Ge Weidong, a well-known bull scattered boss, is known for his unique vision and keen market insight, and every move attracts attention.
This year, Ge Weidong can be described in one sentence, that is, "the clouds of guarding open and see the moon". In September last year, Ge Weidong also made a "lying flat" sound, which is speculated to be related to the large loss of Anheng Information and Yonyou Network.
As a result, only 3 months later, the spring breeze of technology stocks came with the Spring Festival.
Ge Weidong's holdings were originally dominated by technology stocks, of which iFLYTEK could be represented by it. Since the beginning of this year, iFLYTEK's growth rate has reached 133%, and today (June 14) once again hit a new high of 75.13% yuan / share, which can be said to recover the previous loss in one fell swoop.
In addition, there is another AI-related stock that performs well, that is, Haiguang Information. The stock is not held by Ge Weidong's personal account, but through Chaos Investments, which he actually controls. It is still in the restricted sale period, and the lifting time is August this year, and there are still two months left.
As early as July 2020, Ge Weidong made an investment before Haiguang Information went public, with a cost of about 500 million yuan. Today, the market value of these stocks has reached 3.6 billion yuan, which means that Ge Weidong's floating profit on one stock exceeds 3 billion. This wave of operations can be described as making a lot of money.
Looking at Ge Weidong's latest position details here, it can be seen that there is little change in the overall position.
One of the characteristics of Ge Weidong's operation is that he likes to open positions through private offerings. There are two ways, one is to increase the shares, and the other is to buy shares before the company goes public.
One advantage of the private placement is that it is sometimes at a discount and the stock can be acquired at a lower price than the market price at the time. And if the company is successfully listed, it can make a lot of money.
However, there is a problem with both methods, which is the limited sale period of shares. During this period, the share price may fluctuate significantly, so it is a very risky way to invest.
However, for Ge Weidong, who once fought in the futures market, this risk is nothing. On the other hand, Ge Weidong's preference for stocks such as semiconductor chips, artificial intelligence, and cloud computing with higher risks and ups and downs also proves his preference for risk.
Artificial intelligence has now reached an adjustment period, the second half of the market, what do you think?
A. Continue to soar after adjustment!
B. The artificial intelligence market has been completed
Welcome to leave your opinion in the comment area!
I will come here today, the above content is personal opinion, for communication only, not as a basis and advice.
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