May 8, 2023 is Monday, and Yuansheng and Zhang Sheng came to the big room early. Zhang Sheng said excitedly: Through last night's review, I found a very good stock, whether it is from the daily X-ray, or from the basic full, it is the best choice. It is Zhongguang stock. Yuansheng, you look at its information.................................................................................................................

Yuansheng looked at the daily X-ray of Zhongguang stock and found that it rose sharply in November 2022, and then rebounded again, and recently fell for more than 2 months, but the last 6 trading days are sideways, or a K-line combination of yin and yang.

Investors: What products and technologies does your company have in the field of domestic substitution?

The company replied: Hello. The company's main products are toner, OPC drum, information security copier, and special precision processing products. The company is a domestic enterprise that can produce both toner and OPC drums on a large scale, and is one of the main manufacturers of electrostatic imaging consumables for printing, copying, and copying in China. The company was the first to realize the localization and industrialization of OPC drums, and passed the acceptance of the major project of the national "863" plan "Key Technology and Development Research on the Industrialization of Organic Light Guide Drums", and was also one of the early enterprises to realize the localization of toner. The company has played an important role in promoting and leading the localization of the consumables industry, highlighting the strength and value of the national brand. The company's information security copier business is divided into security enhancement copiers and information security composite machines, security enhancement copiers refer to the printing and copying integrated equipment with information security characteristics that are installed and formed after the specific transformation of photocopier parts and equipped with the company's independent design and development of the security information management system; The information security multifunction machine is a multi-functional multi-function machine that integrates the functions of copying, printing and scanning by using domestic core components, and the printing and scanning system is installed with the operating system computer, which meets the requirements of informatization and passes the testing and certification of relevant national departments. Thank you for your interest.

Yuansheng continued: Judging from the company's reply, the stock is a domestic substitution (that is, to break the monopoly) theme, which has been a branch theme of the main hype in recent years.

Zhang Sheng: Zhongguang stocks belong to low-to-medium-priced, small- and medium-sized stocks, and stocks with good themes, and it is easy to make money by speculating in such stocks.

In the morning, Zhongguang shares opened flat, and the vanguard of Yuansheng and Zhang Sheng had been traded. After 9:30, Yuansheng and Zhang Sheng continued to rush to buy stocks...................................

At 9:33, Zhongguang stock rose 1.67%, and Yuansheng and Zhang Sheng stopped buying, ending the battle on the first battlefield of territorial expansion.

The second battlefield is the battle of Yunchuang stock. Before the opening of the market, Zhang Sheng asked: The company announced that it would lift the ban on 17.0917 million shares on May 8, 2023 and start circulation. Is this news positive? Or is it bearish?

Yuansheng: The amount of lifting the ban is not large, it is an AI stock, which is one of the hot spots at present, and the probability should be that the main force should sell after pulling up, so we can also buy a part of it first, and then clear the original chips.

Yuansheng and Zhang Sheng participated in the call auction of Yunchuang shares and were sold.

At 9:53, the increase was more than 24%, and an auspicious number of 22.68 yuan appeared.

After the clearance is completed, Zhang Sheng or: dare to buy at a low level, and be willing to sell at a high level, so that the cost has dropped, and we have entered the safe zone.

The third battlefield is the battle of the national grain stock. In the morning, national grain stocks opened 4.1% higher. Yuansheng is waiting.

At 9:39, the stock of national grain rose to 9.35 yuan, and Yuansheng said: clear it.

At 9:49, the national grain stock retreated to 8.91 yuan, and Zhang Sheng asked: Do you want to kill the carbine?

Yuansheng: Which wave of its market in December 2022 only rose for 3 days, and began to fall on the 4th day, this time, today is also the 3rd day of the rise, be safe, we won't kill back the carbine.

After the operation, Zhang Sheng said: There are two main lines in this year's stock market, one is the special valuation, the other is high-tech, and AI is a branch of high-tech. In 2023, if you buy or own stocks that do not belong to the stocks on these two main lines, 90% of the stocks will not be able to rise, and there is a high probability that they will fall endlessly. Only a few stocks that come with their own halo can be an exception.

Yuansheng: Bigger and stronger state-owned enterprises is one of the important tasks in the next few years, look at the media reports----- [Shanghai Stock Exchange plans to hold an exchange meeting on May 11 on "discovering the investment value of central enterprises and promoting the return of the valuation of central enterprises"] The purpose of the meeting is to further explore the establishment of a valuation system with Chinese characteristics, guide the discovery of investment value of central enterprises, and promote the return of the valuation of central enterprises to a reasonable level. Relevant leaders of the Shanghai Stock Exchange and China Guoxin will attend the meeting. In the view of industry insiders, the recently approved shareholder return ETF of central enterprises will be issued from May 15, and this meeting may be a warm-up for the issuance.

Zhang Sheng: Now it is public opinion first, and the main force is stirring up. You see, now that the market is about to close, Bank of China, a large stock with 210.8 billion shares in circulation, has also risen to the limit. The last time the Bank of China had a daily limit was during the 2015 bull market, and today it is the first time in 8 years. Do you say it's rare?

Yuansheng: Yes, stock trading must follow the trend of the times, so that it is easy to make money. For example, in the early years, the main force speculated on new energy, which led to the rise of many new energy stocks by 5-30 times. The January-April period of 2023 is the branch under the high-tech (AI) is the trend that represents the times, and if you buy the leading stocks, most of them have risen 2-5 times, and you are also a big winner.

Zhang Sheng: The competition between major powers is mainly manifested in high-tech competition at the current stage, so in the next few years, one of the main directions of speculation must be high-tech stocks. Real high-tech stocks, powerful or unique high-tech stocks, will definitely be speculated by the main force.

Yuansheng: Yes, the two main lines of special valuation and high-tech represent the direction of the current mainstream speculation in the stock market, and only in these two aspects of the stock are the stocks that are in line with the trend of the times and the sectors with the most opportunities..........................................................................

It's the closing time of the afternoon again, and Yuansheng takes stock of the stocks in his hand: (Written at night, 17K novel network can add words at any time)

PS: The prototype stocks for clearance are:

Write in the evening