Market Overview:
Many people have asked: Should we sell before the National Day holiday? Should we run away?
Remember, no short holiday will change the market trend. If the market was rising before, it will continue to rise after the holiday. If it was falling, it will still fall after the holiday.
Did the 8-day holiday change the Chinese economy? Change national policies? Change industrial logic?
Whether we sell before National Day does not depend on whether the market rises or falls historically after National Day! It depends on what we have bought. Whether our stocks rose or fell before National Day.
If your stock has a good upward trend, hold it through the holiday. If your stock fell due to divergence before the holiday, sell it and hold cash through the holiday!
Do not use any big data or metaphysics to judge the future, as it is meaningless~
The future is a fog, and cannot be accurately predicted, but we can judge the present, and assess whether our stocks are worth holding!
This Tuesday, at the worst point of the market decline, I firmly told everyone that the decline was over!
We always tell everyone that bull markets often have sharp declines, but declines are opportunities because bull markets do not easily turn around and end~
I even emphasized the importance of sectors that resonate with the market, as they will become the new main lines in the future~
When others are afraid to act, you should act. When others are overly optimistic, we should proactively end, in order to profit in the market~
In a market that is too active, to the point of needing to be actively suppressed, if you are still pessimistic, then when will you invest in stocks? In a bear market?
If you cannot accept any short-term fluctuations, then you can only buy bank wealth management products~
In the future, funds withdrawn from sectors that have risen sharply will be reallocated to other main lines. When all main lines have risen high, we will hold cash or light positions, waiting for the bear market.
When others are losing in a bear market, you hold cash. Wait for the real bottom to buy! This is the strategy we should adopt in each cycle~
If you can buy at every lowest point and sell at every highest point… then who would still go to work?
In hindsight, everything seems right. Try making some trades yourself, and you will likely find that costs keep rising.
Therefore, for ordinary investors who do not have strong market sense and trading ability, the best strategy in a bull market is to buy and hold, firmly holding on until you can cash out!
Being right does not mean acting right, acting right does not mean holding a large position, even if you are right and hold a large position, you must hold on!
The road of the bull market is still long, and we grow as we walk~
1. Chip Semiconductors
When the chips were oscillating and falling last time, there was a lot of noise, but we firmly remained bullish on semiconductors~
Yesterday morning, we emphasized our bullish outlook on the entire chip industry chain!
When no one was paying attention, we were focused~ We specifically mentioned that every bull market in semiconductors is accompanied by a technological feast~
Remember, making money requires: 1. Bull market 2. Choosing the right direction 3. Holding a large position 4. Holding on 5. Finally cashing out!
Success does not have to be attributed to me; I hope everyone does well~ If you have made a profit, the credit is not ours, but the bull market, and your choice is the key to success~ We only play a trivial role~
No more to say, the chips are accelerating, waiting for selling points to appear!
2. Energy Storage
At 60 yuan, I firmly remain bullish on Sungrow Power Supply! Throughout the process, I have never changed my viewpoint! Always bullish, never shaken!
Don’t be fooled by today’s mere 7% increase~
7% of 150 yuan is 10 yuan per share~
If your cost is 60, today it is 16%~
Real profits are not made by panicking when the price rises 5%-10% in the early stages~
Real profits require endurance, not just enduring in a bear market, but also enduring in a bull market!
Every successful person is often misunderstood, is lonely, and has walked through hell and eventually emerged!
Is a 20x price-to-earnings ratio really high? It depends on the perspective~ For energy storage, we also consider it one of the six core tracks, and remain firmly bullish on energy storage!
3. Cobalt Mining
We have never changed our bullish logic on cobalt mining~
Today, once again reaching a new high, we remain bullish on cobalt prices until the end of the year!
It is not over yet; we continue to pay attention~
4. Gaming
The only sector we chose in consumption that is included in the main line is gaming~ Our core main line includes gaming~ The gaming industry is our core main line, and we continue to pay attention~
5. Wind Power
Wind power is an important part of our six core main lines~ Hard technology (computing power, chips), non-ferrous metals, wind power, energy storage, innovative drugs, gaming! Six core main lines! Wind power is one of the core main lines, and we continue to pay attention~
6. Fruit Chain
It has rebounded! Before Luxshare’s recent rise, we repeatedly emphasized that Luxshare is stronger than GoerTek and Lens Technology! Luxshare and Sungrow Power Supply are very similar; Sungrow is inverters, and Luxshare is in the fruit chain, now also part of the NVIDIA and OpenAI supply chain~ We emphasized long ago that it would reach a historical high! A new high is not the end!
7. Photovoltaics
I have never been bearish on photovoltaics, nor have I ever removed my attention! However, the positive news has indeed been slow to materialize, affecting short-term stock prices~ Especially with futures liquidation~ First, in the photovoltaic sector, I have always emphasized stable Sungrow Power Supply and aggressive silicon material~ Our focus remains unchanged; photovoltaics are not the main line, but an important branch. We firmly believe that the A-share market is a policy-driven market, and reversing the trend can only succeed, not fail~
A-shares: Stable (Sungrow Power Supply) Aggressive (Tongwei Co., Daqo New Energy, Deyi Co.) Photovoltaics will also have a main rise similar to semiconductors today, just the timing is uncertain! For AIDC, there is another company waiting to grow; I wonder if you are willing to grow with it~ Last year, we opened the circle, and some friends have made it to today; I believe time can help us grow~ Friends who are willing to communicate further can follow the QR code below:
Note:This article is merely a record of personal investment thoughts.The stocks mentioned are not recommendations; trading based on this is at your own risk.LikeJiang Cheng‘s articles, please follow, like, and share!Wishing: New and old friends make progress every day and earn money within their understanding!