 stock and defended the fruits of victory.
Mr. Zhang: Recently, I have found that many stocks have a large daily spread, which is very suitable for T+0.
Yuansheng: Yes, look at the amplitude list, the stocks with the largest amplitude are more than 20%, and there are more than 100 stocks with an amplitude of more than 10%, even if they are discounted, there is a price difference of more than 5%, so they will choose stocks, and some stocks are really a paradise for T+0. Continuous T, continuous cost reduction, in order to increase profits, reduce costs, lock in the win.
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Finally closed, Yuansheng looked at the stocks he owned: write in the evening. 17K novel network can add words at any time)
PS: The prototype stock for the clearance is: Write in the evening