I am Tian Ge, and the style here can be summed up in one word: Stable
I am Tian Ge, and the special service here can be summed up in two words: Professional
1, Tian Ge’s casual chat There is a typhoon in Guangzhou. Many people are waiting for this typhoon feeling: afraid it won’t come, and afraid it will come chaotically! Isn’t it similar to the recent market situation, afraid the index won’t drop, and afraid that even if the index rises, their holdings won’t increase! Yesterday, I saw a fan in the comments saying that the money they earned before was lost in September! Tian Ge feels very pained by this! However, looking back at September’s articles, the rhythm of the articles was very full, and I don’t know how some people ended up losing money! Yesterday was very gratifying! Because the readership of this account is almost the same as another one, indicating that most people are starting to return! Today, I will focus on the homework of the articles! To avoid many people reading the articles without understanding! First, let’s all do an exam question. Which has the highest score? It should be the big questions or the final questions! Have you taken good notes? It is the big question! Not the previous multiple-choice or judgment questions. Those are just minor issues that should be escaped when the situation looks bad the next day! However, some people treat the 2-point judgment questions as treasures to discuss, while forgetting the 40-point big questions! In summary: Can’t grasp the key points! How does the big question’s homework come about? Tian Ge usually discusses logic in depth, especially on weekends when updating the directions Tian Ge is optimistic about, which are scoring items! Look, Tian Ge has analyzed explosives in depth, analyzed small victories, analyzed the three fools of Yushu, and analyzed the three phases of the big fund!
For example, on a recent Saturday, I only talked about: the semiconductors of the three phases of the big fund! I believe at that time, Tian Ge was the only one discussing it online, and I also provided a package for everyone! Let me explain how to play some packages flexibly in the past? By doing this, you don’t need to put all your eggs in one basket, which reduces risk!
For example: Internet finance+semiconductors
The arrow position is actually when Tian Ge was analyzing! Remember history, look back! Now everyone knows how to score high on the exam, right? In these two weeks, have semiconductors risen well? In fact, stock trading is very simple, follow the right people, and go in the right direction! Don’t be indecisive, thinking this is good today, and that is good tomorrow! The big question’s score must be the highest, especially in terms of medium-term logic and wave logic! Semiconductors have continued the hype of solid-state batteries, and it is basically institutions banding together to act! Equipment: The photolithography machine is the first to be hyped! Then, the mid-sized military stocks catch up. Zhongwei, Zhongxin, Zhangjiang, and others have all risen in the past two days! Secondly: Material side: photoresist, sputtering targets and others have also risen today! Then other categories, for example, recently Micron has limited production, and storage chips have increased in price, so storage chips have been rising continuously for the past two weeks! Some people will definitely ask, is this just picking up the leftovers, cutting leeks? Here, Tian Ge only tells you that when I explained the three phases of the big fund, I shared a picture showing the time and increase of the first and second phases of the big fund! If you had trusted Tian Ge back then, recently, you would have been happy no matter what! If you had any doubts back then, recently, you would be at a loss! Technology stocks are dominant, and I can only say that the semiconductor market is far from over! But many people know that semiconductors are like bad boys; if you pursue them poorly, you will get trapped! Doesn’t this require professional interpretation? For example, this morning, Tian Ge discovered opportunities in photoresist! Are you all looking forward to the “Undercover Lecture Hall” opening soon? The current progress is that the APP will be uploaded to the application store by the end of the month, and it will take about a week to pass the review, then it can be opened! Other directions: Quietly, Tian Ge saw that today optical modules have completed horizontal consolidation, and the turning point should be in these two days, will it choose to go up or down? Again, understand what was discussed earlier, the institutional banding market, don’t look at companies with a market value below 6 billion, which institutions are not interested in!2, Today’s market leader sorting
Integrated circuit equipment: Changchuan Technology
Sputtering targets for semiconductors: Jiangfeng Electronics
Photoresist: United Chemical
Advanced packaging: Tuo Jing Technology
Cultivated diamonds: Huanghe Xuanfeng
AI computing power: Oriental Pearl
Disclaimer: The information on this page is organized by Jiang Chongyong (A0160625090009), an investment advisor at Beijing Gelonghui Investment Consulting Co., Ltd. This commentary is for reference only and does not constitute a direct basis for any investment decision. Investors should bear all risks and responsibilities arising from operations based on this commentary. This commentary has passed the review process. The review department is [Beijing Gelonghui Compliance Department].
