Chapter 333: One General's Success Makes Ten Thousand Shares withered
Friday, November 1, 2024.
Jisilu temperature: 19.18, Shanghai Composite Index: 3275.58 points.
1. One general’s success will lead to the decline of thousands of stocks.
Today, as soon as the market opened, the strong stocks that had been surging in the early stage and had increased several times in value, all opened the board and exploded.
Hytera, Changshan Beiming and Sichuan Changhong all opened their trading boards and sold off their shares in large volumes.
What's more, stocks that had skyrocketed in the early stages, such as Shuangcheng Pharmaceutical, Chengdi Xiangjiang, East China Numerical Control, and Datang Telecom, were directly blocked at the limit down.
These negative lines are like huge guillotines, harvesting batch after batch of retail investors.
Looking at the price-to-earnings ratios of these stocks, most of them are appalling.
Any stock investor with a bit of common sense would blurt out, "What a fuss!"
Not bad, just some random speculation.
Nowadays, the daily trading volume of A-shares is in the trillions.
It's like putting hundreds of kilograms of explosives in a metal barrel. Will it explode without ignition?
What gamblers seek is not performance, but a target.
It can be this stock or that stock, or even be transformed into something illusory.
They just need a way to gamble and play games.
Therefore, there is the ridiculous concept of Trump.
Today, stocks in the rare earth sector hit their daily limit at the opening.
Baosteel, Northern Rare Earth, and China Rare Earth all hit their daily limit ups within just over ten minutes of opening, driving up non-ferrous metal stocks. The trigger was the rumored rare earth ban.
Looking at the performance of these three stocks, they are all out of reach, dozens or even hundreds of times higher.
But, does it matter?
Scythes, just changed the gambling tools,
I just moved the casino from the previous high-priced stocks to here and continued to gamble with the gamblers.
Bet on yourself and you can win.
You only need to flip through the articles written in this book in 2021.
Take a look at how the "Periodic Table of Elements" was hyped back then.
You know, there's nothing new in the stock market.
However, we can't just speculate blindly.
Because, if others speculate blindly, it is other people's money that is lost.
If we speculate like this, we will lose our money.
So, how do we fry?
In fact, if you look back to 2015, that is, chapters 50-100 of this book, you will know.
The best targets are nothing more than low price, good performance and theme.
The reason for the low price is that new investors like to buy low-priced stocks.
The reason for high performance is that veteran investors and institutions like to buy high performance stocks.
Theme, because not only new investors, but also old investors, and even institutions buy theme stocks.
(Small plates, because the Scythes like them.)
In this way, we can ensure greater profits while maintaining safety.
Because, here, our opponents have more plates.
2. The end of one era and the rise of another.
As sectors rotate and speculation direction shifts.
Another industry that the blogger focuses on is also undergoing earth-shaking changes.
SAIC Motor's revenue in the third quarter decreased by -25.91%, and its non-GAAP profit plummeted by -99.23% to only tens of millions of yuan.
GAC Group's revenue in the third quarter decreased by -21.73%, and its non-profit plummeted by -216.01%, marking the start of losses.
In contrast, the third-quarter report of SERES, the leader in smart cars, showed an explosive growth of 636.25% in revenue and tens of billions of yuan in non-profit.
The end of one era and the rise of another.
The automotive industry is a tough one.
Blogger, I didn’t like it before either.
However, since June, this view has gradually changed.
Because the automotive industry is undergoing drastic changes.
Cheap cars are really miserable and you have to suffer from both ends.
They are harmed by the high inflation cycle and rising costs, as well as the fierce competition and pressure from peers. They are in a dangerous position of dancing on the edge of a knife at all times.
However, luxury cars are indeed a piece of fat meat that can withstand many upstream and downstream risks.
Therefore, after the initial understanding, the blogger went through the process of speculating with a small position and finally making the decision to invest with a large position.
Nowadays, the blogger speculates that there are three mainstream investment paths in this bull market.
The technology line has been hyped up.
Smart cars are already on the right track.
It is very likely that non-ferrous metals will be on the right track starting from today.
Shareholders exchange:
1. “Giraffe@”
"Why is there so much garbage flying everywhere? Can you tell us about this? I'm very curious, but I don't understand why."
Because there is too much money.
In other words, there are too many gamblers and there are not enough games in the casino, so they have to make their own gambling equipment.
After the sickles have harvested this wave of leeks, they will naturally change the concept and the venue to harvest another wave of leeks.
Until, there are no leeks.
2. “Like the dragon girl of Kui Zhoulong”:
"The situation has been very complicated recently. Gold prices keep hitting new highs. Although there is inflation, money hasn't flowed into commodities. If market trading declines, will higher commodity prices suppress demand, leading to a decline in performance?"
Don't think too much.
Just think about whether there will be water in the future.
After the water is released, is there more water or more goods?
Is it beneficial or harmful for the biggest dealer to release the money?
3. "Shiina Kagome who loves cymbals":
"Hello author, since complete vehicle companies are worried about major changes, wouldn't it be more stable to buy auto parts companies? They'll have to supply regardless of who wins."
Whether in a bull market or a bear market.
Traffic means money.
In terms of popularity alone, parts companies are not as well-known as OEMs.
Moreover, in the period of high inflation, the upstream is strangled by nonferrous metals, and the downstream is threatened by the OEMs.
It's very uncomfortable.
4. “The Heart Moves and is Clear and Clear”
"Author, how can I operate without deformation and follow the plan? I recently read the magic book of convertible bonds recommended before, and I chose one, but I didn't buy it for a long time, and I didn't hold on to it after I bought it. How can I control myself and follow the plan."
Improve your own cognition.
5. "Chen Xiaotian": "Am I the only one here?"
This section has more than enough defense but slightly lacks offense.
Before I knew it, the market had been open for more than an hour.
The high-priced stocks that had soared several times in the previous period were collectively sold off with large volumes. Investors should not be holding any of them, right?
After driving for a few days, the smart cars all stalled. A special reminder to all shareholders in JH: be careful of the reappearance of BAIC in August and make a contingency plan.
When investing in stocks, it is recommended to prioritize performance.
In just over an hour, more than a dozen nonferrous metal stocks hit the upper limit, and many have broken through the highs of October 8th.
The sector rotation should be to the nonferrous metal sector.
For those who hold shares, just enjoy the profits.
at last,
Fellow stockholders, you have made some money today. Don’t forget to urge the blogger to update and give him some feedback.
Continue read on readnovelmtl.com
