Chapter 137: Big Ups and Downs
April 23, 2023 is a Sunday, Yuansheng reviewed the stock at home early in the morning, the doorbell rang, and when he opened the door, he saw that it was Zhang Sheng................................................................................................................................................................................................................ .................
Yuansheng said: It's just in time, what do you say about the characteristics of this week's stocks?
Zhang Sheng: The biggest feature of this week's stock market is the ups and downs, from the index point of view, last week 1 rose 47 points, week 2 rose 7 points, week 3 fell 23 points, week 4 fell 3 points, week 5 fell 65 points, specifically week 1 rose 47 points, week 5 fell 65 points.
Zhang Sheng continued: From the perspective of individual stocks, the most bullish thing this week is Tieke Track, there are 3 daily limits in 5 trading days, and the stock price has risen from 24.34 yuan on April 14, 2023 to 41.26 yuan in 5 trading days.
Yuansheng: In the first quarter, a number of high-speed rail construction projects concentrated on the performance and supply, resulting in a large year-on-year increase in revenue and net profit attributable to the parent company, which is one of the reasons for its sharp rise.
Zhang Sheng: Liante Technology is also one of the more bullish stocks this week, it rose from 77.81 yuan to 127.62 yuan.
Yuansheng: Liante Technology is in the hot sector (optical module) this week, and it is favorable, so it has risen sharply. Take a look at the good things--------
Investor: Hello Secretary of the Board, when did the 800G optical module start to send samples to customers for testing? What are the technical routes of the company's 800G optical modules? Thank you.
Company reply: Dear investors, the company's 800G optical module was sent to customers for testing in 2022, and the company has 800G optical modules based on EML, SiP, and TFLN modulation technology. Thank you for your interest!
Zhang Sheng: Samples will be sent for testing in 2022, and there is a high probability that it will be mass-produced in 2023. The stock market is all hyped in advance..............................................................................................................................................
Yuansheng: Yes, the stock market has to be measured in advance.
Zhang Sheng: There are many stocks that have fallen by more than 20% this week.........................................
Yuansheng: At present, there are more than 5,100 stocks in A-shares, and there are many stocks, most of which are not hot stocks, and most of them are difficult to rise, but they are easy to fall. On the day of the 5th of the week, there were media reports that in May, it was possible that the eagle would impose a policy of high-tech restrictions on rabbits, which led to a sharp decline.............................................................................
Zhang Sheng: On the evening of Zhou 5, there was good news, ****** this meeting pointed out that strengthening the main position of enterprises in scientific and technological innovation is a key measure to deepen the reform of the scientific and technological system and promote the realization of high-level scientific and technological self-reliance and self-reliance. Focusing on "who to innovate, who to innovate, what to innovate, and how to innovate", the meeting also made relevant arrangements.
LD repeatedly emphasizes the importance of key core technologies, and points out the path and direction for the majority of enterprises to rely on independent innovation and break through key core technologies. "It is necessary to strengthen the main position of enterprises, promote the deep integration of innovation chain, industrial chain, capital chain and talent chain, continuously improve the level of transformation and industrialization of scientific and technological achievements, and build an industrial science and technology innovation center with global influence." "In the right direction, we must plan the layout in advance, increase investment, focus on overcoming a number of key core technologies, and accelerate the pace of catching up and even leading." "Innovation is the source of the core competitiveness of enterprises, and many core technologies cannot be sought or bought."
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Yuansheng: From this point of view, next week's stock market, the hot spot is likely to be the emergence of high-tech sectors, especially stocks of key technologies that can break the "neck" of foreign countries, which may be one of the key objects of capital speculation. .........................................................................
Zhang Sheng: Yes, stock speculation must follow the main force in order to make easy money, otherwise, it is easy to fall into traps and difficult to unravel.
Yuansheng: Now the daily trading volume of A-shares is basically more than 1 trillion yuan, such a large trading volume, the index is up for a day, down for a day, has been around 3200---3300 points repeatedly tossed, but every day, every week there are bull stocks, need every stock market participant to find, find bull stocks, and participate in time to make money. If you are not participating in the hot sector and are not the target of the main attack, there are relatively few opportunities to make money.
Mr. Zhang: Yes, in the stock market in recent years, the index has been relatively stable, but bear stocks and bull stocks have always coexisted, and it is all up to the individual's choice to make or lose.
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What will the stock market look like tomorrow? Yuansheng is full of hope............................