Last week's market is over, and many friends have the heart to cry.
Because last week's market is a typical structural market, all the funds have poured into the artificial intelligence AI track, with this concept, like ascending to heaven, without this concept, most stocks are basically adjusted for a week.
Many retail friends have lost a lot of money and are desperate.
Of course, everyone still has to be clear that because the artificial intelligence AI track is too crazy, this week's pullback should be inevitable.
So don't worry, friends, opportunities are reserved for those who are prepared.
The concept of asset restructuring is still quite hot recently, everyone should pay more attention to this aspect of the news, the future market, this direction of the individual stocks will definitely be out of the big monster stocks.
Looking at the historical record, Phoenix Optics in 2021 issued a major restructuring announcement, announcing the acquisition of semiconductor companies, and after the resumption, the stock price pulled 11 price limits in one go.
In 2014, after CRRC released the news of its restructuring, its stock price rose from more than 3 yuan all the way to more than 39 yuan, and the stock price has increased nearly 10 times.
As for the recent AVIC measurement, it is not to mention, the instantaneous pull has increased by 6 times.
The theme of A-shares will change every year, the main line is even more confusing, the only constant is the concept of restructuring, which is always thunderous, and every year is a frequent occurrence of cattle stocks, never absent.
It is foreseeable that there must be a big bull of asset restructuring this year, and AVIC is only the beginning, not the end, and the big bull stocks that exceed the rise of AVIC will not only have, but even a lot.
Our current task is to explore and pay attention, once we find the potential of individual stock changes, we can not hesitate to deploy and intervene.
Because after the restructuring, the company's fundamentals will change a lot, giving the market enough room for imagination, and the institution will certainly not miss such a good storytelling opportunity.
Now what are the directions that deserve our attention, today I will discuss with you, I hope to play a certain role in your stock selection ideas.
Today's talk is about the merger of the two electrics, that is, the merger of China Electronics and China Electronics Technology.
First of all, I have to say that China Electronics and China Electronics Technology, as the "information and innovation national team", have always attracted much attention, and after entering 2023, the expectation of the merger of the two electric companies is even stronger.
In September last year, the State Council Leading Group for the Reform of State-owned Enterprises held a three-year action to consolidate and deepen the reform of state-owned enterprises and make up for shortcomings.
And the meeting encouraged more enterprises and regions to form a new pattern of one industry and one enterprise.
It is clear that the businesses of the two companies overlap and complement each other.
China Electronics is a wholly state-owned super-large group company directly managed by the central government, and the only central enterprise with the network information industry as its main business specified by the State-owned Assets Supervision and Administration Commission, with an industrial layout covering network security, new displays, integrated circuits, high-tech electronics, information services, industrial Internet, etc.
CETC contains three positions, namely the main force of industrial electronics of the Continental Army, the national team of network information industry, and the national strategic scientific and technological force, relying on 47 scientific research institutes, focusing on the layout of four major sectors: electronic equipment, network information system, industrial foundation, and network security.
The strong alliance of the two sides will surely set off a magnificent pace of reform in the capital market.
So now that concept stock can have the potential to be seen by the capital market, think of AVIC Measurement, 8 days and 8 boards, individual stocks directly increased 6 times, if you dig into such stocks, maybe life reversal is in this instant.
I personally looked through countless materials and research, and I think that there is a stock that is worth everyone's attention and observation, combined with the current market, it is worth the stock to expect a good performance.
The name of this stock is the electronic science number, and its main business is one of the concepts that is very consistent with the current main line hype:
The first is the two major sectors of digital economy and digital infrastructure, and the 32nd Research Institute of China Electronics Technology Group Corporation holds 141 million shares of Electronics Technology Digital, becoming its largest shareholder.
At present, the company also has Huawei concept, East data and west calculation, IDC concept, etc., the stock price is currently more than 27 yuan, which is also in a state where the upward trend is obvious.
Since the stock price fell from the high of 99.95 yuan in the 2015 round of the bull market to 27 yuan today, the correction is very sufficient, and the circulation area of more than 500 million, very suitable for the expectation of capital restructuring, after all, AVIC is more than 500 million circulating disks, if the circulation is large, it is not conducive to the expectation of restructuring.
As long as the stock can step back below 24 yuan, it is a good layout opportunity.
Of course, this is also a reference opinion, you can do a state of attention, in the ups and downs of the trend, to find the password of reorganizing bull stocks.
Well, today we talked about this, I am the light of the sea, like my friends please like the collection, friends with different opinions, you can leave a message in the message area below to discuss and communicate! Thank you again for your support and companionship!