At the opening of Big A today, Dongfang Communications is undoubtedly a stock that has attracted much attention. After all, the popularity of discussions during the two-day weekend last weekend has been rising, indicating that the popularity is soaring.
However, most retail investors still adhere to the strategy of watching more and moving less. Although there are so many people who sing more on weekends, they dare not take advantage of it.
As time goes by, in today's collective bidding stage, Dongfang Communication opened at a high of 6.53 yuan +5.56%. Such bidding seems to be the top trend.
At 9:30, the market officially opened, and the time-sharing line began to jump. Dongfang Communications began to dip downwards in the first minute. After opening so much higher, it was obvious that there were funds to successfully arbitrage and leave, but the drop was not deep, just down three points.
money.
The trading volume reached about 15 million one minute after the market opened. Then in the next minute, large orders of 10,000 lots continued to surge upward. The trading volume quickly expanded to more than 50 million, and the time-sharing line also surged all the way.
At around 9:33, the stock price of Dongfang Communications reached 6.79 yuan, an increase of +9.69%, which was already approaching the daily limit.
Just when investors thought they were going to stop quickly, they turned around and plunged sharply. The decline was accompanied by continued heavy volume. At about 9:35, the increase narrowed to +6%, directly breaking through the intraday time-sharing.
Average price line.
There were several times more barrages on Dongfang Communications' time-sharing interface today than usual, and the comment area was also very popular.
"The ups and downs are so exciting!"
“A good chicken and duck that both bulls and bears are competing for~”
"The main force is obviously pushing up shipments, just wait to be tricked!"
"Be optimistic about life and death. If you don't accept it, just do it. Bet it will be two or three. If there are three, there will be five, and if there are five, there will be seven!"
"It'll come down quickly, don't think too much!"
"The main force is pumping and selling, and it's almost over 100 million!"
"Tiantian's left hand falls over his right hand!"
"Please start your performance. I will just watch you pretending to be a show-off. If I buy one of your shares, I will lose..."
…
The barrage and comment area are noisy, while Dongfang Communication is continuing to increase its volume, and is currently oscillating back and forth in a narrow range on the average price line of the intraday time-sharing chart.
And this pattern only lasted for about ten minutes. The next scene made those who didn't get on the bus still feel a little regretful and secretly patted their thighs.
At around 9:45, the Dongfang Communication target once again received 20 million funds, and its time-sharing line shot straight up vertically, with the stock price hitting 6.81 yuan, an increase of +10.02% and the daily limit.
After the board was closed, the number of closed orders quickly reached more than 500,000 lots.
Dongfang Communications successfully entered the second board and third board!
"Is the board closed?"
"I'm really going to get into second place and third place!"
"Wori, the bidding went away, sell it directly, it's your monkey's fault!"
"Come on, come on, how do you recite that formula? The second board determines the dragon's head, the third board determines the demon stock, if there are three, there must be five, Dongfang's message is sent to me!"
"Damn it, this guy is not pumping and dumping, he is the main force trying to raise funds, and the barrage comments are all a bunch of cheating stuff."
"Calm down, old man, big A is like this. It goes up because you didn't buy it, and it goes down because you bought it. If you want to understand this truth, you will know that if you don't buy it, you will make money..."
"There's nothing wrong with it. If you hesitate, you will lose. If you are decisive, you will be in vain. It's too difficult to make some money in Big A... [face covering]"
…
Dongfang Communications closed the daily limit very strongly 15 minutes before the morning trading, successfully breaking out of the three-plate market.
Not long after the market closed at the daily limit, the 5G and communications sectors also began to move up, but it was still not obvious. The response of other funds in the market was actually quite slow. The transmission of funds also takes time, and only a small amount of funds rushed to raise funds quickly.
There is no doubt that Dongfang Communications is going very strong, but for now, the strength of this stock is not enough to drive the entire sector. It’s not that big funds can’t see it, but the market is too small to accommodate much funds. Tiansheng Capital
This is a good example. There is no shortage of money, but now it is really impossible to increase the holdings. If you continue to buy, you have to raise your card to 5%.
At around 10 o'clock, most funds in the market finally began to pay attention to the 5G and communications sectors. At this time, ZTE, the real industry leader, began to have large funds continue to enter the market, and drove the stock price to rise all the way, reaching a maximum of +8.63
%, the stock price has therefore exceeded 18 yuan in one fell swoop, and at the same time, the increase in Hong Kong stocks has reached +11.35%.
The 5G sector also continued to surge by 3.73%. The surge in the communications sector also ignited technology stocks and further drove the market to rise.
In the new week, the performance of Big A on the first trading day was pretty good, and the Shanghai Stock Index was stable and did not fall at least today.
…
At the same time, Tiansheng Capital Headquarters.
In Lu Ming's office, Qi Wei, who is in charge of the overseas market at the moment, is interviewing him about work matters, mainly reporting to Bo SS on the overseas layout, especially short selling of secondary concept stocks.
"The short selling of Zhonggai stocks has made a lot of money this time, but the allocation of gold is not impressive." Qi Wei said.
"Don't worry about gold. It can't fall anymore. In the current situation, it can't fall." Lu Ming said with a smile, and after a while he added: "The market should reverse in two months, not just in the domestic capital market."
, the same goes for Zhonggai stocks, so it’s time to start a long flip layout.”
The two of them were sitting on the sofa in the office rest area. Lu Ming was making tea leisurely, and while pouring a cup for Qi Wei, he said: "What do you think of the future of Jingdong company?"
Speaking of which, Jingdong's stock price reached a new low last week. The current price is US$31.42, with a total market value of about US$470.
"Jingdong?"
Qi Wei, who was sitting next to him, was surprised when he heard the boss ask this question. After a moment, he said thoughtfully: "How should I put it, as far as the company itself is concerned... Speaking of this, it reminds me of
The founder of the company said something.”
"What did you say?" Lu Ming lowered his eyebrows and took a sip of tea.
"He said: It would be a very bad thing if we in Jingdong make a lot of money." Qi Wei immediately looked at Lu Ming and continued: "I heard this sentence once in traditional business."
Lu Ming, who was holding the tea cup, tilted his head slightly and looked at Qi Wei and said with a smile: "You are referring to the Wal-Mart Group."
Qi Wei also smiled and nodded: "Yes, Wal-Mart has told this story. Wal-Mart believes that it should maintain very low profit margins in order to maintain its long-term healthy market share and put huge pressure on competitors. This is also the case.
Yes, there is also a certain amount of profit. Jingdong has no actual profit today, but the profit problem is not big."
This company has not made a profit for more than 10 years. Last year's performance report did show a turnaround, but it was insignificant.
Lu Ming couldn't help but cross his legs and said: "Whether it's Jingdong or Wal-Mart, the business logic is quite simple. Build your own moat with extremely low profits. Many people develop new products and just want to make huge profits as soon as they enter the market. This is long-term.
No, you will soon find more competitors entering the market. If you enter the market with very low profits from the beginning, many people will see that there is no profit and not many people will want to do it, so the competition will naturally be much smaller."
After hearing this, Qi Wei couldn't help but said: "What does the chairman mean by planning to invest in the company for the long term?"
Tiansheng Capital is now shorting Jingdong and a series of Zhonggai stocks. In principle, they are all about making a profit and running. It is a speculative strategy rather than a long-term strategy.
Lu Ming said with certainty: "Invest for the long term. There is no conflict between going short and going long. At that time, you can arrange for your analysts to make a research report and rating for Jingdong, and set the target price to around US$100."
Well, wait for me to notify you when."
100 dollars?
Qi Wei couldn't help but be surprised by these words. A stock price of US$100 means that Jingdong's future market value will reach about US$150 billion.
The current stock price of Jingdong starts at 31 US dollars, and it is very likely to fall below 30 US dollars according to the current trend. I didn't expect Bo SS to be so optimistic.
In fact, what Lu Ming didn't say was that Brother Dong was going to Laomei at this moment, but he was jumped by the immortal, which also caused Jingdong's stock price to plummet.
Lu Ming estimated the time and found that it only happened in the past few days. The day when Brother Dong was jumped was when Tiansheng Capital was in full swing.
At that time, we must stand up and support Jingdong, and directly open a position in Jingdong with Tiansheng Capital. Dong Ge was jumped, and Jingdong's stock price crashed. Isn't this a joke? As long as the company's model does not change, the logic will not change.
.
If something happens to Brother Dong, what does it matter to me, Jingdong?
Of course, founders are important, but as long as the founder's ideas can be continued, there will be no problem. Most companies have not reached the point where they cannot survive without Lu Ming like Tiansheng Capital.
There is no doubt that the next wave of flash crashes in Jingdong is a classic "chairman accident concept" stock. Because the chairman's accident caused the stock price of the listed company to plummet, it was knocked out of the gold pit. Such examples are not just Jingdong, there are many
.
For example, the chairman of Xingcheng Holdings had a personal incident that caused the stock price to fall to the limit continuously, creating a gold pit. Lu Ming also has an impression of this. Next year, it will hit the limit four times. Tiansheng Capital will definitely make a profit by then.
Pen, the good thing of picking up money should not be wasted.
