Tips: The following is the Internet to obtain public information, not any recommendation, views are for reference only, personal investment behavior, and have nothing to do with this number. This public account contains four parts, namely: 1. Big coffee dynamics; 2. Swimming in rivers and lakes; 3. Details of the views of big coffee; 4. Details of real players. The first to receive updates from big coffee, please pay attention to this number and set it as a star.
1. Big coffee dynamics (see Part 3 for details)
2. Tour the rivers and lakes (see Part 4 for details of the actual players)
1. Today's biggest highlight is that the owner of the Zhang Alliance bought iFLYTEK 1.219 billion, which was mentioned in our travel capital yesterday (unfortunately, it was reported on WeChat to delete the post): The owner of the Zhang Alliance has recently begun to move, and the result is that it is fierce today!
2. Zhang Meng, Huli Avenue, and small groups gathered in the southern media
……
Whether it is the large-scale model of iFLYTEK or the Southern Media with copyright data, it is said that it is related to two aspects, on the one hand, Huang Jenxun will visit the mainland this week and visit technology companies such as ByteDance, Tencent, Xiaomi, etc., the market speculates that NVIDIA or will find ways to provide computing power for the domestic market in order not to lose the mainland market, so the downstream of AI is worth moving? On the other hand, it is rumored that China may implement a large-model license system, iFLYTEK as the deputy leader unit, and there is a luxury shareholder lineup such as China University of Science and Technology and China Mobile, so it is not a big problem to get a license, so it was grabbed by funds?
Third, the details of the views of the big coffee
1. Brother Yu / Xiao Yu Yu 888 (TikTok & Snowball)
There is no update, but the after-hours Dragon and Tiger list shows that ST Rongtai was sold at 1.488 million.
2. Chen Xiaoqun / Heartbeat R (Douyin & Taostock)
There is no update, but the after-hours Dragon and Tiger list shows that 23.93 million were bought by Southern Media.
3. Reincarnation 666 (Snowball)
In the future, the computing power center will have requirements for the localization rate, then it is the opportunity for computing power integrators, Inspur, Tongfang, Topway, etc., and the core of domestic computing power integrators lies in domestic GPUs, the best at present is Huawei, Cambrian and Flint Technology, only by cooperating with them can you get the best domestic GPUs and create domestic AI computing power servers.
4.Tiesto Resumption (Public Number)
The volume of energy has gradually been put at the trillion mark, the index rushed back down, and the ChiNext board is still supported in this long-term large support position. At present, the economic level is very general, and relevant policies will not be introduced until July. Short-term market funds are still gaming around AI.
Nvidia fell sharply last night, and it was expected to diverge in the morning, but the trend exceeded expectations, and it was basically digested at the open. Today's application side exploded, yesterday Sister Wood pointed out that the larger market for artificial intelligence is actually in software, she said: For every $1 of hardware sold by NVIDIA, software vendors and SaaS vendors will generate $8 in revenue. Today's A-shares are immediately mapped, because this wave is brought up overseas, and a lot of A-share speculation is dependent on the stimulation of overseas news. Games, culture and media have some relatively strong varieties out of new highs. On the side of the big model, yesterday the news of the deputy leader of the large model of the Academy of Information and Communications Technology was stimulated, and iFLYTEK was selected, and today's price limit drove the model counterattack. In essence, this round of AI turns all directions aside, constantly message mapping, from hardware to application, there is a new catalytic strong logic of the focus variety new high, the overall back row to a new high is unrealistic, pay attention to the rhythm.
Musk rushed to Shanghai last night, ran away today, and then began to spread that Boss Huang is coming, intraday Boss Huang concept mapping, there is Tencent, Douyin, BYD these companies, mapped to the plate is the concept stock, Century Huatong, Litong Electronics, Tencent Department, Game Computing Center, Fuchun shares, AI game + Douyin department. After all, Boss Ma has reacted to the robot, not to mention the hottest Boss Huang now, then if he comes to the market, he will not miss this opportunity for hype mapping, and this direction can continue to pay attention to in the next few days.
The track here these days gradually stabilized, the first thing to show is still to see the face of PP, Dongwei technology soared, equipment certainty is relatively low, Baoming short-term increase is relatively large, here shock, the market to pull the low Yuanchen technology, the industrial direction this year's track is the best.
On the first day of June, good wishes.
5. Love in the glacier (public number & Weibo)
2023.5.31: Northbound funds began to open unilaterally and sharply outflow, then today will basically not be good, this is generally such days, the index basically follows the northbound funds.
Close the day, the trend is almost consistent, this basic opening to look at half an hour an hour, you can know the trend of today's day. Generally, on such days, there will be no funds to reverse the operation against the northbound funds, and there is no need.
6. Xiao Rui Rui ~ / Xiao Rui Rui Tour (Douyin & public number)
After the market opened low under pessimism, the Caixin China Manufacturing Purchasing Managers' Index (PMI) released in May recorded 50.9, up 1.4 percentage points from April, returning to the expansion range after two months, this news restored some confidence in funds, and then the broader market began to counterattack, but under the continuous selling in the north, it fell back in the afternoon and turned green, closing in the red, only 0.07 points higher than yesterday's close, and the market weakness is still obvious.
Today, in addition to AI, the lying flat economy has begun to ferment, led by temples and lotteries, and gradually spread to games and media. Ctrip data shows that in the past 23 years, the number of ticket orders for temple-related scenic spots has increased by 310% year-on-year, and nearly 50% of the post-90s and post-00s people who book tickets for temple scenic spots, and under the high unemployment rate of 20% of teenagers, they can only choose to go to temples to burn incense and worship Buddha to relieve their anxiety.
Since 2023, China's lottery sales have increased significantly, with a cumulative increase of 49.3% from January to April 2023 and 62.0% in April alone, accelerating growth, of which sports lottery sales increased by 74.4% from January to April and 81.8% in April alone. The economy is sluggish, incomes are gradually decreasing, and the pressure to survive makes people gamble by buying lottery tickets.
Premarket foreign media reported that Huang will travel to China in June to meet with executives from Tencent, ByteDance and other companies, including Li Auto, BYD and Xiaomi. Stimulated by this news, intraday AI continued to strengthen, but in the afternoon it rushed back down, in addition, the global storage pellet price is still hovering at a low level, and it is still in the bottom-building stage, the storage pellets of the standard product are easier to switch, so the performance of the storage module factory will be faster, so the overall increase of the module factory is better than the particle factory, the memory chip feels like a breakthrough form, you can focus on it later, Baiwei storage deep technology and so on~
Shenghong Technology is still in a strong position after opening the main rising wave last time, see if it is horizontal and then up or up relay~
Even if the market is not good, we must maintain a good attitude, and finally wish all big friends a happy Children's Day~
Best wishes~
7. Beijing speculators (public number & stock shopping)
In the morning, the plate looked good, and I thought that the AI theme resonated with the index track, and in the afternoon, the diving made a sweat.
In the morning, I thought that I could do it hard today, but I shot a few of them, and I fried them up, and I stopped in the afternoon, and I will fight again tomorrow.
8. Sima Qian, Director of Tang History (Weibo)
Today is the first day of June, but at the same time today is also the investment strategy meeting. The back pot man is already in place, you can travel lightly, anyway, someone who falls back the pot.
One day in Beijing, Musk met with the four departments of the Ministry of Foreign Affairs, the Ministry of Industry and Information Technology, the Ministry of Commerce and the Council for the Promotion of International Trade. TSL's stock price has also risen in recent days, and Musk has also re-emerged as the world's richest man. Judging from the itinerary, today is in Shanghai. The market is expected to expand production in the Shanghai factory, but there are also people who YY robots are doing in Shanghai. I am skeptical about this, on the one hand, the robot itself has not iterated to the stage where it can be mass-produced, and it is still far away. In particular, the launch of the first generation of products needs to be carried out close to the R&D team. Moreover, this kind of product that is deeper than the car invasion also needs to be reviewed by the competent authority for the new format before it can land. Perhaps it can be produced in China in the future, because we have a lot of supply chains, but the short-term probability is not large. However, the expansion of mature products such as energy storage has a greater probability.
The Chinese market is here, and after Musk came, NVIDIA Lao Huang also came. This month, there was also a high-level official meeting between China and Germany. There is no need to worry that those politicians have pulled this group and that group, and the countries that rank first in trade with China will not smash their jobs because of the second and third countries in terms of trade volume. What the TPP blew back then, it didn't go away.
Semiconductors are actually available recently, on the one hand, the industrial chain mapping of NVIDIA + AMD, on the other hand, there is indeed an improvement in the visibility of some sub-industries. In terms of storage, yesterday because of Changxin's price reduction, it was also hot, and from the perspective of product competition, it pointed to enterprise-level SSD storage. In a certain sense, the ban on Micron can be understood to free up market space for our domestic expansion. If you look at the long time line, the storage field has a high probability of copying the path of the panel industry.
Although there is still relatively little confidence in the recovery, the actual data has shown signs of a K-shaped recovery. For example, the low-end products of consumer electronics began to increase, such as Pinduoduo's performance became better. In the field of semiconductors, this is also confirmed, and some categories that are more ideal for pulling goods actually point to the recovery of K-type.
As for WWDC, in addition to looking at MR, whether Apple discloses its AI strategy is also critical. As the first brother of power consumption, how to coordinate local computing power, edge side, and cloud to face the opportunities and challenges brought by AI has a demonstration effect. The core of the recovery of consumer electronics is innovation, and from a long-term perspective, the innovation cycle is coming.
The Hong Kong stock index entered a technical bear market, with a 50% wave at the beginning of the year, and trading recovered strongly. Now it has fallen 20% from the high, directly into the technical bear market, and it seems that it has mastered the essence of the A-share "A" word. Teng 300 million and some other weighted stocks began to buy back again. Everyone feels that they can wait until the exchange rate is in place and the peripheral interest rate hike is terminated, after all, there are many external participants in Hong Kong stocks. But if it is a spare money fixed investment, some ETFs in Hong Kong stocks can be paid attention to if they fall again. ETFs can't just look at the name, or compare the weights, and it's not difficult to press F10 (see figure)
9. Mad Dragon Eighteen Stages / Little Dragon Dragon in the Sea (Weibo & Public Account)
The index is poor, but there are actually quite a few bull stocks today.
The overall market is biased towards themes, applications, and soft end categories, and the market is still in a period of turbulence, but the volume can slightly recover to around 900 billion, which is slightly better than the previous lowest of more than 700 billion.
However, after the rebound, it is not ruled out that there is a new round of diving possibilities, and it is possible to participate in the market to do a rebound, and pay attention to control the position.
4. Details of real players
1. Lamp heart people (Taoxian big V, the inventor of the nuclear button, once 5,000 to 500,000, stud style, has lost back to the starting point, placed at the top of the No. 1 position, always remind us to divide the warehouse)
Keep holding on.
2. Beijing speculators (split position players, the growth of North Speculation tells us that even if the market understanding is medium, but the split position, relying on probability, can still achieve 50 million. )
3. Ruhan
Yesterday, a hand of cards can lose money, which is similar to Wang Fried four 2s and loses. Mainly at noon, the brain department is on the head, and this 20w can see a top brain department. But it doesn't matter, if you lose and earn again, maybe tomorrow you will earn it back. Be happy, like a child, after all, life is already very tired. Happy holidays to kids and big friends!
4. Small waves
Let's look at the position today and then talk about the paragraph!
June Day First of all, I wish everyone a Happy Children's Day!
Today's market is still mainly a morning smile and afternoon MMP
Closing and seeing this paragraph is also happy for me! Thank you A-share dad for letting me be a child for a day...
Today's Quotes:
The market money-making effect is still in the board and 300 trend, in the morning two brain-computer interfaces one continue to seal the board a large high open back sealing board, the height of the double five board laid the brain-computer direction will definitely have funds to do the back row, and at the same time there are 300 Sanbo brain department near noon on the board. Therefore, the concept of brain-computer interface has a money-making effect, and everyone has seen it.
If you look at today's chaotic market from a broader perspective, you can actually find that after the end of Hongbo shares, AI has actually begun to diverge. The most profitable AI period in recent times is slowly turning into a game.
Without a specific direction, more funds are led by the money-making effect. For example, everyone has recently begun to ridicule A-share shareholders to look at brain science, so they have been rising three Bo brain science.
Today's market has entered a relatively boring market. So rest more and work less. Adjust the state and other opportunities, June should have new opportunities to continue to come out, as for MR, brain, or robotics, AI. I think I can be patient and take a look again.
About today's operation:
Langke changed the strong Junda in the morning, and the new energy piece is slowly gaining strength, you can continue to observe. The feedback of Hangzhou thermoelectric high oscillation, compared to other stocks that have begun to appear A kill is already good.
Best wishes~
5. Anon
Let's get some dry goods:
Operation record: Sanlian Forging yesterday saw your various views to see me above, today first chase the high and increase the position, the pattern to the flat near the bottom position T inverted. The plate style is driven by Hongbo, a little to the early popular direction of AI, the hardware of Hongbo, and then the turn of the media's southern media, soon will come to the game, choose these two I think is more temperamental.
In addition, I will answer two questions that are asked a lot
1. What kind of trend is undertaken?
Answer:
Taking the trend of this stock on the day as an example, it can be seen that the basic stock price timeline (blue line) runs above the time-sharing moving average (yellow line) after the morning opening is small, and several red frames in the intraday have put a large single smash, but they have been chose, the stock price has been running above the trading average, and after briefly falling below the time-sharing moving average at the end of the session, it is still taken back above the moving average by funds. Why is it important to undertake, because having to undertake means that there is popularity, there is financial recognition, there is capital maintenance, that is, as the saying goes, someone wants. Then the trend expectation behind is definitely better than the stocks that no one wants, because short-term funds are basically who wins and helps whom, and which stock continues to strengthen, then continue to support which stock.
2. The day before yesterday's article, I replied to a question, many people privately wrote me that I don't understand, can you start talking?
A: Let's think about it, for example, today a sector exploded, hundreds of companies in the closing sector up limit, and you bought the fastest limit stock in this sector, that is, the so-called front row leader, because your expectation is that tomorrow morning the opening is properly opened a word or open high for you to eat big meat, but the reality is that the next day in the absence of any bearish and the average opening increase of the sector has 4 points, he opened only 3 points higher, is it very unexpected. At this time, should the opening slide down instead of going up should be completely dead, and if it is strong or not, it must be sold? Otherwise, it is very likely that the opening will open high and fall all the way to the end. Another example is a mainstream sector of popular stocks, has risen to a high level, and then tonight out of a large-scale reduction of bearish, according to the normal tomorrow morning opening is not to open about 5 points lower, but put the amount of high open, prove what, prove that there are funds willing to undertake, high popularity, the market is still expected, at this time as long as the opening continues to play up, and to undertake the selling pressure, is it beyond expectations, the weak not weak have to buy.
Then put on the selling point of Ruineng very dish, which I forgot to put yesterday
6. Subwoo
I haven't eaten the taste of meat for too long, I can't help but cash in after giving a little sweetness, selling two big bull stocks in a row in the morning, the mentality is very collapsed, I was ready to adjust the mentality of the short position today, but in the afternoon I saw Hanwang Technology undertake a very strong foundation, ready to back seal and sweep, I didn't expect the mouse to break, the click became a double-click, when adjusting the position to buy directly, people were numb on the spot, fortunately did not point to 1/1, otherwise the heart of jumping off the building today has ... Later, look at whether the dragon and tiger list is a family crazy to do T, the end of the small position took a little new sai shares, cotton logic
7. Worry-free and labor-saving (snowball big V, vegetable market aunt style, loss to death, is the epitome of domestic middle-aged and elderly stock speculation, and see whether this style is tormented or happy to make money)
The final set auction guaranteed the capital of 18,800 shares of Tianqi at the bottom.
1. Need to use money, the financing account is not good to adjust the position, or do not move, if you want to move, you must move.
2. Comparing several tickets holding positions, Tianqi has the lowest strength. When you must reduce your position, it must be the lowest in strength, and you don't need to consider your own costs.
3. I wanted to make a big one before, I did it, almost successful, but in the end, the success fell short, all 17 points were returned to zero, yesterday and today's intraday, this part of the bottom of the sky is green.
Tomorrow a part of the money will be transferred to pay off the debt, and the 5 million position may never be returned.
So be it.