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股典钟行业投资资讯：化工Stock Code Clock Industry Investment Information: Chemical Industry
2021-04-06
但是有一个板块却连续走墙，它就是化工。陕西黑猫今天再次冲到天花板，完成了四年加上个月的今年，陕西黑猫已经收获十一个版。
它背后的驱动因素是什么？类似的机会还有没有？别着急，接着往下听。陕西黑猫的走强主要是业绩驱动，去年四季度业绩增长了约九倍。
怎么来的？一方面是焦炭业务四季度出货价格达到一千七百八十元每吨，同比增长百分之十八，出货量也增长了百分之十七。另一方面就是化工业务了。
二零一九年产品市场价格低，所以基数低。而到二零二零年四季度，产品价格明显回升，因此净利润同比大幅上涨。并且随着全球经济复苏，新一轮涨价周期。
已经开启。按照以往的经验，化工行业会随着产能的变化有周期性波动，一般持续性不会特别强。但是今年情况不同，海外很多的化工企业受疫情影响运转遇到了麻烦。
想要恢复产能非常困难，但是需求端还是很旺盛啊，于是这些订单就加速转移到国内，并且这个过程不可逆。从全球化工行业的发展趋势来看。
原本就是向国内转移，但是很明显疫情加速了这个过程，这就使得这次化工的行情比以往持续性更强。尽管陕西黑猫走强有很多自身的因素。
但最主要的还是舜用了行业的发展趋势。而在化工行业的发展趋势中，还有一条就是往头部集中。陕西黑猫的行情可能只是暂时的，但头部企业的行情可能会持续更久。
其中一家公司是m d i 的龙头，海外m d i 的巨头巴斯夫由于产能不足，已经上调了产品报价，这会是公司进一步扩大市场份额的机会。随着化工产能持续向国内转移。
公司的龙头优势将进一步。
But there is one plate that continues to walk the wall, and it is chemical industry. Shaanxi Black Cat once again rushed to the ceiling today. After four years and months, Shaanxi Black Cat has already harvested eleven editions.
What are the driving factors behind it? Are there any similar opportunities? Don't worry, then continue to listen. Shaanxi Black Cat’s strength is mainly driven by performance, and its performance in the fourth quarter of last year increased by about nine times.
how did it get here? On the one hand, the shipment price of the coke business in the fourth quarter reached 1,780 yuan per ton, an increase of 18% year-on-year, and the shipment volume also increased by 17%. On the other hand is the chemical business.
In 2019, the market price of products was low, so the base was low. In the fourth quarter of 2020, product prices have rebounded significantly, and therefore net profit has risen sharply year-on-year. And with the recovery of the global economy, a new round of price increase cycle.
Has been turned on. According to past experience, the chemical industry will fluctuate periodically with the change of production capacity, and the general continuity will not be particularly strong. This year, however, the situation is different. Many overseas chemical companies have encountered trouble in their operations due to the epidemic.
It is very difficult to restore production capacity, but the demand side is still very strong, so the transfer of these orders to the country is accelerated, and the process is irreversible. From the perspective of the development trend of the global chemical industry.
It was originally a transfer to the country, but it is obvious that the epidemic has accelerated this process, which makes the chemical industry's market more sustainable than ever. Although Shaanxi black cats are strong, there are many factors of their own.
But the most important thing is that Shun used the development trend of the industry. And in the development trend of the chemical industry, there is another one is to focus on the head. Shaanxi Black Cat's market may only be temporary, but the market of leading companies may last longer.
One of the companies is the leader of m d i. The overseas m d i giant BASF has raised its product quotations due to insufficient production capacity. This will be an opportunity for the company to further expand its market share. With the continuous transfer of chemical production capacity to the country.
The company's leading advantage will be further. -
2021-04-05
有一条传统赛道正在被新能源汽车激活，它就是胶膜，它的主要作用是保障电池组的安全。比如胶带是用于圆柱电芯中指部位的绝缘保护和固定。
硅胶泡棉垫片用于动力电池外框密封，这东西看起来不起眼，但是成长空间很大。胶膜产品原本主要应用在消费电子领域。
说起来它的发展还跟乔布斯的初代iphone 有关。不知道大家还记不记得很早以前触屏手机要按下去才有反应。二零零七年，第一代iphone 手机推出它使用的电容式触控技术。
彻底改变了触控行业的发展。只要用手摸一下就有反应它是怎么做到的呢？就是用了o c a 光学胶膜全贴合技术，从而填充了面板和触摸屏之间的空气层。
从那以后，o c a 光学胶就成了消费电子的重要部分，一直保持增长。尽管消费电子近年来增速很高，但是很明显新能源汽车增长更快。
要在二零二五年达到新能源汽车百分之二十的渗透率，还有将近五倍的成长空间。随着新能源汽车渗透率不断提高，胶膜行业也将迎来新机遇。
而目前全球胶膜的市场份额主要被美、日、韩垄断，国内厂商在这个领域刚刚有点突破，接下来就要开始国产替代。所以胶膜市场可能要有一次爆发。
其中一家公司是国内胶膜材料的龙头，在o c 光学胶的布局领先同行。并且公司近期与特斯拉签订了采购合同，进入特斯拉的供应链。
能够获得全球一流新能源汽车品牌认可公司的锂电池材料业务有望实现快速。
There is a traditional track that is being activated by new energy vehicles. It is the film. Its main function is to ensure the safety of the battery pack. For example, the tape is used for the insulation protection and fixation of the middle finger of the cylindrical cell.
The silicone foam gasket is used to seal the outer frame of the power battery. This thing looks inconspicuous, but there is a lot of room for growth. Film products were originally mainly used in consumer electronics.
Speaking of its development, it has something to do with the original iPhone of Jobs. I don’t know if you still remember that touch screen phones had to be pressed long ago to respond. In 2007, the first-generation iPhone launched its capacitive touch technology.
Completely changed the development of the touch industry. Just touch it with your hand and you can tell how it did it? It uses o c a optical adhesive film full bonding technology to fill the air layer between the panel and the touch screen.
Since then, o c a optical glue has become an important part of consumer electronics and has continued to grow. Despite the high growth rate of consumer electronics in recent years, it is clear that new energy vehicles have grown faster.
To reach a penetration rate of 20% for new energy vehicles in 2025, there is still nearly five times the room for growth. As the penetration rate of new energy vehicles continues to increase, the film industry will also usher in new opportunities.
At present, the global market share of adhesive film is mainly monopolized by the United States, Japan, and South Korea. Domestic manufacturers have just made a breakthrough in this field, and then they will start domestic substitution. Therefore, the film market may have an outbreak.
One of the companies is the leader in domestic film materials, leading its peers in the layout of o c optical adhesives. And the company recently signed a purchase contract with Tesla to enter Tesla's supply chain.
The lithium battery materials business that can be recognized by the world's first-class new energy vehicle brand is expected to achieve fast. -
2021-04-03
啊，不知道大家有没有发现一个现象啊，尤其是那些喜欢做日内交易的交易者们啊，他们会更在意这种现象，就是在航行风平浪静的时候啊会突然的发生拉伸或者砸盘的情况。
之后呢就会出现两种情况，一种是行情啊迅速回归，一种就是趁机将行情带入到另一个轨道中。啊，其实一般情况下这类行情都是大资金搞的假动作。
用来测试多空双方挂单的疏密程度，以及发现潜在的多空力量。因为用真枪实弹去测试行情的强弱是非常有效且直观的。普通的交易者呢无法做到。
不过这种测试类的大单也不是经常会发生很多不明所以的交易者啊在遇到这种情况后啊，都会去翻看消息，试图找出一些依据。有的时候啊还会强行把某些消息啊与当前的行情联系在一起，然后很。
有可能就上钩了，着实是没有必要。不过即使大资金啊能够依靠资金的优势，不计小成本的去测试市场。但是他们仍然不能忘记啊，最终使他们获利的是他们整个交易体系的完整逻辑。
而不是一时的多空强弱关系。虽然多空强弱能在一定程度上预示着行情之后可能的走势，但是多空的强弱呢是随时都会变的啊，并且市场内部交易者的结构啊也是会随时改变，这就又回到了行情是不可。
预测这个理念上啊，所以市单啊不仅仅是表面的输赢啊，更是去求证你所能理解的市场规律。这就是为什么不能通过第一笔单子的输赢啊去判断你是对的或者是错的啊，也就是说我们做单的第一仓啊往往都。
应该是很轻的，因为它只是你派出去的侦察兵，为后续大部队的行军指引一个正确的方向啊，只有当市场证明了你对了之后呢，你才有了不断加码的资格。
否则就是在赌博。
Ah, I don’t know if you have discovered a phenomenon, especially those traders who like to do intraday trading. They will pay more attention to this phenomenon, that is, when the sailing is calm and the waves will suddenly stretch or hit the market. Happening.
After that, there will be two situations, one is the rapid return of the market, and the other is to take the opportunity to bring the market to another track. Ah, in fact, this kind of market is usually fake moves made by big funds.
It is used to test the density of pending orders between long and short sides, and to discover potential long and short forces. Because using real guns and live ammunition to test the strength of the market is very effective and intuitive. Ordinary traders cannot do it.
However, this type of big test order is not often the case where many unknown traders will go to the news and try to find some basis after encountering this kind of situation. Sometimes they will forcibly associate certain news with the current market situation, and then it is very.
It's possible to get the bait, it's really unnecessary. However, even if large funds can rely on the advantages of funds, they can test the market regardless of small costs. But they still can't forget that what ultimately makes them profitable is the complete logic of their entire trading system.
Rather than a momentary long-short strong-weak relationship. Although the strength of long and short positions can to a certain extent predict the future trend of the market, the strength of long and short positions can change at any time, and the structure of internal traders in the market will also change at any time, which is back. Quotes are not available.
Forecasting is based on the concept, so the market order is not only a superficial win or loss, but also to verify the market laws that you can understand. This is why you can't judge whether you are right or wrong by winning or losing the first order, which means that we usually do the first position of the order.
It should be very light, because it is just a scout you sent out to guide the follow-up army in the right direction. Only when the market proves you are right, you will have the qualification to continue to increase.
Otherwise, you are gambling. -
2021-04-02
咱们呢要讲怎么去抓翻倍的腰骨，怎么去做龙头骨，要把这个问题啊给彻底的讲透。八年翻了一万倍的赵老哥。
也是按照这个方法去做的。如果你想感受腰骨的刺激，想享受十厘米的惊喜，那么请你现在静下心来花五分钟的时间把看完。
五分钟等不了，别啰嗦了，你直接给我说谁能十厘米不就完了吗？只要有这种想法的朋友，只有一个地方适合你去，那就是杀猪盘。
大家要记住，方法永远比结果更重要。一个腰部的起飞全过程啊，一定会经历四个阶段。第一个阶段，酝酿阶段，第二个阶段，风口阶段，第三个阶段爆发阶段。
第四个阶段，退潮阶段。那么捉妖高手们呢他们都会选择在酝酿阶段耐心等待，在封口阶段擦亮眼睛，在爆发阶段果断出击。
在退潮阶段果断出局，完成整个操作。这四个阶段我们必须把它清清楚楚的讲透，讲明白，你才能彻底明白腰骨。
从生长到死亡的生命逻辑，你就不会像个无头苍蝇一样，整天毫无章法的盲目追高，不但没有追到妖啊，反而让妖怪给你宰了。
其中呢这四个阶段的风口阶段是最重要的。大风出大腰，小风出小腰。如果说没有风口，你去捉妖下场一定很惨。
那么大家都知道一九年的五g 风口啊，成就了东方通信的十倍神话。那么二零年的注册制二十厘米新规炒作。
才能炒作出来。天山生物两个月翻七倍的神话。那么有了近期的碳中和的风口，才能让近期出现全。
神魔乱舞的这个局面你一定要明白，不是腰骨厉害，而是大风口，让腰骨变得很厉害，大风口才能激发出。
市场的炒作人气，那么没有风怎么办？没有风啊，你就休息等风来。张盟主说的好学不会空仓，你就永远学，不会去战斗。
那么风来了之后，该怎么去选股呢？那么怎么知道谁是风口上的大妖呢？大妖都有三个必要条件，第一。
盘子呀要小腰股都是小盘股，因为炒作腰股的这个主力啊都是私募和游资。因为啊他们的这个资金体量都非常的小。
他们只能选择流通盘在十亿左右的小盘股，像中石油这样的呀，他们肯定不会去考虑。第二，价格要长期超跌。
注意是长期超跌，长期要长多长时间呢？大家都知道横有多长，竖有多高，没有三年以上的因跌呀，你就不要考虑。
那么要超跌到什么程度呢？从历史最高点打一到两折，大家呀去可以看看啊，之前的东方通信。
天山生物包括近期的这个某某节能，是不是都符合刚才说的这个必要条件。最关键的是第三点。
必须要放量突破，没有突破重要压力位的腰骨啊都是耍流氓。而在这个成交量的突破啊没有成交量的突破。
很多都是假突破。那么好，这个找到了符合以上三点的这个标的，那么该怎么介入呢？那么万一介入失败了，该怎么止损呢？
介入成功之后，吃了大肉该怎么去止盈呢？关注我后期干货，咱们持续推出。
Let's talk about how to grab a doubled waist bone, how to make a dragon skull, and we must thoroughly explain this issue. Brother Zhao, who has doubled ten thousand times in eight years.
It is also done according to this method. If you want to feel the stimulation of the waist and want to enjoy the surprise of ten centimeters, then please calm down and spend five minutes to finish watching.
Can't wait for five minutes, don't be fussy, can you just tell me who can do it for ten centimeters? As long as friends with this kind of thinking, there is only one place for you to go, and that is to kill pigs.
Everyone must remember that the method is always more important than the result. The whole process of a waist takeoff will definitely go through four stages. The first stage is the brewing stage, the second stage is the tuyere stage, and the third stage is the outbreak stage.
The fourth stage is the ebb stage. Then the masters of monster catchers will choose to wait patiently during the gestation phase, keep their eyes open during the sealing phase, and attack decisively during the outbreak phase.
Decisively exit during the low tide stage and complete the entire operation. We must explain these four stages clearly and clearly, so that you can fully understand the waist.
From the life logic of growth to death, you will not be like a headless fly, chasing high blindly all day long, not only did you not chase the monster, but let the monster kill you.
Among them, the four-stage tuyere stage is the most important. The big wind comes out of the big waist, the small wind comes out of the small waist. If there is no outlet, you must end up miserably when you go to catch the demon.
Everyone knows that the five-g tuyere in 19 years has achieved the tenfold myth of Eastern Communications. So the 20-centimeter new regulation of the registration system in 2020 is hype.
In order to make a speculation. The myth that Tianshan creatures have increased sevenfold in two months. Then, only with the recent carbon-neutral vent, can the near-term emergence of fullness.
You must understand this situation of the gods and demons flurry, not the waist bone is powerful, but the big wind vent, let the waist become very powerful, and the big wind vent can be stimulated.
The hype in the market, so what should I do if there is no wind? There is no wind, so rest and wait for the wind to come. Zhang Mengzhu said that being studious will not be empty, you will always learn and will not fight.
So after the wind comes, how to choose stocks? So how do you know who is the big demon on the wind? The big demon has three necessary conditions, first.
Small-cap stocks are all small-cap stocks, because the main players in the speculation of waist stocks are all private equity and hot money. Because their funds are very small.
They can only choose small-cap stocks with a circulation of about one billion yuan. They will definitely not consider them like PetroChina. Second, prices will oversold for a long time.
Pay attention to the long-term oversold. How long will it take? Everyone knows how long the horizontal is and how high the vertical is. You don't think about it if you don't have a drop of more than three years.
So to what extent should it be oversold? You can get one to two discounts from the highest point in history. You can check out the previous Eastern Communications.
Tianshan Biology, including the recent XX energy-saving, do they all meet the necessary conditions just mentioned? The most critical point is the third point.
It is necessary to make breakthroughs in a large amount, and the waist bones who have not broken through the important pressure point are all hooligans. And in this volume breakthrough, there is no volume breakthrough.
Many are false breakthroughs. So good, this has found the target that meets the above three points, then how should we intervene? So if the intervention fails, how to stop the loss?
After the intervention is successful, how to stop profit after eating big meat? Pay attention to my later dry goods, and we will continue to launch them. -
2021-04-01
炒股每年的每一个月都会有一些固定的机会和风险。今天给大家科普一下，一月份要关注农业板块，因为一月发布一号文件，多数呢都利好农业。
二月份的临近春节，吃的好，穿的好，喝的好。所以说呢要关注白酒消费和食品。三月份呢是重要会议时间。
要关注会议出台的重大政策，抓紧布局。炒股一定要听党的话，跟党走，你才能吃到肉。四月份呢是一季度和去年年报披露的时间。
庄家和机构为了防止踩雷呢，往往这个时候会集中进入传统的大白马股，所以呢四月份一定要扔掉垃圾。
拥抱蓝筹。五月六月，由于一年已经过了一半，银行呢要集中回收流动性，从而会导致股市失血。
所以五穷六绝，五月六月咱们统一洗洗去睡觉，关注我，咱们下期讲讲七翻身。
There are certain fixed opportunities and risks in stocks every month of the year. Today, I will give you a popular science. In January, we should pay attention to the agricultural sector. Because the first document is released in January, most of them are good for agriculture.
The Spring Festival is approaching in February. Good food, good clothes and good drinks. So we should pay attention to liquor consumption and food. March is an important meeting time.
It is necessary to pay attention to the major policies issued by the conference and pay close attention to the layout. You must listen to the party and follow the party when you are trading in stocks, so that you can eat meat. April is the time when the first quarter and last year's annual reports were disclosed.
In order to prevent thunderstorms, dealers and institutions often concentrate on entering the traditional white horse stocks at this time, so they must throw out the garbage in April.
Embrace the blue chip. In May and June, since half of the year has passed, banks have to concentrate on recovering liquidity, which will cause blood loss in the stock market.
Therefore, in May and June, we will wash and go to sleep together. Follow me. We will talk about turning over in the next issue. -
2021-03-31
能被高龄等机构密集调研是什么公司这么有吸引力，对机构来说，调研是决策的前提。能够被频繁调研，更说明了公司的潜力。
今年刚开始，高瓴资本就调研了几家公司开年调研的第一家公司。你们知道是谁吗？就是海康威视，那么是什么吸引了高龄等各大机构呢？
海康威视大家都不陌生，它是国内安防的龙头，但是大家可能不知道，经过这么多年的发展和积累，它已经不只是做安防。从二零一五年开始，公司逐步拓展了八个创新业务。
涉及智能家居、物联网、机器人、汽车智能化等等。如今海康威视的软件增加值占收入比例已经达到百分之三十二点三一，收入结构由原来单一的安防变得越来越多元。
这其中做智能家居产品和物联网平台的营收网络成效最显著。从二零一五年成立到二零一九年，营收就已经达到了二十五点九二亿元。
并且盈利能力迅速增强，净利润达到二点六亿元。截至二零二零年九月末，全球萤石物联云平台i o t 接入设备约九千五百万台。
平台注册用户超过六千七百万，月活跃用户超过两千六百万，并且现在银时还要更进一步独立上市，这对海康威视来说是一个新的起点。
传统安防业务集中度不断提升，新业务多点开花，这就是海康威视吸引机构的地方。从月初到现在，海康又涨了快百分之五十。
除了海沧，高领资本刚刚还调研了几家公司，其中一家公司是做机器视觉设备，技术壁垒很高。目前公司已经成为苹果、小米等品牌的重要供应商。
另外，公司的高端三d 检测设备刚刚实现量产，打破了国外垄断，接下来产品有望实现进口替代迅速放量。高领近期去调研估计也是看到了公司广阔的发展。
What company is so attractive to be intensively investigated by institutions such as senior citizens? For institutions, research is a prerequisite for decision-making. Being able to be investigated frequently also illustrates the company's potential.
At the beginning of this year, Hillhouse Capital investigated the first company that several companies surveyed at the beginning of the year. Do you know who it is? It is Hikvision, so what attracts senior citizens and other major institutions?
Hikvision is familiar to everyone. It is the leader in domestic security, but you may not know that after so many years of development and accumulation, it is no longer just for security. Since 2015, the company has gradually expanded eight innovative businesses.
Involving smart home, Internet of Things, robots, car intelligence, etc. Today, Hikvision’s software added value accounts for 32.31% of its revenue, and its revenue structure has changed from a single security to more and more diversified.
Among them, the revenue network of smart home products and IoT platforms has the most significant effect. From its establishment in 2015 to 2019, revenue has reached 2.592 billion yuan.
And profitability has rapidly increased, with net profit reaching 260 million yuan. As of the end of September 2020, there were approximately 95 million access devices on the global fluorite IoT cloud platform i o t.
The platform has more than 67 million registered users and more than 26 million monthly active users. In addition, Yinshi has to go further and go public independently. This is a new starting point for Hikvision.
The concentration of traditional security business continues to increase, and new businesses are blooming. This is where Hikvision attracts institutions. From the beginning of the month to the present, Haikang has risen by nearly 50%.
In addition to Haicang, Gaoling Capital has just investigated several companies, one of which is a machine vision equipment company with high technical barriers. At present, the company has become an important supplier of brands such as Apple and Xiaomi.
In addition, the company's high-end three-d testing equipment has just achieved mass production, breaking the foreign monopoly, and the following products are expected to achieve rapid import substitution. It is estimated that Gaoling recently went to survey and saw the company's broad development. -
2021-03-31
做投资谁的话你都可以不听，但是证监会有发言啊，你必须要听周末啊。证监会主席议会满发布了五千次的演讲，这个内容啊比较长，我给大家消化了五个重点，都是干货啊，一定要听完。
一点中国资本市场吸引资金的能力是很强的，不要过于关注外部因素，这说的主要就是十年美国国债收益率的争论。咱们要有大国自信，外资实际上也在中国市场获得了不错的回报，而增长的。
潜力啊依然很大。第二点呢，推进资本市场对外开放。同时啊也要防范外资大进大出，这点啊非常重要。实际上a 股股旺茅台一直就是外资的重仓股，咱们国家呢也欢迎他们来投资，中国可以买也可以。
明白，但是啊如果短时间内巨量的买进卖出啊，就一定会造成市场剧烈波动。割咱们中国股民的早餐。第三点啊，基民的比例在快速提升，这是很好的趋势性变化。
这说明啊监管层是非常认可，而且支持基金规模增长。第四点呢，市场波动非常正常，只要没有过度杠杆就不会出大事。而目前啊a 股市场杠杆风险。
总体可控。第五点也是最重要的一点，让做坏事的人付出惨重的代价。现在啊上市公司信息披露，如果违法罚款上限呢从六十万提高到了一千万，如果发行股票涉嫌欺诈。
最高要做十五年，虽然近期a 股震荡比较大，但是中国资本市场确实越来越强大，长期的a 股发展方向只有一个，一路向北。
You can ignore whoever makes an investment, but the SFC speaks, you have to listen to the weekend. The chairman council of the China Securities Regulatory Commission has issued five thousand speeches. This content is quite long. I have digested five key points for everyone. They are all dry stuff, so I must listen to them.
One point is that China's capital market has a strong ability to attract capital. Don't pay too much attention to external factors. This is mainly about the ten-year US Treasury yield debate. We must have the confidence of a big country that foreign investment has actually obtained good returns in the Chinese market, and it has grown.
The potential is still great. The second point is to promote the opening of the capital market. At the same time, it is very important to prevent foreign capital from entering and exiting. In fact, the A-share Wang Moutai has always been a strong position of foreign investors. Our country also welcomes them to invest. China can buy it or not.
Understand, but if you buy and sell a huge amount in a short period of time, it will definitely cause severe market volatility. Cut our breakfast for Chinese investors. The third point is that the proportion of Christians is rapidly increasing, which is a very good trend change.
This shows that the regulators are very recognized and support the growth of the fund's scale. The fourth point is that market volatility is very normal, as long as there is no excessive leverage, there will be no major events. And the current leverage risk in the a-share market.
Overall controllable. The fifth and most important point is that people who do bad things pay a heavy price. Now the information disclosure of listed companies, if the upper limit of illegal fines is raised from 600,000 to 10 million, if the issuance of stocks is suspected of fraud.
It will take up to fifteen years. Although the recent A-share volatility has been relatively large, China's capital market is indeed getting stronger and stronger. There is only one long-term A-share development direction, all the way to the north. -
2021-03-29
你们所了解的涨停板都是错的，因为你们从一开始对涨停板的认识就错了。今天我就拆解一下，有些人舍命去想涨停板的底层逻辑。
一只股票涨了百分之十，涨了百分之二十，就是涨停板了，是吧？那你知道一只股票为什么会涨停吗？我们先来分析一下到底涨停板是谁打出来的。
首先肯定不是散户，因为散户没有集体共识，号召不起来群众资金你接手，他接手了，根本没有能力改变股价运行趋势。这时候怎么样？
就需要一个带头大哥来给群众点信心。他是谁呢？可以是基金，可以是机构，也可以是游资。我们知道影响股价最直接的因素就是资金。
对吧，有钱股价就能拉起来，拉不起来啊，就说明钱还不够多大资金带头拉出一根优美的上扬曲线，这时做短线的散户就蜂拥而至了。
等到出去涨停板时，各位关键时刻来了，上方巨大的卖盘需要下方买盘把它全部吃完，就需要动用大量的资金。
往往在封板的那一刹那，大资金是咬紧牙关往塘里上，子弹呢只有他把涨停板最后一个价位给吃完，封住，其他各路资金才会一拥而上，和他做战友。
不然哼哼，那就是墅岛无踪。赛大资金在前面所做的所有铺垫全部会功亏一篑。大资金失败的案例每天都有发生啊，看看那些冲高回落涨停炸板的个股。
那就是大资金溃败的下涨，当然也顺道带着散户一起赴黄泉了。那问题来了，为什么大资金如此执着于涨停板呢？这就回到了刚开始我说的问题。
股票为啥会涨停？先是因为制度涨停板的制度是为了平易波动，说白了就是限制个股单日最大涨幅。
注册制之前，每天涨停十个点，注册之后每天涨停二十个点，怎么样照样有人打板。如果a 股没有涨跌幅限制呢，你信不信凭咱们游资的尿性能让他一天翻十倍，所以。
一只股票顶了天涨一天涨百分之二十到头了，对吧？但别忘了，那是制度封锁了它的天空，才会到涨停板那里。
停了可停了，并不代表上涨就结束了，只是今天结束了而已。其二，一只股票能涨停，就说明它短期有三好才涨停。
要么是行情好，要么是题材好，要么是有利好。大资金认可了一只股票后，便开始扫获封板，号召庚庚、樊一起推波助澜。
目的都是为了第二天的议价，要么赚个高开，要么继续涨停。所以真正优秀的大资金呢，他不会害怕散户跟风盘多他。
他会知道散户集体共识的那个点在哪儿，然后在那个点上燃上一把火。徐翔就曾凭借一己之力点起过股市全面反弹的火。
堪称四两拨千斤的典范。涨停板在a 股存在了快三十年，肯定有它的道理。每次在光芒万丈时，还能吸引众多短线资金追随的背后。
归根结底是因为稀缺二字，而大资金舍命去抢涨停板，是为了制造一种稀缺，从中赚取一家没有大资金，每次舍命封板就没有散户蹭车的机会。
而没有散户给大资金推波助澜，更不能让大资金全身而退。所以，公平的市场不存在谁孤立谁，大家都是唇齿相依，只不过在那胜利果实摇摇欲坠时。
比的是谁的刀快，谁就能先收割谁。
What you know about the daily limit is wrong, because your understanding of the daily limit was wrong from the beginning. Today, I will disassemble it. Some people have sacrificed their lives to think about the underlying logic of the daily limit.
If a stock has risen by 10%, it has risen by 20%, it is the daily limit, right? Do you know why a stock has a daily limit? Let's first analyze who made the daily limit.
First of all, it is definitely not a retail investor, because retail investors do not have a collective consensus and cannot call on the crowd to take over. If they take over, they have no ability to change the trend of stock prices. How is this time?
You need a big brother to take the lead to give the masses confidence. Who is he? It can be a fund, an institution, or hot money. We know that the most direct factor affecting stock prices is capital.
Right, the stock price can be pulled up if you have money, but it can't be pulled up. It means that the money is not enough. The capital has taken the lead to pull a beautiful upward curve. At this time, short-term retail investors flocked to it.
When the daily limit goes out, the critical moment comes for you. The huge selling at the top requires the buying at the bottom to eat it all, and a lot of money is needed.
Often at the moment when the board is closed, the big funds are gritted their teeth and go into the pond. Only when he eats the last price of the daily limit and seals the bullets, other funds will swarm up and become comrades with him.
Otherwise, hum, that would be no trace of Shu Island. All the previous preparations made by the tournament funds will fall short. Cases of big capital failures happen every day, look at those stocks that have surpassed their daily limit and exploded.
That was the decline of the big funds. Of course, I also took the retail investors to Huangquan along the way. The question is, why are big funds so obsessed with the daily limit? This brings me back to the question I said at the beginning.
Why does the stock have a daily limit? First of all, because the system's daily limit system is for easy volatility, to put it bluntly it is to limit the maximum single-day rise of individual stocks.
Before the registration system, the daily limit was 10 points, and after registration, the daily limit was 20 points. How about someone hitting the board? If there is no limit on the ups and downs of a-shares, believe it or not that the urine performance of our hot money makes him tenfold in a day, so.
A stock rose by the sky and rose by 20% in one day, right? But don't forget, it is the system that blocked its sky before reaching the daily limit.
Stopping can stop, does not mean that the rise is over, it is just over today. Secondly, if a stock has a daily limit, it means that it has three advantages in the short-term before the daily limit.
Either the market is good, or the subject matter is good, or it is good. After Big Capital approved a stock, it began to sweep the board and called on Genggeng and Fan to help the flames.
The purpose is to bargain the next day, either to make a higher opening, or to continue the daily limit. So for really good big funds, he will not be afraid that retail investors will follow the trend and overtake him.
He will know where the point of collective consensus among retail investors is, and then set a fire on that point. Xu Xiang once ignited a full rebound in the stock market with his own strength.
Can be called a model of four or two. The daily limit has existed in A-shares for almost 30 years, and there must be some truth to it. Every time in the glory, it can attract many short-term funds to follow behind.
In the final analysis, it is because of the word scarcity, and the big funds give up their lives to grab the daily limit, to create a kind of scarcity, from which one can earn a large amount of funds, and every time they sacrifice their lives to close the board, there is no chance for retail investors to rub their cars.
And there is no retail investor to contribute to the big funds, let alone let the big funds get out of their bodies. Therefore, in a fair market, there is no one who is isolated, everyone is dependent on each other, but when the fruits of victory are faltering.
Whoever is faster than the knife, whoever can reap first. -
2021-03-29
今天分享我的炒股队伍，机缘，希望能够成为你的机缘。我想过去啊，炒股真的很头痛啊，除了要应付各种股票的变化，还要应付各种炒股技巧教学的洗脑。
和别人的规劝，回想起来啊，这些杂音才是炒股最大的危害。但是我们散户呢必无可避啊，每个人总是要经历这一步，悟性高的，可能很快就摆脱这些杂音。
大部分人都是难以摆脱的。当我用均线的时候啊，别人说均线特别垃圾啊，劝我应该用筹码，但是当我用筹码的时候，别人说应该用m a c d 说什么虫码没有十年八年用不好。
劝我用m a c d 用m c d 可以分分钟的做涨停。当我用m c d 的时候，也就是说指标都是垃圾啊，用k 线才可以轻松的做涨停，而且整天说轻松能够做涨停的人。
为什么在我这里千难万难，到你嘴里就那么轻松呢？想不明白，等我用了k 线啊，就就有一些文章视频啊，说k 线什么的主力都可以做图啊。
应该研究基本面一家公司的业务。好啊，拿他三五年不可能不涨，巴菲特就是这么干，成为世界首富的基本面是这么个理个问题，做短线看什么基本面。
全职散户炒股那点钱啊，全都是积蓄，这三五年啊没啥事，还好说，万一家里或者自己有个事儿，这些钱是绝对拿不了长线的。全职的人如果做长线。
早就饿死了，做长线啊，大部分散户没有那个命，多拿一天啊，自己的股票跌了，别人的涨了都会觉得错失了千八百万拿一个月啊，绝对是我以前持股的极限。
当然啊也有哪几年的股票，那就是被套着的股票。
以上状态啊，我一直持续到二零一八年底，没错啊，炒股十年有七八年，我都是在原地踏步。我都觉得以前的我是个傻逼。
后来啊无意间我看到一篇证监会的处罚公告，里面披露一次内幕交易的过程和处罚情况。我找到对应的股票进行仔细的研究，发现呢，操作的这个股票啊也就涨了百分之二十多，我记得是百分之二十四左右。
有别人就出货了啊，我突然明白这也是主力，这主力啊和我想的不同。然后呢我又去找了很多啊证券类的案件进行。
阅读研究发现，大量的这类案件呢，他们的盈利目标并没有我们想象的高。我突然间醒悟啊，主力也是分等级的，一类是作案。
一类是做盘，一类是做投资，只有做投资的才能做得起波段，做盘和做案这两种阻力都求快，盈利目标也没有。我们想象中大。
然后呢，我统计了几十个案例啊，发现他们的拉伸空间呢会大概率集中在百分之三十和百分之五十之间。我在股市的开悟啊主要就是研究。
别人的犯罪案例，正是因为这些研究啊，从此奠定了我自己的三个核心交易逻辑。第一个明确主力的类别，让我告别过去对主力专家的理解混乱。
就好像突然间看懂了敌人的移动路线，明白了敌人的作战策略。第二就是空间，有了自己的空间法则，并且用空间思维呢引导我去。
分析和交易股票。那这一点呢我们后续会分享，大家可以关注我们易振寅。第三啊就是主导行情。市场在一些时候或市场或者个股啊，在一些时候是会被刻意引导的。
也就是被一股力量牵引和主导。我要做的就是通过技术手段发现主导的力量。所以呢我自己的交际数啊也叫做主导行情技术。
当然了，大量的研究我还总结了很多的特点和细节。那这里就不聊了，后续有机会了，我们会出视频单独的去做一个分享。炒股思维的改变啊。
变得越来越清晰，越来越明亮。终于啊我有了自己的交易套路和逻辑，因为上了一个门槛啊，现在我看很多自媒体的教学类的内容，我是完全看不下去的。
我关上了过去的大门，从此杂音进不来。虽然我自己也去讲技术的运用，但是我就是看不进去别人的东西，我也很想学习，但是我学。
Today I share my stock market team, the opportunity, I hope to be your opportunity. I think in the past, stock trading is really a headache. In addition to dealing with various stock changes, we must also deal with the brainwashing of teaching various stock trading skills.
With other people's advice, in retrospect, these noises are the biggest harm to stocks. But we retail investors are inevitable. Everyone always has to go through this step. Those with high savvy may quickly get rid of these noises.
Most people are difficult to get rid of. When I use the moving average, others say that the moving average is particularly rubbish, and they persuade me to use a bargaining chip, but when I use a bargaining chip, others say that I should use ma c d.
Advise me to use ma c d and m c d to make daily limit every minute. When I use m c d, that is to say, the indicators are all rubbish. Only by using the k-line can the daily limit easily be set, and people who say that they can easily do the daily limit all day long.
Why is it so difficult for me, so easy for you? I don’t understand. When I use the candlestick, there will be some articles and videos. Anyone who talks about the candlestick can make pictures.
The fundamentals of a company’s business should be studied. Well, it’s impossible for him to not rise in three to five years. Buffett did just that. The fundamentals of becoming the world’s richest man are such a rationale. In the short-term, see what fundamentals.
The money from full-time retail investors is all savings. These three to five years have nothing to do. Fortunately, if there is something in the house or oneself, this money will definitely not be long-term. If full-time people do long-term.
I’ve been starving to death a long time ago. Most retail investors don’t have that life. They take one more day. If their stocks fall, others will feel that they have lost 8 million and take a month. It’s definitely my previous holdings. The limit of shares.
Of course, there are also stocks in the past few years, that is, stocks that are trapped.
The above state, I continued until the end of 2018. That's right, there are seven or eight years in the ten-year stock market, and I have stayed in place. I think I used to be a fool.
Later, I accidentally saw a penalty announcement issued by the China Securities Regulatory Commission, which disclosed the process of insider trading and the penalty. I found the corresponding stock to conduct a careful study, and found that the stock I was operating had also increased by more than 20%. I remember it was about 24%.
If someone else shipped it, I suddenly understood that this is also the main force, which is different from what I thought. Then I went to find a lot of securities-related cases.
Reading the research found that for a large number of such cases, their profit targets are not as high as we thought. I suddenly realized that the main force is also hierarchical, one type is committing crimes.
One is to make orders, and the other is to make investments. Only those who make investments can make the band. Both the resistance of order making and case making are fast, and there is no profit target. We imagine big.
Then, I counted dozens of cases, and found that their stretching space would most likely be concentrated between 30% and 50%. My enlightenment in the stock market is mainly research.
It is precisely because of these studies that other people’s crime cases have established my own three core transaction logics. The first to clarify the main category, let me say goodbye to the past confusion of understanding of the main experts.
It was as if suddenly understood the enemy's moving route and understood the enemy's combat strategy. The second is space. I have my own laws of space and use space thinking to guide me.
Analyze and trade stocks. We will share this point later. You can follow us Yi Zhenyin. The third one is to dominate the market. The market will be deliberately guided at some times or the market or individual stocks.
That is to be led and dominated by a force. What I want to do is to discover the dominant force through technical means. So my own communication number is also called the dominant market technology.
Of course, after a lot of research, I also summarized many features and details. Then I won’t talk about it here, we have a chance later, we will share the video separately. Changes in thinking about stocks.
It becomes clearer and brighter. Finally, I have my own trading routines and logic, because I have reached a threshold, and now I read a lot of teaching content from the media, I can't stand it at all.
I closed the door to the past, and the noise could not come in since then. Although I also talk about the application of technology, I just can't get into other people's things. I also want to learn, but I learn. -
2021-03-27
涨停板总也买不上，该怎么办？很多朋友说俞老师我确实觉得涨停板这个方法呀挺好，但是呢我等他涨停之后，我赶紧挂上了我的买入的单子。
一直成交不了，上面挂的单太多了，我这个排队在后边排了一天都排不上，怎么办？其实啊你会发现真正打涨停板的这些投资者都不是等涨停之后在这挂单。
他呢往往是在涨停前一个价格，就及时的把单子敲上去了，所以呢他会排队排在比较靠前的位置上。那很多人说了，我怎么知道哪只股票马上要拉升半涨停吗？
其实股票软件啊会有一个功能叫做看涨速。如果您用的是通达信软件敲一下八七发电呢会直接列出在五分钟涨速里边最快的股票。
排名第一的就是涨速最快的股票。这个时候您敲出来盯着他，是不是奔着涨停板去。如果他的拉升的幅度和速度非常快，同时呢右边的这个排单量又是不断的往上去刷新。
那这个时候你需要做的就是及时的选择买入的动作。hello, 朋友说呀，来不及买呀，该怎么办？其实啊软件里边还有一个功能叫做闪电下单，闪电下单呢也是有对应的快捷键的，而且呢一旦敲出闪电下单，它会自。
自动的把您要买的这个股票的代码以及相应的价格都给您自动输出了。你可以提前设置好我每只股票要买的股票数量，所以说呀很多涨停板买入不了，可能还是。
方法不对，学过的这个方法，明天您就可以试一试能不能买入。
What should I do if I can't buy the daily limit? Many friends said that Mr. Yu, I really think the daily limit method is good, but after I waited for his daily limit, I quickly hung up my buy order.
I have been unable to complete the transaction, and there are too many orders on the top. I have been in line behind for a day and can’t be queued. What should I do? In fact, you will find that these investors who really hit the daily limit are not waiting for the daily limit to place orders here.
He often hits the list in time at the price before the daily limit, so he will line up in a relatively high position. So many people have said, how do I know which stock is about to raise the half daily limit?
In fact, the stock software has a function called bullish speed. If you use Tongdaxin software to knock on Baqi Power Generation, it will directly list the fastest stocks in the five-minute growth rate.
At the top of the list are the fastest-growing stocks. At this time, you knock out and stare at him, are you running to the daily limit? If the extent and speed of his pull up are very fast, at the same time, the amount of orders on the right is constantly refreshing.
Then all you need to do at this time is to choose the action of buying in time. Hello, my friend said, it’s too late to buy, what should I do? In fact, there is another function in the software called Lightning Order. There is also a shortcut key for Lightning Order, and once the Lightning Order is hit, it will automatically.
The code of the stock you want to buy and the corresponding price are automatically output to you automatically. You can set the number of stocks I want to buy for each stock in advance, so I can’t buy many of them at the daily limit, maybe it’s still.
The method is wrong. If you have learned this method, you can try to buy it tomorrow. -
2021-03-26
有人靠这个方法，每个月都能收获五个十厘米。其实呢这个方法也不难，你学会了你也可以做到。
大家也可以看到，有的票在出现第一次涨停之后，后期会出现连续的涨停，或者是一路的大涨。但是呢有的票啊第一次涨停之后却。
萎靡不振熄火了。那么怎么去分辨涨停板中哪家强呢？去跟随那些强者恒强的龙头去吃肉呢？
以下五点你学会了，庄家和主力都怕你。其中的最后一点是，主力最不愿意被别人知道的小秘密。
第一点，咱们呢要看成交量，在封涨停的那一瞬间，成交量要越大越好。那么封板成交量大呢，说明主力封板的意图坚决。
但是在封板之后，成交量要越小越好，越小就说明上方的抛压呢越小，说明大家呀都看好后市的表现。
都不愿意卖。那么后期的想象空间呢就很大。第二点咱们要看封板之后的表现，如果封了板之后没有再次开板。
而且分担量巨大，那么小盘股的分担在两万手以上，大盘股在五万手以上，这些都是出大腰的前奏。反之。
如果说盘中啊触及了涨停之后不断的被打开，同时在打开的过程中成交量也放大，这些就不要再看了。
封不住呢，就说明主力的实力不行，或者是有实力更强的主力在高位啊不断的砸盘没戏，千万别相信烂板出妖股这句。
害死人的话，奢烂板也出不了一个腰鼓。第三呢，咱们要看涨停的时间段，封板的时间呢越早越好，十点钟封板啊，就比十一点半封板好。
下午一点封板啊，就比尾盘封板好。俗话说的好，态度决定一切封板时间的早和晚呢，直接反映了主力意图的。
长远性。第四呢，咱们要看这个票是不是当下的热点板块还是非热点的独立行情。
如果说这个个股啊走的是热点板块的联动，那么未来连板或者是持续强势表现的可能性就非常的大。比如说。
前段时间的碳中和简直啊是群魔乱舞。但是呢如果说这个个股走的是非热点板块的独立行情，那么。
昙花一现呢就是大概率事件。最后一点要看换手率，换手率啊要越充分越好，小票要达到百分之三十左右的换手率。大票啊。
至少要达到百分之五。为什么大量充分的换手就像啊给了这个票更多的新鲜血液，后面呢他才能走的更远。如果说换手率不充分。
那么后面随时都会遭遇天亮的获利盘和解套盘的双重打压。那么以上五点你学费了吗？
关注我后期干货，咱们持续退出。
Some people rely on this method to harvest five to ten centimeters every month. In fact, this method is not difficult, you can do it after you learn it.
You can also see that after the first daily limit of some tickets, there will be continuous daily limit, or a big increase all the way. However, some votes did not change after the first daily limit.
Malaise and flame out. So how to tell which is the strongest on the daily limit? Follow the leader of those strong Hengqiang to eat meat?
You have learned the following five points, the dealer and the main force are afraid of you. The last point is the little secret that the main force is least willing to be known by others.
The first point is that we need to look at the trading volume. At the moment when the daily limit is closed, the larger the trading volume, the better. The large volume of trading on the closing plate shows that the main force has a firm intention to close the plate.
But after the board is closed, the smaller the trading volume, the better. The smaller the selling pressure, the smaller the upper selling pressure, which means that everyone is optimistic about the performance of the market outlook.
They are not willing to sell. Then there is a lot of room for imagination in the later period. The second point is that we have to look at the performance after the board is sealed, if the board is not opened again after the board is sealed.
Moreover, the share is huge, so the share of small-cap stocks is more than 20,000 hands, and the share of large-cap stocks is more than 50,000 hands. These are the prelude to a big waist. on the contrary.
If it is said that after hitting the daily limit, it is continuously opened, and the trading volume is also enlarged during the opening process, don't look at these again.
If it can't be sealed, it means that the strength of the main force is not good, or that there is a stronger main force in the high position, and it is constantly smashing the plate.
If you kill someone, you won't be able to make a big waist drum. Third, we have to look at the time period of the daily limit. The sooner the board is closed, the better. The board is closed at ten o'clock, which is better than the one at half past eleven.
Sealing the board at one o'clock in the afternoon is better than closing the board at the end. As the saying goes, attitude determines the early and late time of all closures, which directly reflects the main intentions.
Long-term. Fourth, we need to see whether this ticket is a current hot spot or a non-hot spot independent market.
If this stock is taking the linkage of hot sectors, then the possibility of linking or continuing strong performance in the future is very high. For example.
The carbon neutralization some time ago was simply a dance of demons. But if it is said that this stock is taking the independent market of non-hot sectors, then.
A flash in the pan is a high probability event. The last point depends on the turnover rate. The turnover rate should be as full as possible. The small ticket turnover rate should reach about 30%. Big ticket.
At least five percent. Why a large number of full hand changes is like giving this ticket more fresh blood, and then he can go further. If the turnover rate is not sufficient.
Then at any time in the future, it will encounter the double pressure of the profit-making and reconciliation of the morning. So have you paid for the above five points?
Pay attention to my late dry goods, we continue to withdraw. -
2021-03-25
一九八三年，美国经济学家阿比吉特班级发现，每天只吃一顿饭的穷人却省吃俭用买电视，而不是囤积粮食。为什么？
阿比吉特班级花费了十五年时间，为了弄清楚到底什么导致贫穷，深入世界各个贫困地区调查最终完成巨著贫穷的本质。
同年，因为这本书，他获得二零一九年诺贝尔经济学奖。人。为什么贫穷？书中写道，穷是因为父母穷，父母的基层生活环境和个人经历会对你的人格、动机和思维方式。
产生一生的影响。这种影响让贫穷像d n a 一代传一代书中提出，如果你看书会觉得枯燥犯困，玩游戏或刷抖音，却相反的原因是。
穷人只做短期规划，不做长期规划，他们对于未来的预期很悲观，经常经不住诱惑追剧打游戏，这种及时性的满足感。
远比看书、学习新技能等需要长期投资才能够产生效益来的更爽。贫穷是一个死循环，不学习导致贫穷，导致认知能力低下，进而导致没有学习意识。
这个世界对于穷人的真相就是如此的残酷。愿你通读此书，洞察贫穷的本质，掌握自己的人生，进而涅磐重生。
In 1983, the class of American economist Abigite discovered that poor people who only ate one meal a day spent money on television instead of hoarding food. why?
The Abigit class spent fifteen years. In order to figure out what causes poverty, it went deep into various poverty-stricken areas of the world to investigate the essence of poverty.
In the same year, he won the Nobel Prize in Economics in 2019 because of this book. people. Why is it poor? The book states that being poor is because your parents are poor. Your parents' basic living environment and personal experience will affect your personality, motivation and way of thinking.
Have a lifetime impact. This kind of influence makes poverty like d n a passed on from generation to generation. If you read a book, you will feel boring and sleepy, playing games or playing vibrato, but the opposite reason is.
The poor only make short-term planning, not long-term planning. They are very pessimistic about the future, and often cannot withstand the temptation to chase drama and play games, this kind of timely satisfaction.
It's much cooler than reading books and learning new skills that require long-term investment to generate benefits. Poverty is an endless cycle. Failure to study leads to poverty, leads to low cognitive ability, and then leads to lack of learning awareness.
The truth of this world to the poor is so cruel. May you read this book thoroughly, gain insight into the nature of poverty, take control of your life, and then rebirth from Nirvana. -
2021-03-24
热点回落，谁在悄悄走墙？周末有个大消息，消费类基金可能被限制影响有多大呢？今天以伊利特金种子为代表的二三线白酒直奔地板。
消费类公司全面回落，但是有个方向却在悄悄走墙，它就是五g 哈尔泰高开高走风度天花板，而它主要做的就是五g 在物联网应用场景下的智能控制器。
前面分享过我们的第四大运营商中国广电今年计划实现五g 网络全国覆盖，并且分析了它的意义，主要就在于为发展物联网、车联网、工业互联网等五g 应用打好地基。
在此基础上，五g 应用的想象空间非常大，比如物联网研究出来的智能家居、智慧城市、工业互联网、车联网等等，这些都是全新的市场。
在未来将带来超万亿的增量空间，预计到二零二三年国内物联网市场规模将会超过三万亿元。这么大的市场机构不可能没看到。
其实从哈尔泰走强的时机，我们可以发现它能走强不是偶然。在消费板块被套上紧箍咒以后，他们那远超过去十年的估值，靠什么维持？
有谁能接盘，已经意识到问题严重性的机构开始把注意力转向那些估值合理的行业龙头。比如赫尔泰，他就是智能控制器的行业龙头。
当然除了他以外，五g 应用的细分领域，还有几个行业龙头同样具备这样的潜力。其中一家公司是车联网通信终端的龙头公司，具备芯片自主设计研发能力。
避免了卡脖子风险，产品在客户中享有良好口碑。随着车联网的发展以及市场行情切换，公司的成长空间有望。
The hot spot has fallen, who is quietly walking the wall? There is a big news this weekend. How big is the impact of restrictions on consumer funds? Today, the second and third lines of liquor represented by Yilitjin Seeds went straight to the floor.
Consumer companies have fallen in an all-round way, but there is a direction that is quietly walking the wall. It is the five-g Haltai high-open and high-profile ceiling, and it mainly does the five-g smart controller in the Internet of Things application scenario.
We shared earlier that our fourth largest operator, China Radio and Television, plans to achieve national coverage of the 5G network this year, and analyzed its significance. It mainly lies in laying a good foundation for the development of 5G applications such as the Internet of Things, the Internet of Vehicles, and the Industrial Internet.
On this basis, the imagination of 5G applications is very large, such as smart homes, smart cities, industrial Internet, car networking, etc., which are researched by the Internet of Things. These are all new markets.
In the future, it will bring more than one trillion yuan of incremental space. It is estimated that the domestic Internet of Things market will exceed three trillion yuan by 2023. It is impossible for such a large market institution to fail to see it.
In fact, from the timing of Hartai's strength, we can find that its strength is not accidental. After the consumer sector was put on a slam, their valuation far exceeded the valuation of the past ten years, how can they be maintained?
Who can take over? Institutions that have realized the seriousness of the problem have begun to turn their attention to industry leaders with reasonable valuations. For example, Hertai, he is the industry leader in intelligent controllers.
Of course, in addition to him, there are several industry leaders in the five-g application segment that also have such potential. One of the companies is a leading company in the Internet of Vehicles communication terminal, with independent chip design and development capabilities.
Avoiding the risk of getting stuck, the product enjoys a good reputation among customers. With the development of the Internet of Vehicles and the switching of market conditions, the company's room for growth is expected.
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股典钟涨停王行业投资资讯：数字经济Stock Code Clock Daily Limit King Industry Investment Information: Digital Economy
2021-03-21
十四五有哪些机会可以挖掘？今天我们就来分享一个刚挖掘出来的潜力赛道。数字经济在十四五规划中重点强调了建设数字中国。这几天。
两会的工作报告里又重申建设数字中国，那么数字经济到底是什么，又会带来哪些机会？接下来的内容我们从三个方面来分别说说数字经济的内涵和影响。
数字经济的重点产业和数字中国建设带来的机会。数字经济是一个比较宽泛的概念，所有直接或间接利用数据来引导资源。
推动生产力发展的经济形态，都可以说是数字。
二零一九年，我们的数字经济增加值规模达到三十五点八万亿元，占g d p 比重达到百分之三十六点二，并且增速远高于同期g d p 增幅。
他对g d p 增长贡献率已经超过三产贡献率，成为我国经济发展重要动力。数字经济崛起已经是必然趋势。在数字新基建政策催化下。
那些赋能传统产业实现数字化转型的公司，将会迎来历史性发展机遇。有哪些呢？其实大家都已经很熟悉了，就是云计算、大数据、工业互联网、物联网、人工智能。
这里面任何一个展开来讲，都可以挖掘出很多优秀的公司。
所以这是一个足够大的主线，未来也会有很多机会。如果你还不知道具体有哪些优秀的公司可以点头像进去，在关注列表里找小助理领取我们整理好的资料。其中一家公司是e r p 的龙头。
它的工业互联网平台是国内十大霜花平台之一，并且通过收购拓展云服务生态，不能传统产业实现数字化转型。近期市场调整，公司还抛出了大额回购方案。
更显示出对未来发展的。
What opportunities can be tapped during the 14th Five-Year Plan? Today we will share a track that has just tapped potential. The digital economy emphasizes the construction of a digital China in the 14th Five-Year Plan. Recently.
The work report of the two sessions reiterated the construction of a digital China, so what exactly is the digital economy and what opportunities will it bring? In the following content, we will discuss the connotation and impact of the digital economy from three aspects.
The key industries of the digital economy and the opportunities brought by the construction of Digital China. The digital economy is a relatively broad concept, all directly or indirectly using data to guide resources.
The economic forms that promote the development of productive forces can be said to be numbers.
In 2019, the value-added scale of our digital economy reached 35.8 trillion yuan, accounting for 36.2% of gdp, and the growth rate was much higher than the growth rate of gdp over the same period.
His contribution to g d p growth has surpassed that of the tertiary industry and has become an important driving force for my country's economic development. The rise of the digital economy is an inevitable trend. Catalyzed by the new digital infrastructure policy.
Those companies that empower traditional industries to achieve digital transformation will usher in historic development opportunities. What are there? In fact, everyone is already familiar with cloud computing, big data, industrial internet, internet of things, artificial intelligence.
In terms of any one of these developments, many excellent companies can be unearthed.
So this is a big enough thread, and there will be many opportunities in the future. If you don’t know the specific excellent companies, you can click the avatar to enter, and find the assistant in the follow list to receive the information we have compiled. One of these companies is the leader of e r p.
Its industrial Internet platform is one of the top ten domestic Frost Flower platforms, and through acquisitions to expand the cloud service ecosystem, traditional industries cannot achieve digital transformation. In the recent market adjustments, the company has also thrown out a large repurchase plan.
It also shows the future development. -
2021-03-16
军工还有一条隐形赛道。前面我们讲过目前战斗机的发展重点在先进新型战斗机，比如歼二零这些先进新型战斗机有一个特点就是轻量化。
这是提高战斗机性能的关键，而要实现轻量化，就要在材料上面下功夫。这就是接下来要说的军工隐形赛道，碳纤维以美f 系列战斗机为例。
从f 十二a 到f 二十二碳纤维复合材料的比重从百分之一增加到百分之二十四，四代战机f 三十五碳纤维复合材料的使用比例更是高达百分之三十六。
可见，碳纤维复合材料对发展新型战斗机重要性有多大？我们的歼二零战机机身、机翼垂尾压抑等采用了大量碳纤维，其碳纤维复合材料占比达到百分之二十七。
从歼八的百分之一到歼二零的百分之二十七，这就带来了军用碳纤维复合材料的巨大发展空间。并且目前我们有超过三成的战斗机是已经不适合现代化战争的二代战机。
这些战斗机接下来将逐渐被新型战机所取代，由此带来的碳纤维增长空间预计有八到十倍。不过碳纤维不是谁都能做。
他的技术门槛非常高，高端碳纤维领域技术主要掌握在美国等少数发达国家手里。所以过去这些年里，尽管我们碳纤维需求占了全球三分之一以上。
但是自给率严重不足。二零一九年碳纤维复合材料中有百分之七十一的份额来自进口。现在这种情况要变一变了，我们的高端碳纤维领域已经取得技术突破。
尤其是军用领域，必须使用国产材料，这就促使了我们军用碳纤维的发展。碳纤维接下来有望成为军工的黄金赛道。其中一家公司是国内首家实现高端碳纤维产品技术突破的单位。
目前公司的产品已经广泛应用在航空航天领域，随着军工装备现代化加速以及高端碳纤维材料的国产化推进，公司的成长空间有望。
The military industry also has an invisible track. Earlier, we said that the current development of fighter jets focuses on advanced new fighters. For example, the J-20 advanced new fighters have a feature of lightweight.
This is the key to improving the performance of fighter jets, and to achieve lightweight, it is necessary to work hard on materials. This is the military stealth track we will talk about next. The carbon fiber takes the US f-series fighter as an example.
From f12a to f22, the proportion of carbon fiber composite materials has increased from 1% to 24%, and the proportion of carbon fiber composite materials used in the fourth-generation fighter f 35 is as high as 30%. six.
It can be seen that how important are carbon fiber composite materials for the development of new fighter jets? A large amount of carbon fiber is used in the fuselage and wing tail suppression of our F-20 fighter, and its carbon fiber composite material accounts for 27%.
From 1% of the J-8 to 27% of the J-20, this has brought a huge space for the development of military carbon fiber composite materials. And at present, more than 30% of our fighters are second-generation fighters that are no longer suitable for modern warfare.
These fighters will gradually be replaced by new fighters, and the resulting carbon fiber growth space is expected to be eight to ten times. But not everyone can make carbon fiber.
His technical threshold is very high, and the technology in the high-end carbon fiber field is mainly in the hands of a few developed countries such as the United States. So in the past few years, although our carbon fiber demand accounted for more than one-third of the world.
But the self-sufficiency rate is seriously insufficient. In 2019, 71% of carbon fiber composite materials came from imports. Now this situation is about to change. We have achieved technological breakthroughs in the field of high-end carbon fiber.
Especially in the military field, domestic materials must be used, which has prompted the development of our military carbon fiber. Carbon fiber is expected to become the golden track of military industry. One of these companies is the first domestic company to achieve technological breakthroughs in high-end carbon fiber products.
At present, the company's products have been widely used in the aerospace field. With the acceleration of the modernization of military equipment and the advancement of the localization of high-end carbon fiber materials, the company's growth space is expected. -
2021-03-14
军工行情继续，前面分享的战斗机和无人机表现都不错。做过的朋友接下来认真听了这条军工的赛道，成长空间比战斗机还要大。
这是什么飞机知道吗？这就是黑鹰直升机。美军上世纪七十年代研制至今已经生产了四千五百多架，是全世界生产数量最多的直升机之一。
它有多重要呢？在美军的武装直升机里，但这个系列占比就达到了百分之五十三。为什么要说黑鹰关注我国武器装备的朋友应该都知道。
我国的直二零直升机最近两年刚刚定型，而它对标的就是黑影。美军的十吨级直升机占比高达百分之六十六点九，而我们十吨级直升机占比仅仅只有百分之四点五。
并且都是依赖进口直二零的出现，刚好可以填补我军十吨级直升机的空白。我们前面说的比战斗机成长空间更大的赛道就是直二零。
并且总数方面，我国军用直升机有一千两百七十家，而美军有八千两百八十二家是我们的近七倍。所以直升机尤其是直二零产业链有大机会。
其中一家公司是我国军用直升机的龙头。随着直二零的持续放量，公司的成长空间有望。
The military industry market continued, and the fighters and drones shared earlier performed well. Friends who have been there then listened carefully to this military industry track, and there is more room for growth than fighter jets.
Do you know what kind of plane is this? This is the Black Hawk helicopter. The U.S. military has produced more than 4,500 helicopters since it was developed in the 1970s, making it one of the most produced helicopters in the world.
How important is it? Among the armed helicopters of the US military, this series accounts for 53%. Why should I say that Black Hawk is concerned about our country's weapons and equipment should all know.
my country’s Z-20 helicopter has just been finalized in the last two years, and its target is Sombra. The US military’s 10-ton helicopters account for 66.9% of the total, while our 10-ton helicopters account for only 4.5%.
And they are all dependent on the emergence of imported direct 20, which can just fill the gap of our army's ten-ton helicopter. The track we mentioned earlier that has more room for growth than fighter jets is the straight 20.
And in terms of the total number, my country has 1,270 military helicopters, while the U.S. military has 8,282, which is nearly seven times more than ours. Therefore, helicopters, especially the direct 20 industry chain, have great opportunities.
One of these companies is the leader of my country's military helicopters. With the continuous increase in volume in the year 2020, the company's room for growth is expected. -
2021-03-13
你知道如何去精准判断a 股牛市的大顶吗？这个视频呢告诉你答案，而且全网独家。
你呀现在静下心来啊，花五分钟时间听完，那么下一次高高在山顶上站岗的人一定没有你。
赶紧收藏一下，说不定哪天这条视频呢就没了。大家都知道啊，二零零七年的牛市顶部是六幺二四点，而二零幺五年牛市的顶部呢是五幺七八点。
问题来了，按照常规的这个思维啊，因为社会经济在不断的发展和进步，按理说第二次牛市的顶部应该比第一次。
要高才对。那么老股民都知道啊，在二零一五年的年初牛市刚启动的时候啊，几乎所有的散户都认为啊这次股市的涨幅。
一定会超过零七年的六幺二四点都认为啊八千点一万点都不是梦啊啊，当时有一个人非常神奇，他早在。
二零幺四年的九月份，当时的股市还在两千二百点的时候，他就发表了一份报告。报告的核心内容啊有两点，第一。
股市要开启一轮大牛市。第二，本轮牛市的目标点位是五千点，它呀就是当时国泰君安的首席分析师。
任泽平，那么任泽平当时为什么能够准确的判断出来牛市能达到五千点，而不是要超过六千点呢？
他这个五千点是怎么计算出来的呢？是不是恰巧恰巧这个蒙对了啊，其实啊很简单，他把当时沪深两市的这个总市值。
除以当年的总的g d p 的一个占比，做了一个数据模型，它推算出来的。咱们呢先看零五到零七年。
牛市的这个数据啊，二零零五年的a 股点位是一千点，当时啊沪深两市总市值占比g d p 的这个比例是百分之二十。
而到了零七年的十月份，这个a 股啊疯涨到了六千点的时候，占比高达百分之一百三十二。那后面的故事啊大家都知道惨烈的熊市啊，一直把股市干。
到了幺六六四点，当时啊发生了无数个这个人间悲剧啊。而在一五年牛市的初期啊，也就是二零一四年的上半年。
当时的这个a 股啊在两千点，当时啊两市的总市值占比g d p 约为百分之四十左右。但是到了二零一五年的这个六月份。
a 股是这个涨到了五千点，占比啊高达百分之一百一十一。随后呢股灾就发生了，咱们总结一下啊。
当总市值占比一旦超过g d p 的百分之一百，就等于流通市场上所有的资金呢几乎全部都被吸入到了股市。
那么流动性啊就被股市彻底的吸干了，也就是说再也没有后续的增量资金去继续拉升股市了。
因为价格上涨的这个本质就是资金去推动的。当时的这个任泽平就是通过这个简单的方法去判断出来了五千点这个牛市的目标怎么样。
够简单吧。
Do you know how to accurately judge the big top of the a-share bull market? This video tells you the answer, and it is exclusive to the whole network.
Now, calm down, take five minutes to finish listening, then the next time you will stand guard on the top of the mountain, you will definitely not be there.
Hurry up and save it, maybe this video will be gone someday. Everyone knows that the top of the bull market in 2007 was 6 units and 24 points, and the top of the bull market in 20 units and 5 years was 5 units and 8 points.
Here comes the problem. According to the conventional thinking, because the social economy is constantly developing and progressing, it stands to reason that the top of the second bull market should be higher than the first.
It must be high. Well old stock investors all know that when the bull market just started in early 2015, almost all retail investors thought that the stock market rose this time.
It must be more than seven years old at six and two or four o'clock. They thought that eight thousand and ten thousand points were not a dream. At that time, there was a man who was very amazing. He was already there.
In September of 2004, when the stock market was still at 2200, he published a report. The core content of the report has two points, first.
The stock market is about to start a big bull market. Second, the target point of this round of bull market is 5,000 points, which is the chief analyst of Guotai Junan at that time.
Ren Zeping, then why was Ren Zeping able to accurately judge that the bull market could reach 5,000 points, instead of exceeding 6,000 points?
How did he calculate the five thousand points? Did it happen to be right? In fact, it was very simple. He took the total market value of the Shanghai and Shenzhen stock exchanges at that time.
Divide it by a proportion of the total g d p of the year and make a data model, which is calculated. Let's look at the years from 2005 to 2007 first.
According to the bull market data, the A-share point in 2005 was 1,000 points. At that time, the total market value of the Shanghai and Shenzhen stock markets accounted for 20% of gdp.
In October 2007, when this A-share skyrocketed to 6,000, the share was as high as 132%. The story behind that, everyone knows the tragic bear market, has been doing the stock market.
When it was 6 or 4 o'clock, there were countless tragedies in this world. At the beginning of the bull market in one-five years, that is, the first half of 2014.
At that time, the A-share market was at two thousand points. At that time, the total market value of the two cities accounted for about 40% of gdp. But in this June of 2015.
A-shares have risen to 5,000 points, accounting for up to 111%. Then the stock market crash happened, let's summarize it.
When the total market value exceeds 100% of g d p, it means that almost all of the funds in the circulating market have been sucked into the stock market.
Then the liquidity is completely absorbed by the stock market, which means that there will be no follow-up incremental funds to continue to lift the stock market.
Because the nature of price increases is driven by funds. At that time, Ren Zeping used this simple method to judge the goal of the five thousand-point bull market.
Simple enough. -
2021-03-12
电池衰减催生千亿增量市场。随着新一轮寒潮来临，全国进入速冻模式。而对新能源车主来说，环境冷心更冷，气温下降导致自己的电动车续航里程大幅缩水。
以特斯拉摩托三桅里有车主反映，至少缩水了百分之三十以上，冬季续航里程缩水的问题并不新鲜，可以说是电动车的通禀。低温环境下，锂电池容量会急剧衰减。
并且温度越低，衰减的就越狠。这就是为什么在北方，尤其是东北很少看到新能源车的原因，怎么办呢？使用热泵，这是在传统燃油车中。
完全不需要的东西，因为发动机本身就会产生热量，甚至这些热量还可以提供车内暖风。而电动车由于没有发动机炙热。
全部需要依赖热管理系统，这就是纯增量市场。以目前新能源车的增长速度预计到二零二五年销量有望达到一千三百万辆。
由此带来的热管理系统市场空间预计有七百亿元新能源车取代燃油车，这是必然的趋势。在这样的趋势下，热管理系统也将持续增长。
其中一家公司是国内新能源车热管理系统的龙头，目前已经进入特斯拉、通用、大众等知名车企的供应链。随着新能源车销量持续增长，公司的成长空间。
将更加广阔。
Battery decay has spawned an incremental market of hundreds of billions. With the advent of a new round of cold wave, the country has entered a quick freezing mode. For owners of new energy vehicles, the environment is even colder, and the drop in temperature has led to a significant reduction in the cruising range of their electric vehicles.
According to the owners of the three-masted Tesla motorcycle, it has shrunk by at least 30%. The problem of the reduction in the cruising range in winter is not new. It can be said that it is a common feature of electric vehicles. Under low temperature environment, the capacity of lithium battery will decrease sharply.
And the lower the temperature, the harder the attenuation. This is why new energy vehicles are rarely seen in the north, especially in the northeast. What should we do? Use a heat pump, which is used in traditional fuel vehicles.
Things that are not needed at all, because the engine itself generates heat, and even this heat can provide warm air in the car. The electric car is hot because it does not have an engine.
All need to rely on the thermal management system, this is a pure incremental market. Based on the current growth rate of new energy vehicles, it is estimated that the sales volume is expected to reach 13 million by 2025.
The resulting thermal management system market space is expected to replace fuel vehicles with new energy vehicles of 70 billion yuan, which is an inevitable trend. Under this trend, thermal management systems will continue to grow.
One of these companies is the leader in the thermal management system for new energy vehicles in China, and has now entered the supply chain of Tesla, GM, Volkswagen and other well-known auto companies. As the sales of new energy vehicles continue to grow, the company has room for growth.
Will be more expansive.
-
2021-03-11
聪明人不合群，我们一起来听。
什么是最好的社交呢？最好的社交一定是势均力敌的，无须逢迎讨好。
内心存压力，最好的社交一定是互相搭台的，没有负面能量让你生烦恼。
社交的意义在于见多识广，学人长处在于认清自己，增加乐趣，而有些社交圈以消遣为主。
游戏人生无真心实意，只剩攀比，这样的圈子有臂无力，需要你敬而远之。
圈子不同，不必强融。
有些人觉得喝酒打牌是人生的意义，有些人把勤奋耕耘当成未来的目标，不一样的人，有不一样的追求。
不必为了面子融入和自己志向不一的圈子，自己的人生自己规划好，没有谁能替谁负责。
人心不同，不必同行。
有些人揣着真心交朋友，有些人带着面具出感情。
不要把不同路的人请进自己的生命。有些人你若不懂拒绝，他，只会在你的世界兴风作浪。
给你带来数之不尽的烦恼，聪明的人不会把太多的人请进生命。同鹭为友，陌路，不求。
刻意合群不如独处。
喝酒的人只会催你干杯。打牌的人只会拉你玩乐，不同的人总会对你有不同的影响。有些人只会耍嘴。
能同甘不能共苦，与其参与无效的社交，浪费时间和精力，不如多深耕自己，让自己在独处中更有底气。
优秀的人自带光芒。
成年人的社交都是靠实力来说话的，聪明的人从来不去混圈子，而是花时间拓展自己，当自己优秀了。
会遇到更多志同道合的人。
主动去讨好的圈子，费心费力，被人看不起。自身吸引来的圈子势均力敌，没人敢小瞧。
当一个人自带光芒，总会有人荧光而来。
Smart people are not in a group, let's listen together.
What is the best socializing? The best social interaction must be evenly matched, and there is no need to greet you.
With internal pressure, the best social interaction must be on each other, and there is no negative energy to bother you.
The meaning of social networking is to be knowledgeable. The strengths of scholars are to recognize themselves and increase fun. Some social circles are mainly for entertainment.
Game life has no sincerity, only comparison is left. Such a circle has weak arms and requires you to stay away.
The circles are different, so there is no need to force them together.
Some people think that drinking and playing cards is the meaning of life. Some people regard hard work as their future goal. Different people have different pursuits.
You don't have to be in a circle with different ambitions for the sake of face. You plan your own life by yourself, and no one can be responsible for others.
People have different hearts, so you don't have to travel together.
Some people make friends with a sincere heart, and some people wear masks to show affection.
Don't invite people from different paths into your life. If you don't know how to refuse, some people will only make trouble in your world.
Bring you countless troubles, smart people will not invite too many people into your life. Friends with heron, strangers, do not ask.
It is better to be alone than deliberately.
People who drink alcohol will only urge you to toast. People who play cards will only pull you to have fun, and different people will always have different influences on you. Some people just talk about it.
To be able to share joys but not to share sorrows, instead of participating in ineffective social interactions and wasting time and energy, it is better to cultivate yourself more deeply and make yourself more confident in being alone.
Good people have their own light.
Adults rely on their strength to speak in their social interactions. Smart people never go in circles, but spend time to expand themselves and become outstanding.
Will meet more like-minded people.
Take the initiative to please the circle, take pains, and be looked down upon by others. The circles attracted by oneself are evenly matched, no one dares to look down upon.
When a person brings his own light, there will always be someone fluorescent. -
2021-03-10
今天呢跟大家来讲一讲啊，如何一眼识别出高控盘的庄股。
一提到庄虎啊，很多人都把庄家神圣化了，对吧？特别崇拜庄家，想要跟庄赚钱。这个在二十年前我觉得是很流行的。因为那时庄户遍地嘛。
病例都是没有庄家，这个股票就没法炒了。
但是随着时代的改变啊，像现在这个大数据越来越发达了，监管越来越严了。如果想要去做庄股来说，风险的话会非常的大。首先呢庄股会非常的难操作。
第二的话，庄鼓的流动性也特别差。那么我给大家看几个庄鼓的图，大家感受一下怎么样能一眼能看出庄股。首先第一张图大家看啊。
这就是人工控股对吧？之前也暴雷了，你看其实他的k 线图做的非常的别扭，为什么说一眼就能看出呢？打开k 线图啊，一看就毛毛刺刺的。
对吧，k 线的话，上眼线下眼线都很长，而且非常多这样的k 线，这样的k 线组列成一排打一眼去，你不用多想，一定是高空盘了啊。
没有光盘的话，一般做不出这样的k 线来。
而且是这么多，对吧？一排接一排的组合，包括第二个大家可以看啊，第二这个股票是不是这个比第一个稍微好看一点，但是一样都是每根k 线的上影线下影线都特别长。
那么包括第三个k 线是不是都是同样的感觉，打一眼一看的话，毛毛色色的，一看就是高空盘了。这种股票的话，其实我觉得从k 线图上一眼就能看出来。
你看股东人数一般有些时候你像。
前段时间暴雷的这种人，东在高位的时候啊，一百接近两百亿的盘子，普通人数呢也就五千多人。所以你想啊这么高的盘子，这个筹码都在谁的手里啊？
其实最终的命运都是一样的，对吧？最终都是一字丁字板下来，像我们刚才看的第二张图，对吧？这个北训吧从最高二十八先跌到一块多。
几乎就快跌没了。所以现在操作来说，我建议大家远离庄股。啊，因为你想啊这个庄股的话一看一定是高控盘了，高控盘的话没有资金愿意介入的。你想啊这里面的资金一定是根深蒂固的。
而且的话跟着这个公司啊都有千丝万缕的联系，一个外来的资金怎么去介入呢？那第二的话，这些筹码你想啊他在手里待着，他想出。
他想出最终一定卖给谁呀？一定卖给散户。如果散户不多的话，他怎么能出就去呢？出不去的。所以最后你看很多砖，我都是一字电灯板砸下来，砸一排电灯板开始放量，对吧？因为这时候有些时候会有一些炒底资金。
以为这样捡个大便宜重拍一段时间，对吧？反弹一段时间，然后继续下跌。所以结局的命运都差不多相似。
那么另外的话，其实现在的庄武，我觉得哎做盘的手法太差了。现在这操盘手的手法确实差的要命，这种黑线图啊都是二十年前玩的。你看以前这个德隆系的三驾马车，对吧？当时。
呼风唤雨都这么玩，现在都什么年代了？做k 线图还能做出这种k 线图，让人一眼能看出来。我觉得这里操盘手其实是值得。
Today, I will tell you how to identify the stocks with high control at a glance.
When it comes to Zhuang Hu, many people consecrate the dealer, right? I especially admire the dealer and want to make money with the dealer. I think this was very popular twenty years ago. Because at that time there were many dealers.
In cases where there is no dealer, this stock cannot be sold.
But with the change of the times, big data like now has become more and more developed, and supervision has become more and more stringent. If you want to do Zhuang stock, the risk will be very big. First of all, Zhuang stock will be very difficult to operate.
Secondly, the liquidity of Zhuanggu is also particularly poor. So let me show you a few pictures of Zhuanggu, so you can see how Zhuanggu can be seen at a glance. First of all, let's see the first picture.
This is artificial holding, right? There was a thunderstorm before. You can see that his candlestick chart is very awkward. Why can you tell it at a glance? Open the candlestick chart and you can see glitches at a glance.
Right, in the case of candlesticks, the upper and lower lashes are very long, and there are a lot of these candlesticks, so you don’t need to think about it. You don’t need to think about it, it must be a high-altitude game.
Without an optical disc, such a k-line is generally not possible.
And there are so many, right? Row after row of combinations, including the second one, everyone can see. Second, is this stock a little better than the first one, but the same is that the upper and lower shadows of each bar are very long .
So, including the third candlestick, is it the same feeling? If you take a look at it, the fur is colored, and it's a high-altitude disk at a glance. For this kind of stock, I think it can be seen at a glance on the candlestick chart.
You see the number of shareholders is generally like you sometimes.
Some time ago, this kind of people who thundered, when Dong was in a high position, there were 100 or nearly 20 billion plates, and the average number was just over 5,000. So you think, with such a high plate, who is in the hands of this bargaining chip?
In fact, the final destiny is the same, right? In the end, it all came down with a T-shaped board, like the second picture we just saw, right? This Beixun bar dropped from the highest of twenty-eight to more than one block.
It almost fell. So for now, I suggest you stay away from Zhuanggu. Ah, because you think this Zhuang stock must be a high-control board. If there is no capital willing to intervene in the high-control board. You think the funds must be deeply ingrained.
Moreover, this company is inextricably linked. How can a foreign fund intervene? In the second case, you think these chips are in his hand, he thinks it out.
He figured out whom he must sell to in the end? It must be sold to retail investors. If there are not many retail investors, how can he just go out? Can't get out. So in the end you look at a lot of bricks. I smashed all the one-character light boards. I smashed a row of light boards and started to weigh more, right? Because at this time there will be some speculation funds sometimes.
I thought it would take a big bargain to remake it for a while, right? Rebound for a while, and then continue to fall. So the fate of the ending is almost similar.
In other words, in fact, the current Zhuang Wu, I think hey, the technique of making the market is too bad. Now this trader's tactics are really terribly poor. This kind of black line chart was played 20 years ago. Look at the troika of the Deron series before, right? then.
What age are you now playing like this? This kind of candlestick chart can also be made by making a candlestick chart, so that people can see it at a glance. I think the trader here is actually worth it. -
2021-03-09
很多人喜欢通过技术分析来炒短线，比如说看k 线形态量价指标、波浪理论趋势线头、肩顶头肩顶等等。啊，但是呢你见过几个做短线发大财的人呢。
几乎没有，而且呢在现在这个市场做短线只会死的更快。那为什么呢？这是因为啊首先短线根本无法预测，非要预测那就是投机，就是赌博。
必须通过几个季度甚至几年的长线考察，才能更好的判断大的方向。那其次呢你在做短线的时候啊，其实你的交易对手根本就不是人。
因为现在很多机构都在做量化投资，都是利用电脑程序来自动捕捉市场短线机会，自动做短线挣差价。就像围棋九段李世石根本下不过这样的人工智能一样。
那你觉得你可以玩得过人工智能吗？而且啊以后这种量化程序会越来越多。那些妄图靠炒短线赚快钱的投资者就成了这些人工智能的收割对象。
人工智能到最后就像灭霸一样，打一个响指，就把那些靠技术分析来炒短线的散户们统统灭掉，剩下机器互相厮杀。那靠技术炒短线不行。
那怎样才能赚钱呢？其实啊无论是欧美市场还是在我国的a 股，真正赚大钱的投资者，从来不炒短线，都是根据对未来几个季度甚至是几年的中长期机会的把握。
找到不断创造价值的好公司，第一位买入，然后等待公司不断成长发展来赚公司成长的钱，而不是市场波动的钱，这才是真正的高手。
所以啊只有靠研究公司基本面寻找低位买入的机会，并且长期持有才能在这个市场上活得长。
Many people like to speculate short-term through technical analysis, such as looking at the K-line pattern volume and price indicator, wave theory trend line head, shoulder top, head and shoulder top, and so on. Ah, but you have seen a few people who make short-term fortunes.
Almost none, and doing short-term in this market will only die faster. Why then? This is because, first of all, it is impossible to predict in the short term. If you have to predict, it is speculation and gambling.
It is necessary to pass several quarters or even years of long-term inspections to better judge the general direction. Secondly, when you are short-term, your counterparty is not human at all.
Because many institutions are now making quantitative investments, using computer programs to automatically capture short-term market opportunities, and automatically make short-term short-term profit margins. Just like Li Shishi can't play such an artificial intelligence at all.
Do you think you can play artificial intelligence? And there will be more and more quantification programs in the future. Those investors who wish to make quick money by speculating in short-term have become the targets of these artificial intelligences.
In the end, artificial intelligence is like Thanos. With a snap of your fingers, all the retail investors who rely on technical analysis to speculate on the short-term will be wiped out, leaving the machines to fight each other. That's not enough to rely on technology to speculate short-term.
So how can we make money? In fact, whether it is in the European and American markets or in my country's A-shares, investors who really make a lot of money never speculate in the short-term, based on their grasp of the medium and long-term opportunities in the next few quarters or even years.
Find a good company that continues to create value, buy it first, and then wait for the company to grow and develop to make money for company growth, not for market fluctuations, this is the real master.
Therefore, only by studying the company's fundamentals to find low buying opportunities and holding them for a long time can we live long in this market.
