股典钟炒股机器人系统电脑版租赁行业投资资讯：国防军工产业链Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: National Defense Industry Chain

2021-02-27

新的一年还有哪些机会？今天来聊聊军工，前不久刚提出了确保二零二七年实现建军百年奋斗目标这全新百年目标。
这笔此前曾提出的在二零三五年实现国防和军队现代化时间节点进一步提前，而要实现这个目标，我们就需要加快武器装备现代化。
加快升级换代和智能化发展未来新型先进武器装备采购数量有望显著提升，相关军工产业链有望受益。具体有哪些呢？
军机就是其中之一。数量方面，目前我国军机数量是三千两百六十架，而美军是一万三千两百三十二架，是我们的四倍。结构方面，我军军机以二代机、三代机为主。
四代机歼二零仅列装了十九架，而美军已经拥有一百七十七架f 二十二和一百九十六架f 三十五，并且我们周边的日韩陆续采购f 三十五，使得我们在四代机竞争中逐渐失去优势。
因此接下来四代机的短板有望尽快补上，数量有可能明显增加，这就带来了歼二零产业链的机会。其中一家公司是国内唯一一家。
战斗机整机标的，并且航母上的舰载机也是公司提供。未来五年，随着空军和海军的发展，公司的成长空间将更加广。
What are the opportunities in the new year? Let’s talk about the military industry today. Not long ago, I just put forward the brand new century-old goal of ensuring the achievement of the century-old goal of building the army by 2027.
This previously proposed time point for the realization of national defense and military modernization in 2035 is further advanced. To achieve this goal, we need to accelerate the modernization of weapons and equipment.
Accelerate the upgrading and intelligent development of the future. The number of new advanced weapons and equipment purchases is expected to increase significantly, and the relevant military industry chain is expected to benefit. What are the specifics?
Military aircraft is one of them. In terms of quantity, the current number of my country's military aircraft is 3,260, while the number of US military aircraft is 13,232, which is four times ours. In terms of structure, our military's military aircraft are mainly second-generation and third-generation aircraft.
The fourth-generation J-20 has only 19 installed, while the US military already has 177 f 22 and 196 f 35, and our neighboring Japan and South Korea have successively purchased f 3 Fifteenth, we gradually lose our advantage in the competition of fourth-generation machines.
Therefore, the shortcomings of the next four generations of aircraft are expected to be made up as soon as possible, and the number may increase significantly, which brings opportunities for the J-20 industry chain. One of these companies is the only one in China.
The entire fighter aircraft is the standard, and the carrier-based aircraft on the aircraft carrier is also provided by the company. In the next five years, with the development of the Air Force and Navy, the company's growth space will be broader.

股典钟炒股机器人系统电脑版租赁行业投资资讯：新能源动力电池Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: New Energy Power Battery

2021-02-26

特斯拉要涨价了。最近，特斯拉中国高管表示，特斯拉国产化率目标已基本实现，未来继续降价可能性不大。如果未来原材料或零部件价格出现上涨。
特斯拉电动车也不是没有涨价，可能要知道这两年特斯拉降价，可是刹都刹不住。从去年十月到今年十月这一年时间里。
国产model 三一共经历了五次调价，以标准续航后驱升级版车型为例，其价格由最初的三十五点五八万元降到目前的二十四点九九万元。
降了近十一万，这次真的要涨价了吗？未必。尽管经历多次降价，特斯拉毛利率仍然很高。据测算，国产model 三的成本大概是十八点八七万元。
每台车利润是六点一二万元，毛利率百分之二十五。与同行相比，这已经很高了。比亚迪毛利率百分之二十左右，上期更低只有百分之十左右。
在model 三的成本中，电池成本占了百分之三十八，而动力电池价格下降是必然趋势。预计到二零二六年，动力电池市场平均价格。
将降到一百美元每千瓦时，特斯拉的电池成本只会更低，并且根据特斯拉自己的目标，到二零二五年，电池包成本有望从零点八一元每瓦时。
降低一半到零点三九元每瓦时，以入门级model 三为例，每台车的电池包成本将由四点五万元下降到二点一万元，降低一半以上。
按照这个计划，到时候特斯拉可能会比燃油车还便宜。马斯克自己都说大约三年内就能制造出价格两万五千美元的全自动驾驶汽车。
相当于人民币十六万元左右，不到二十万。而要实现这个目标，特斯拉的产销量还要再上一个台阶。面对明年开始的新能源车补贴退坡。
相比于涨价，特斯拉再一次降价的可能性反而更大一些。
Tesla is going to increase prices. Recently, Tesla China executives said that the goal of Tesla's localization rate has been basically achieved, and it is unlikely that prices will continue to be reduced in the future. If the price of raw materials or parts rises in the future.
Tesla electric cars are not without price increases. You may need to know that Tesla has cut prices in the past two years, but it hasn't stopped. From October last year to October this year.
The domestic model Sany has undergone five price adjustments. Taking the upgraded version of the standard battery life rear-drive model as an example, its price has dropped from the initial 355.8 million yuan to the current 249900 yuan.
It has dropped by nearly 110,000. Is the price really going to increase this time? not necessarily. Despite many price cuts, Tesla's gross profit margin is still high. According to calculations, the cost of the domestic model 3 is about 188,700 yuan.
The profit per vehicle is 61,200 yuan, and the gross profit margin is 25%. Compared with peers, this is already very high. BYD's gross profit margin was about 20%, which was only about 10% lower in the previous period.
In the cost of Model 3, battery costs accounted for 38%, and the decline in power battery prices is an inevitable trend. It is estimated that by 2026, the average market price of power batteries.
Will drop to one hundred dollars per kilowatt-hour, Tesla’s battery cost will only be lower, and according to Tesla’s own goals, by 2025, the battery pack cost is expected to be from 0.81 yuan per watt hour .
Reduce by half to 0.39 yuan per watt-hour. Taking the entry-level Model 3 as an example, the cost of battery packs per car will be reduced from 45,000 yuan to 210,000 yuan, which is more than half.
According to this plan, Tesla may be cheaper than gasoline vehicles. Musk himself said that in about three years, a fully self-driving car with a price of US$25,000 can be manufactured.
It is equivalent to about RMB 160,000, which is less than 200,000. To achieve this goal, Tesla's production and sales have to go to a higher level. Facing the decline in subsidies for new energy vehicles starting next year.
Compared to price increases, Tesla is more likely to cut prices again.

股典钟炒股机器人系统电脑版租赁行业投资资讯:新能源充电桩Stock Dianzhong stock trading robot system computer version leasing industry investment information: new energy charging pile

2021-02-25

特斯拉超充工厂最新消息，位于上海临港新区的特斯拉超级充电桩工厂正在紧张施工中，设备安装已初具雏形，很快就要投产。
继新能源车之后，充电桩的机会也要来了。截至二季度，我国新能源车保有量是四百一十七万辆，而充电桩保有量仅有五十六万个。
车桩比七比一，充电桩严重不足，巨大的需求缺口也意味着广阔的市场前景。按照新能源车产业发展规划。
到二零二五年，我国新能源车渗透率要提高到百分之二十，现在只有百分之五，还有四倍的成长空间，这也将带来充电桩的快速增长。
按照目前一车一桩的政策目标，预计到二零三零年，我国充电桩的保有量将达到两千九百八十一万个，是现在的。
十八位。所以接下来充电桩将享受新能源车增长和配置比例提高的双重利好。新能源车里走出了比亚迪这样一年三倍的公司。
接下来，充电桩有望复制新能源车的表现，其中一家公司是国内充电桩的龙头企业，充电桩总量全国第一。
充电量在过去四年里增速高达百分之一百零五。特斯拉充电桩年产只有一万个，与目前三百万的需求缺口相比，几乎可以忽略。
而公司作为国内充电桩龙头会更加。
The latest news from Tesla's supercharger factory is that the Tesla Supercharger Pile Factory in Shanghai's Lingang New Area is under intense construction. The equipment installation has begun to take shape and will soon be put into operation.
Following the new energy vehicles, the opportunity for charging piles is also coming. As of the second quarter, the number of new energy vehicles in my country was 4.17 million, while the number of charging piles was only 560,000.
The vehicle pile ratio is seven to one, the charging pile is seriously insufficient, and the huge demand gap also means a broad market prospect. According to the new energy vehicle industry development plan.
By 2025, the penetration rate of new energy vehicles in my country will increase to 20%. Now it is only 5%. There is still four times the room for growth. This will also bring about the rapid growth of charging piles.
According to the current policy goal of one vehicle, one pile, it is estimated that by 2030, the number of charging piles in my country will reach 29.81 million, which is now.
Eighteen. Therefore, charging piles will enjoy the dual benefits of the growth of new energy vehicles and the increase in the allocation ratio. New energy vehicles are out of a company that triples in a year like BYD.
Next, charging piles are expected to replicate the performance of new energy vehicles. One of the companies is a leading domestic charging pile company, and the total number of charging piles is the first in the country.
The charging capacity has increased by 105% in the past four years. The annual output of Tesla charging piles is only 10,000, which is almost negligible compared with the current demand gap of 3 million.
As the leader of domestic charging piles, the company will be even more.

股典钟炒股机器人系统电脑版租赁行业投资资讯:国际空间站工程Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: International Space Station Project

2021-02-21

天宫空间站要来了，目前我国空间站建造任务已经全面开启，空间站试验核心舱和发射用的长征五号b 遥二火箭的研制工作已经完成。
明年春季将发射核心舱航天板块的机会来了，军工板块导弹需求催生了洪都航空半年三倍的航天。接下来空间站的建造需求带动下。
谁能成为航天板块的航空马上揭晓。我国一九九二年提出了载人航天三步走发展战略，第一步，发射载人飞船已经完成。
第二步，航天员出舱活动空间，飞行器交会对接发射空间实验室这步也已经完成，而现在正在进行的就是第三步建造。
空间站未来两年，我国将进行多达十一次的高密度发射，预计二零二二年前后完成空间站在轨建造计划。另外。
国际空间站已经出现多次漏气事故，很可能在二零二四年被迫退役，到那时候地球外太空可能就只有我国的空间站还在运行。
目前已经有来自十七个国家、二十三个实体的九个项目入选天宫空间站的工程，后续类似项目还将越来越多，这将进一步加速我国航天领域的发展。
所以一方面是近期我们建造空间站的巨大需求，另一方面是长期国际空间站退役转移过来的需求，两方面因素将持续推动。
航天使用，那么究竟有哪些公司会受益呢？其实负责空间站建设的基本上都是各大航天院所，比如明年春季即将发射的核心舱。
就是航天五院负责。值得关注的是，这些院所下属的上市公司，其中一家公司由航天五院控股，主要负责小卫星的制造，并。
且公司在卫星通信领域也有布局未来随着我国航天市场的快速发展，公司的成长空间将更加广阔。
The Tiangong space station is coming, and the construction of my country's space station has been fully launched. The development of the space station's test core module and the Long March 5b Yao-2 rocket for launch has been completed.
The opportunity to launch the core module aerospace sector next spring is here. The demand for missiles from the military sector has given birth to Hongdu Aviation’s three times as many aerospace in half a year. Next, the construction demand of the space station was driven.
Who can become the aerospace sector of aviation will be announced immediately. my country proposed a three-step development strategy for manned spaceflight in 1992. The first step is to launch a manned spacecraft.
The second step is for the astronauts to move out of the space, the rendezvous and docking of the aircraft and the launch of the space laboratory have also been completed, and the third step of construction is now underway.
In the next two years, my country will conduct as many as eleven high-density launches of the space station. It is expected that the space station orbit construction plan will be completed around 2022. In addition.
The International Space Station has experienced multiple air leaks and it is likely to be forced to decommission in 2024. By that time, only my country's space station may still be operating in outer space.
At present, nine projects from 17 countries and 23 entities have been selected for the Tiangong Space Station, and there will be more and more similar projects in the future, which will further accelerate the development of my country's aerospace field.
Therefore, on the one hand, there is the huge demand for our space station construction in the near future, and on the other hand, the demand transferred from the long-term international space station decommissioning. Both factors will continue to promote.
Aerospace use, so which companies will benefit? In fact, the major aerospace institutes are basically responsible for the construction of the space station, such as the core module that will be launched next spring.
It is the 5th Academy of Aerospace in charge. It is worth noting that one of the listed companies affiliated to these institutes is controlled by the Fifth Aerospace Academy and is mainly responsible for the manufacture of small satellites.
And the company also has a layout in the field of satellite communications. With the rapid development of my country's aerospace market in the future, the company's growth space will be broader.

股典钟炒股机器人系统电脑版租赁行业投资资讯:光伏单晶弩配件光伏玻璃Stock Dianzhong stock trading robot system computer version leasing industry investment information: photovoltaic monocrystalline crossbow accessories photovoltaic glass

2021-02-19

光伏单晶炉配件也短缺了，由于下游光伏装机需求旺盛，之前就出现过光伏玻璃涨价短缺的情况。弗莱特一个月就涨了一倍。
现在单机蠦需求也起来了，这就导致碳碳热场材料。郭邦等单机蠦配件一统难求，探探日常材料的机会来了。那么接下来谁能成为探探热场材料里的弗莱特？
马上见效。
热场材料是单晶炉里必不可少的配件。我国在这方面起步较晚，在光伏行业发展前期，单晶拉制炉、多晶铸锭炉、热场系统部件材料。
主要采用国外进口的高纯、高强等净压石墨。
但是石墨热场系统成本高，不符合光伏行业降成本扩规模的发展方向，特别是在单晶炉拉直庐的容量从十六英寸至二十英寸热场。
快速发展到现在的二十六英寸和二十八英寸。热场后等降压什么的脆性已经在安全性方面不能适应大热场的使用要求，因此。
逐渐被碳基复合材料取代。
由于碳基复合材料的研发和制造技术壁垒高，目前市面上能够找到的做热场材料的公司并不多，其中一家就是在科创板上市的金箔股份。
本周已经涨了近百分之五十。
但是毕竟太高，公司的探探日产材料预计将于明年建成投产，新增年产六百五十吨碳碳热场材料，预计建产能是金箔的三倍。
并且价格比金帛便宜得多。随着光伏产业持续高速增长，公司的成长空间将更加光伏。
There is also a shortage of photovoltaic monocrystalline furnace accessories. Due to the strong demand for downstream photovoltaic installations, there has been a shortage of photovoltaic glass prices before. Fleet doubled in a month.
Now the demand for stand-alone machines is also rising, which leads to carbon-carbon hot-field materials. Guo Bang and other stand-alone parts are hard to find, and the opportunity to explore everyday materials is here. So who will become the Flett in Tantan Hot Field Materials?
Effective immediately.
The thermal field material is an indispensable accessory in the single crystal furnace. my country started late in this regard. In the early stage of the development of the photovoltaic industry, single crystal drawing furnaces, polycrystalline ingot casting furnaces, and thermal field system component materials.
Mainly use imported high-purity, high-strength, net pressure graphite.
However, the high cost of the graphite thermal field system is not in line with the development direction of the photovoltaic industry to reduce costs and expand the scale, especially in the single crystal furnace straightening room whose capacity is from 16 inches to 20 inches.
Rapid development to the current 26 inches and 28 inches. The brittleness of waiting for pressure reduction after the thermal field has been unable to meet the requirements of the use of large thermal fields in terms of safety, therefore.
Gradually replaced by carbon-based composite materials.
Due to the high technical barriers to the R&D and manufacturing of carbon-based composite materials, there are not many companies that can be found in the market to make thermal field materials. One of them is the gold foil shares listed on the Science and Technology Innovation Board.
It has risen by nearly 50% this week.
But after all, it is too high. The company's Tantan Nissan material is expected to be completed and put into production next year, with an additional annual output of 650 tons of carbon-carbon thermal field materials, which is expected to have a production capacity three times that of gold foil.
And the price is much cheaper than Jinbo. As the photovoltaic industry continues to grow rapidly, the company's growth space will be more photovoltaic.

股典钟炒股机器人系统电脑版租赁行业投资资讯量子通信模拟器Stock Code Clock Stock Trading Robot System Computer Edition Leasing Industry Investment Information Quantum Communication Simulator

2021-02-18

量子领域新进展。刚刚阿里发布量子开发平台，并全面开源量子模拟器开张二点零，这将有助于我国量子领域的研究和应用探索。
量子概念的机会来了，量子技术可以说是科技的珠穆朗玛峰。那么它所带来的机会在哪里？别着急，接着往下听。前不久，我国科学家刚完成构建了七十六个光子的量子计算原型机。
九章并实现了具有实用前景的高斯博色取样任务的快速求解。这比去年谷歌发布的量子计算原型机悬铃木还要快一百亿倍。可以说我。
我国的量子技术全球领先，而量子技术的应用比较成熟的就是量子通信。量子通信具有不可破译性、安全性远高。传统加密技术。
目前，广域量子通信骨干网正在建设，计划将建设三十二个量子通信城域网。未来，随着量子技术产业化的不断成熟。
量子通信大规模商业化时代即将到来，预计到二零二五年，量子通信市场规模将超过一千亿。
每一次科技的进步都会诞生伟大的公司。相信接下来量子通信领域也会出现这样的公司，其中一家公司是国内最早把量子通信技术。
产业化的公司主要提供量子通信设备公司的产品与技术已经得到了充分验证，并且第二大股东正式研发出量子计算。
原型机九章的潘建伟教授是最纯正的量子通信标的。随着未来量子通信产业化的不断推进，公司的成长空间将进一步打开。
New progress in the quantum field. Alibaba just released the quantum development platform and opened a full open source quantum simulator at two o'clock, which will help my country's research and application exploration in the quantum field.
The opportunity of quantum concept has come. Quantum technology can be said to be the Mount Everest of science and technology. So where are the opportunities it brings? Don't worry, then continue listening. Not long ago, Chinese scientists just completed the construction of a quantum computing prototype with 76 photons.
Nine chapters and realized the fast solution of Gaussian sampling task with practical prospects. This is 10 billion times faster than the quantum computing prototype Platanus released by Google last year. You can say me.
my country's quantum technology is the world leader, and the application of quantum technology is relatively mature is quantum communication. Quantum communication is unbreakable and highly secure. Traditional encryption technology.
At present, the wide-area quantum communication backbone network is under construction, and it is planned to build 32 quantum communication metropolitan area networks. In the future, as the industrialization of quantum technology continues to mature.
The era of large-scale commercialization of quantum communications is coming. It is estimated that by 2025, the quantum communications market will exceed 100 billion.
Every technological advancement will give birth to great companies. It is believed that such companies will also appear in the quantum communication field in the future, and one of them is the first company in China to develop quantum communication technology.
Industrialized companies mainly provide quantum communication equipment. The products and technologies of the company have been fully verified, and the second largest shareholder has officially developed quantum computing.
Professor Pan Jianwei of the nine chapters of the prototype is the purest quantum communication target. With the continuous advancement of the industrialization of quantum communications in the future, the company's growth space will be further opened.

散户的钱是如何被主力赚走的How is retail money earned by the main force

2021-02-15

你的钱是如何被主力赚走的？知己知彼，百战不殆。我们来市场是炒股来了，既然我们是炒股，我们就知道什么叫炒。
炒就是炒作。
但是是我们吵吗？不是，是谁在吵，是主力在吵。
因为我们没有能力把价格炒高或者炒低，那么具体能够把价格炒高，炒低的人是谁？是主力，为什么主力能炒作，而我们炒不动呢？
原因很简单，就是我们知道市场当中有一个叫流通盘的一个东西，每一只股票都有它的流通盘。那么这个流通盘就是说可以在这个市场当中所交易的筹码总数。
有一句话叫物以稀为贵，当市场当中可交易的筹码越来越少的时候，那么这个价格的可控性就越强。
筹码流动的多的话，那它的这个价格可控性就比较比较小。这就是我们发现市场当中有的时候这个价格会很快就拉升。
但是有的时候呢，价格始终在盘着，那么这个是什么造成的呢？就是在这个市场当中买卖不活跃的时候，价格呢通常都在震荡。
那么当这个买卖活跃的时候，价格就会波动。那么怎么才能形成价格波动？就是买卖活跃呢？就是市场当中流通的筹码越少。
买的人越多，卖的人越少，那么这个时候一定会产生一个价格的波动。这么讲可能大家不太理解，有些新朋友可能不太理解。那我举个例子。
北极的。
现在你是一个商人，你要做鸡蛋生意，你想垄断你这个城市的鸡蛋如何来做啊？
首先第一步你把你这个城市周围的养鸡场的鸡蛋全收了，收完以后呢，不去供应。
在你仓库里放着市场当中的鸡蛋是不是越来越少？那这时候呢市场的需求是不是越来越大，很多人都要买鸡蛋，他要吃吗？他要买。这个时候呢你就是不卖。
然后鸡蛋的价格随着供需关系的影响，鸡蛋价格是不是越来越贵？这时候呢。
鸡蛋原来五块钱你就不卖，市场的鸡蛋越来越少，然后六块钱也能卖，七块钱也能卖，八块钱也能卖。甚至你说我想卖到一百块钱一斤鸡蛋怎么做啊？
那这个市场自然交易肯定是形不成这个价格的，怎么办？你就需要制造题材了。就说说。
找一个理由，找一个题材，说现在鸡蛋啊能吃鸡蛋会给我们的生活带来一种什么样的好处，或者对我们的身体健康啊有一个什么积极的影响。
这时候呢有些老板就啊就觉得哎呦原来吃鸡蛋这么好，那现在的鸡蛋呢已经开始有它的价值了。然后我要卖一百块钱一斤，你看能不能卖出去。
可以吧，因为只要有人愿意花一百块钱买你这个鸡蛋，那你的鸡蛋价格就能定在一百块钱，因为有成交吗？对吧？有你在一百块钱卖，有人一百块钱再买那这个鸡蛋价格的成交价格就会成交在一百。
那么只要有了成交，大家就会慢慢的认可这个价格。所以说价格就是这么炒起来的。那么对于我们的市场是如何操作呢？也是同样道理。
第一步，主力要把流通盘当中的筹码尽可能的往自己的手里去去买入。他买的这个流通盘筹码越多，外边流通的筹码就会越少。
这时候呢价格就可操纵性更强，只要有人还有需求，那这价格必然会涨。
所以说我们就知道主力第一步要做的是什么，叫建仓，建仓是干嘛呢？就是把这个流通盘当中的大部分筹码，他想尽办法搂到自己这里。
而且通常的这个时候价格是很低的，因为没有炒作之前价格是不会涨的很高的。他会在一个很低的价格大量购买低价筹码，这个过程叫建仓。
那你想一想，如果在价格很低的情况下，那么投资者愿不愿意把这个筹码低价卖给他，肯定是不愿意的。但是他怎么才能在很低的价位。
把你的筹码买过来呢，只有一种方式可以做到吓唬你。
出各种消息。
利用各种市场当中负面的东西来刺激你，让你不敢再持有这支股票，然后让你忍痛割爱卖给了他。
我们市场当中经常见到对吧？为什么我们很多朋友说我都扛了很长时间了，我扛了半年了，我扛了一年了，在这个实在是不敢扛了，对吧？市场感觉要崩盘了，我不敢扛了，我把我把我的一卖。
价格就涨了，那是什么原因？真的是你扛不住了吗？不是，是市场当中外界的因素影响的。你如果你。
两耳不闻窗外事，什么都不知道的话，我相信你就拿住了。正是因为你到处去打听消息，到处去看新闻，看的这么多东西，被主力一利用，正好你就卖了。
如果你啥都不贴，我相信你也不卖。
是吧卖给主力以后，主力在低价大量收购了筹码以后，那么是不是市场上流通的筹码就少了，这个时候怎么办？
主力也不可能拿着这么多筹码一直养着吧。他需要干什么？他需要把价格从低点拉到高点把它卖出去，然后从中获取差价。主力也是干这个事的。
然后怎么办？拉升。
对吧他要拉升，把价格拉高。那么在拉高的过程当中，由于外边的筹码已经很少了，只要他要买卖的人就。
就很少了，对吧？因为要卖的话，你早就已经卖出去了。那么如果再把价格拉高的过程当中，卖的人越来越少，因为所有卖卖出去筹码的人都。
都会被他全接回来。那么这个时候就成了一个单方的买方市场。那么如果成了一个单边买方市场的话，那个价格会不断不断的升高，那么等价格高到一定程度以后。
主力要把自己低价买入的筹码大量再卖给你，那怎么才能卖给你？我们投资者也不傻，也不笨，对吧？
从十块钱涨到了五十块钱，然后你也知道主力是十块钱的成本，现在五十块钱要卖给你，你会接吗？你肯定不敢接吧。
那他为什么能让你接？
大家想过这个问题吗？打开电视机看看股评。
你就知道了他为什么，因为你就在听公司业绩好。
产品有热点呃，这个企业有热点，然后他开发了什么什么新产品，有什么什么概念，就是这种东西让你感觉哎呀这个这个股票太好了，如果拿着它以后。
还有更高的这个利润空间和更大的利润空间。那我不行，那我得买一点，要不然错过这个机会怎么办？然后呢，再加上有一些这个评论家。
啊，告诉你该股业绩啊业绩好，潜力强，再加上呢有概念啊，未来中长期发展潜力非常巨大，建议投资者中长线持有。
你是不是就持有了，对吧？然后呢，他怎么办？
大家都这么踊跃的去买，那主力干嘛？那还不赶紧卖给你啊，对吧？那还不主力赶紧卖给你。然后大家会发现在卖的过程当中，他会怎么卖？
很多朋友说，那收了根大阴线，是不是主力就卖了，我告诉你主力真派发的时候，他一定不会这么卖。如果收根大阴线，早把你吓跑，你就不敢买了。
他一定会用很温和的方式在高位进行横盘震荡。我们大家都知道我们散户做交易。
你买入股票的一个理由和你卖出的股票的理由是什么？我们绝大多数的投资者朋友买入股票以后，你是亏钱不卖。
不挣钱不卖让你赚钱你就会卖。
大家想一想，我们的交易是不是这样？假如说你现在买了一只股，五十块钱，买了一只股票，这个股票一直在五十五十一、四十九这儿震荡的话，你会不会卖掉？
你一定不会卖，为什么呢？你不赚钱不卖吗？没有达到你的预期目标，你不会卖。
是不是什么情况下会让你卖五十买的股票，突然五十五六十了，你就跑了，是不是这样？还有一种情况会不你不卖的一个原因怎么。
五十四十九四十八四十九，然后因跌一点一点的往下跌，你也不会卖。那么主力就是利用了我们投资者这种心态。
然后他把价格牢牢的控制在，比如说从十块涨到五十，他会把价格牢牢控制在五十块钱左右上下震荡。然后一震荡就是三个月到半年的时间。
然后呢，你也慢慢习惯了这个这个过程，你觉得这个股票很安全，你看不抗跌啊，跌不下来跌不下来，你就不舍得卖。然后再加上外边给你山峰。
啊，外边市场当中的消息在给你删封，说改股业绩好，潜力足，在天天扇着这个风，人家在这儿横盘，外边儿扇着风，你这个股票就坚定持有了。
是不是这样的，然后人家通过三个月也好，通过半年也好，通过甚至通过更长的时间也好，一点一点的卖给你。然后我们很多朋友拿到这种股票以后，还在那儿每天。
很开心很高兴。等着下一波行情的爆发呢，其实你不知道主力已经慢慢的把筹码都转到你手里了。那么有一天当主力的筹码全部转到散户皗里的这一天的时候。
后果是什么？可想而知。接下来就是。
飞流直下三千尺，跌到多少跟我没关系。
How is your money earned by the main force? Know yourself and the enemy, and a hundred battles will never end. We come to the market to speculate. Since we are speculating, we know what speculation is.
Hype is hype.
But are we noisy? No, who is arguing, the main force is arguing.
Because we do not have the ability to speculate prices up or down, who can speculate prices up and down? It is the main force. Why can the main force be hyped, but we can’t?
The reason is simple. We know that there is a thing called a circulating disk in the market, and every stock has its circulating disk. Then this circulation plate is the total number of chips that can be traded in this market.
There is a saying that the scarcity is the most expensive. When there are fewer and fewer tradable chips in the market, then the price is more controllable.
If the chips flow more, then its price controllability is relatively small. This is what we find in the market sometimes the price will rise quickly.
But sometimes, the price is always holding, so what caused this? Even when trading is not active in this market, prices are usually fluctuating.
Then when this transaction is active, the price will fluctuate. So how can price fluctuations be formed? Is trading active? That is, the fewer chips in the market.
The more people who buy and the fewer people who sell, there will be a price fluctuation at this time. People may not understand it this way, and some new friends may not understand it. Let me give you an example.
Arctic.
Now you are a businessman and you want to do the egg business. How do you want to monopolize the eggs in your city?
The first step is to collect all the eggs from the chicken farms around your city. After the collection, you will not supply them.
Are there fewer and fewer eggs in the market in your warehouse? At this time, is the demand in the market growing, and many people want to buy eggs, do they want to eat them? He wants to buy. At this time, you just don’t sell it.
Then the price of eggs is affected by the relationship between supply and demand. Is the price of eggs more and more expensive? At this time.
You didn't sell eggs for five yuan, and the market has fewer and fewer eggs. Then you can sell them for six dollars, seven dollars, and eight dollars. Even if you say I want to sell eggs for 100 yuan a catty, how to do it?
Then the natural transaction in this market definitely cannot form this price, what should I do? You need to create themes. Just talk.
Find a reason, find a subject, and say what kind of benefits the ability to eat eggs will bring to our lives, or what positive impact it has on our health.
At this time, some bosses felt that eating eggs was so good, but now the eggs have begun to have their value. Then I want to sell it for one hundred yuan a jin, you see if you can sell it.
Okay, because as long as someone is willing to spend 100 yuan to buy your egg, then your egg price can be set at 100 yuan, because there is a deal? Right? If you sell it for 100 yuan, someone buys it for 100 yuan, and the price of the egg will be sold at 100.
So as long as there is a transaction, everyone will slowly recognize the price. That's why the price is up. So how do we operate our market? The same is true.
In the first step, the main force must buy as much of the chips in the circulation as possible into their own hands. The more chips he buys on this circulation plate, the fewer chips he has in circulation.
At this time, the price is more manipulable. As long as there is still demand, the price will inevitably rise.
So we know what the first step of the main force is to do, which is called opening a position. What is the purpose of opening a position? It is to put most of the chips in the circulation plate, he tried his best to hold himself here.
And usually the price is very low at this time, because the price will not rise very high before the hype. He will buy a large amount of low-cost chips at a very low price. This process is called opening a position.
Then think about it, if the price is very low, then the investor is willing to sell this bargaining chip to him at a low price, it must be unwilling. But how can he be at a very low price.
Buy your chips, there is only one way to scare you.
Out all kinds of news.
Use the negative things in various markets to stimulate you, so that you dare not hold this stock anymore, and then let you reluctantly sell it to him.
We often see it in the market, right? Why do many of our friends say that I have been carrying it for a long time, I have been carrying it for half a year, I have been carrying it for a year, I really dare not carry it here, right? The market felt like it was going to collapse, so I didn't dare to carry it. I sold one of my own.
The price has risen. What is the reason? Are you really unable to hold it? No, it is affected by external factors in the market. You if you.
If you don't hear anything outside the window and don't know anything, I believe you will hold it. It is precisely because you go everywhere to inquire about the news, to read the news everywhere, and to read so many things, once they are used by the main force, you happen to sell it.
If you don’t post anything, I believe you won’t sell it either.
Is it true that after selling to the main force, after the main force has bought a large number of chips at low prices, then there are fewer chips in the market? What should I do at this time?
It's impossible for the main force to hold so many chips to keep it. What does he need to do? He needs to pull the price from low to high to sell it, and then get the difference from it. The main force is also doing this.
What then? Pull up.
Right, he wants to raise the price. Then in the process of pulling up, because there are very few chips outside, as long as he wants to buy and sell.
It's very rare, right? Because if you want to sell it, you have already sold it. Then if the price is raised again, fewer and fewer people will sell, because all the people who sell the chips will be.
He will take them all back. Then it becomes a unilateral buyer's market at this time. So if it becomes a unilateral buyer's market, that price will continue to rise, so wait until the price reaches a certain level.
The main force wants to sell you a large amount of chips that they bought at a low price. How can they sell it to you? We investors are not stupid, nor stupid, right?
It has risen from ten dollars to fifty dollars, and then you also know that the main force is the cost of ten dollars, now fifty dollars are sold to you, will you take it? You must be afraid to pick it up.
Then why can he let you pick it up?
Have you thought about this problem? Turn on the TV to see the stock reviews.
You will know why, because you are listening to the company's good performance.
Products have hot spots. Uh, this company has hot spots, and what new products and concepts it has developed? It is this kind of thing that makes you feel that this stock is so good, if you hold it in the future.
There is a higher profit margin and a greater profit margin. Then I can't, then I have to buy some, or else what should I do if I miss this opportunity? Then, there are some critics.
Ah, let me tell you that the stock has good performance and strong potential. In addition, there is a concept that the future medium and long-term development potential is very huge. It is recommended that investors hold the medium and long-term.
Do you just hold it, right? Then, what would he do?
Everyone is so eager to buy, what is the main force? Then don’t hurry up and sell it to you, right? That is not the main force to sell you quickly. Then everyone will find out how will he sell during the selling process?
Many friends said that if you receive a big Yinxian, will the main force sell it? I will tell you when the main force really distributes it, he will definitely not sell it like that. If you take a big Yinxian and scare you away early, you will not dare to buy it.
He will definitely use a very gentle way to swing sideways at high positions. We all know that our retail accounts do transactions.
What is one reason you bought the stock and the reason you sold the stock? After most of our investor friends buy stocks, you lose money and do not sell.
If you don’t make money, you will sell if you make money.
Think about it, is this our transaction? If you buy a stock now for fifty yuan, you bought a stock, and the stock has been fluctuating between fifty-one and forty-nine, would you sell it?
You must not sell, why? Don’t you sell if you don’t make money? You will not sell if you do not reach your desired goal.
Isn't it possible under any circumstances that you will sell the stock you bought at fifty, suddenly fifty-five or sixty, and you ran away, right? There is also a situation where there is no reason why you do not sell.
Fifty forty-nine, forty-eight, forty-nine, and then you will not sell because of the decline. Then the main force is to take advantage of the mentality of our investors.
Then he firmly controlled the price, for example, from ten yuan to fifty yuan, he would firmly control the price to fluctuate around fifty yuan. Then a shock is three months to half a year.
Then, you gradually get used to this process. You think this stock is very safe. You can't resist the fall. If you can't fall down, you can't fall down. You are not willing to sell. Then add the mountains outside to you.
Ah, the news in the external market is being deleted for you, saying that the stock reform has good performance and full potential. It is fanning the wind every day, people are here sideways, and the wind is fanning outside. You will firmly hold this stock.
Isn’t that the case? Then, whether it’s three months, half a year, or even a longer period of time, it’s better to sell it to you bit by bit. After many of our friends got this stock, they were still there every day.
Very happy, very happy. Waiting for the next wave of market to explode, in fact, you don't know that the main force has slowly turned all the chips into your hands. Then one day when the main chips are all transferred to this day in retail investors.
What are the consequences? One can imagine. The next step is.
Fei Liu went down three thousand feet, and it didn't matter how much I fell.

炒股机器人有多厉害How powerful is the stock trading robot

2021-02-15

你知道为什么说散户在这个市场里越来越不可能挣到钱吗？因为咱们这个市场里有一个东西在越来越成熟，它叫做量化投资，也就是机器在完成这个交易，就是把择时选股的策略写成算法，用数学模型。
人的主观判断，然后用机器操作呢代替人来交易，它能从海量的历史数据当中挑选出那些能带来超额收益的大概率事件来制定投资策略。当然他也会计算价值模型。
也能发现套利机会。所以你会发现一个量化私募基金的，它就特别像一个顶级的技术流派的选手，对吧？他看盘面无敌嘛，同时呢他有几个特点。
第一个特点呢就是纪律性强，对吧？他绝对不受情绪的干扰。你的策略和方法是怎么建模的，他就怎么执行。第二个就是它系统性，它不光可以包含多个品种，它可以包含多种策略。
最重要的是它能够处理海量的历史数据模型。当然了，第三实际上就是快，你永远不可能跟机器拼手速吧。好，你是一个高手，你做出了一个判断，在你手指还没碰到键盘的时候。
他的交易都已经做完了，所以因此套利绝对套不过他。但凡有一个瞬间出现一点点套利机会，全都被他抹平了。再有就是你一定赌不过他。因为机器永远是概率论完美的执行者嘛。
所以我们说量化交易挣谁的钱，或者说你说这个市面上谁的钱最好挣，就是那些依靠技术流派做短线交易的散户，如果让你常态化的去跟精密计算的机器去做对手盘。
觉得长期来看，谁会赢，就以相同的策略来讲，你的钱都会慢慢的被他赚走。因为什么呢？因为他不出错，更何况他的策略和他的经验有可能是比你高的。
所以我们从来不提倡个人投资者沉迷于技术流派的这些知识，也不建议散户去持有个股。就是因为事实上这些技术流派层面的钱都是被量化交易赚走的。
因为这部分钱是这个市面上好挣的钱。那这个市场上基本面流派的钱是相对难赚的。所以你会看到有这样一种趋势，就是在二零一七年到去年的这段时间，咱们国内的头部顶级的量化私募基金，它是能。
赚取大量的超额收益的，而且风险非常低。换方量化三年的时间收益是百分之百嘛，三年的时间翻了一倍，但是最大回撤不超过百分之四。什么概念？用债券基金的稳定性。
出了股票基金的收益，就是因为这个市面上技术流派的钱太多，散户还太多。但是当这个市场上机构越来越多，散户越来越少的时候，你会发现量化交易它的。
收益趋向于平稳，他没有办法再获得像以前那么高的超额收益了。最终它会趋向于什么呢？它会趋向于这个市场的无风险收益率。就是如果这个市场上所有的钱都是极端理性的话，量化投资的净值曲线。
会越来越平稳越来越平稳。另外还有一个必然的趋势就是量化私募基金的巨头效应。你看咱们国家量化投资发展才几年呀，就已经出现了市场上排名前二十的量化私募基金。
它占有了整个量化交易市场的百分之六十的规模，这很好理解，资源向头部集中。这个趋势在机器交易上面体现的更明显。上帝扔骰子嘛，对吧？这个世界本来就是不公平的。
二零一七年，也就是四年之前这个市场上的量化私募还只占整个证券私募的百分之五左右。但是截止到去年底，这个数量已经扩大到百分之十五了。
电话私募基金的规模已经超过了五千亿，这五千亿都是高频交易啊。你可以形象的理解它就是散户在进行交易的时候，你有大概百分之二十的操作，对手盘都是机器人，就是你每买卖五只股票，其中就有。
一只股票是由机器给你完成买卖的，所以你看我为什么说不要沉迷于每天盯盘，每天复盘这个市场上的超额回报，也就是阿尔法回报一定是由少数人给你带来的。
绝大多数的人都没有办法把自己训练成天才，所以呢尽早承认自己不是天才。我们能表达的最负责任的态度就是不要白白给量化私募基金送钱了。
除非你自认为说我就是天选之子。
Do you know why it is increasingly impossible for retail investors to make money in this market? Because there is something in our market that is becoming more and more mature, it is called quantitative investment, that is, the machine is completing this transaction, that is, the strategy of selecting stocks at the time is written as an algorithm and a mathematical model is used.
Human subjective judgment, and then use machine operation instead of human to trade, it can select those high probability events that can bring excess returns from massive historical data to formulate investment strategies. Of course he will also calculate the value model.
Arbitrage opportunities can also be found. So you will find a quantitative private equity fund, it is especially like a top technical genre player, right? He looks invincible on the board. At the same time, he has several characteristics.
The first feature is strong discipline, right? He is absolutely not disturbed by emotions. How your strategy and method are modeled, he will execute it. The second is that it is systematic, it can not only contain multiple varieties, it can contain multiple strategies.
The most important thing is that it can handle massive historical data models. Of course, the third is actually fast. You will never be able to compete with the machine at hand speed. Well, you are a master, you have made a judgment before your finger touches the keyboard.
His trades are all done, so arbitrage is definitely not enough for him. Whenever there was an opportunity for a little arbitrage in an instant, it was all flattened by him. Besides, you must bet against him. Because the machine is always the perfect performer of probability theory.
So we say who earns money from quantitative trading, or you say who earns the best money on the market, is those retail investors who rely on technical schools to do short-term transactions, if you let you normalize and compete with precision computing machines plate.
In the long run, whoever will win will use the same strategy, and your money will be slowly earned by him. Because of what? Because he does not make mistakes, not to mention his strategy and his experience may be higher than yours.
Therefore, we never encourage individual investors to indulge in the knowledge of technical schools, nor do we recommend retail investors to hold individual stocks. It is because of the fact that the money at the level of these technical genres is earned by quantitative trading.
Because this part of the money is good money in the market. It is relatively difficult to make money from fundamental schools in this market. So you will see such a trend, that is, during the period from 2017 to last year, our top domestic quantitative private equity fund, it can.
Earn a lot of excess returns, and the risk is very low. The quantification of the three-year time of the exchange is 100%, and the three-year time has doubled, but the maximum drawdown does not exceed 4%. What concept? Use the stability of bond funds.
The return of stock funds is due to the fact that there is too much money in the technology genre on the market and there are too many retail investors. But when there are more and more institutions in this market and fewer and fewer retail investors, you will find quantitative trading.
The income tends to be stable, and he has no way to obtain such a high excess income as before. What will it tend towards in the end? It will tend towards the risk-free rate of return in this market. That is, if all the money in this market is extremely rational, quantify the net investment curve.
It will become more and more stable. Another inevitable trend is to quantify the giant effect of private equity funds. Look at our country's quantitative investment development in just a few years, and there have been top 20 quantitative private equity funds in the market.
It occupies 60% of the scale of the entire quantitative trading market, which is well understood, resources are concentrated to the head. This trend is more obvious in machine trading. God throw the dice, right? The world is inherently unfair.
In 2017, four years ago, quantitative private placements in this market accounted for only about 5% of the entire securities private placements. But as of the end of last year, this number has expanded to 15%.
The scale of telephone private equity funds has exceeded 500 billion, and these 500 billion are all high-frequency transactions. You can visually understand that when retail investors are trading, you have about 20% of the operations, and the counterparties are robots, that is, for every five stocks you buy and sell, one of them.
A stock is bought and sold by a machine, so you can see why I said don’t indulge in the daily indexing. The excess returns in the market, that is, the alpha return, must be brought to you by a few people.
Most people have no way to train themselves to be geniuses, so admit that they are not geniuses as soon as possible. The most responsible attitude we can express is not to give away money to quantitative private equity funds.
Unless you think that I am the chosen one.

股典钟炒股机器人系统电脑版行业投资资讯：太阳能发电技术Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Solar Power Technology

2021-02-11

光伏行情继续，前面分享的光伏支架、逆变器等延续强势，并且还有利好。近期，能源局提出，二零二一年我国风电、太阳能发电和。
合计新增一点二亿千瓦的目标，这是指向哪里？就是太阳能发电。从产业链来看，光伏的行情已经从组件过渡到了太阳能电站。
组建的龙头隆基股份两年涨了八倍。那么接下来谁会是光伏发电的龙头，马上揭晓。
要说光伏背后大的战略，其实还是能源结构的变革。这在前不久的气候雄心峰会上面已经明确到二零三零年新能源在能源结构中的占比。
要达到百分之二十五，我们目前的新能源占比是百分之十四，渗透率还有接近一倍的提升空间。而从电力行业来看，目前。
太阳能发电占比只有百分之一点五六，要完成新能源替代化石能源的目标，未来就要想办法提高太阳能电力的占比。
毫无疑问，这方面的增长空间非常大。
在发电成本方面，年初光伏的度电成本已经与煤电成本接近，而最近动力煤价格大幅上涨，这就导致煤电成本明显增加。
与光伏相比，已经完全失去了竞争力。
同时，动力煤涨价也让我们意识到未来煤电企业面临的困境。再看光伏未来的度电成本仍然还有下降空间。所。
所以未来的电力行业机会就在太阳能发电，谁能抓住这次行业的变革，那么谁就有可能成为未来电力行业的龙头。
其中一家公司就是以光伏电站运营为主。目前公司光伏电站规模约五g 邷国内第一，并且公司利用自身优势。
已经锁定了十二g 瓦的优质光资源项目，这为公司的持续增长提供了保障。相信在未来这场能源变革中，公司的行业地位将。
The photovoltaic market continues, and the previously shared photovoltaic brackets and inverters continue to be strong and beneficial. Recently, the Energy Administration proposed that my country’s wind power and solar power generation will be combined in 2021.
The goal of adding 120 million kilowatts in total, where does this point? It is solar power. From the perspective of the industrial chain, the market for photovoltaics has transitioned from modules to solar power plants.
The shares of Longji, the established leader, have risen eightfold in two years. So who will be the leader of photovoltaic power generation next will be announced immediately.
To say that the big strategy behind photovoltaics is actually the transformation of the energy structure. This has been clarified in the recent climate ambition summit to 2030 the proportion of new energy in the energy structure.
To reach 25%, our current share of new energy is 14%, and there is still room for nearly double the penetration rate. From the perspective of the power industry, at present.
Solar power generation accounts for only 1.56%. To achieve the goal of replacing fossil energy with new energy, we must find ways to increase the proportion of solar power in the future.
There is no doubt that there is huge room for growth in this area.
In terms of power generation costs, the cost of photovoltaic power at the beginning of the year has been close to that of coal power, but the price of thermal coal has risen sharply recently, which has led to a significant increase in the cost of coal power.
Compared with photovoltaics, it has completely lost its competitiveness.
At the same time, the price increase of thermal coal also makes us aware of the difficulties faced by coal power companies in the future. Looking at the future cost of photovoltaic power, there is still room for decline. So.
Therefore, the future power industry opportunity lies in solar power generation. Whoever can seize the industry's transformation will be the leader of the future power industry.
One of the companies is mainly engaged in the operation of photovoltaic power plants. At present, the scale of the company's photovoltaic power station is about 5g, which is the largest in China, and the company uses its own advantages.
A high-quality light resource project with 12 g watts has been locked, which provides a guarantee for the company's continued growth. I believe that in the future energy revolution, the company's industry status will be.