Bet on new energy, eat big meat years ago!

Mondo Cars Updated on 2024-01-31

Today, the Shanghai Composite Index finally rose sharply, and northbound funds contributed a lot. At 2:10 p.m., the net inflow of northbound funds reached 15 billion yuan, but the last 10 minutes began to sell, making today's final net inflow reach 135600 million yuan. It was judged that it was unusual for southbound funds to sell a net of 11 billion yuan, but in hindsight, it really avoided the sharp drop in the game to solicit opinions, and at the same time slightly ** the new energy of A-shares. Considering the bright prospects of new energy and the attitude of policy support, I judged this week that the net sale of southbound funds will free up hands, and the probability is to focus on participating in new energy.

Take a look at today's ** plates: BC batteries, HJT batteries, TOPCon batteries, and perovskite batteries are all at the top of the list of gainers, among which BC batteries have the strongest gains, with an average increase of 953%, and the average increase of perovskite cells, which had the smallest increase, also reached 584%。

This year's market ** is more than 4% of the concept sector:

Due to the sharp rise, it is estimated that the investors who bought this kind of new energy ** before have not only unbundled, but also made money. If this wave of gains can continue, it is estimated that on New Year's Day and Spring Festival, relevant investors can eat big meat, right?

Not only the investors who bought the above concepts made a lot of money, but also bought the relevant photovoltaic concept stocks, and today's performance was also quite dazzling, basically today's one-day increase exceeded 6%!Judging from the ** chart of the largest photovoltaic product with the largest trading volume, there is a state of shooting stars on the weekly chart, and there is also the possibility of a bottom volume on the monthly chart, so this sector has a high probability of continuing to attack.

Today's top ETF class ** ranking table for the top gainers in the market:

Of course, as an investor who is optimistic about new energy, this week is also quite depressed, I have been optimistic about GoodWe, when the stock is 164 yuan, I am optimistic about buying, but the stock has fallen all the way, I have increased leverage all the way to do **, and finally reduced the cost to 113 yuan per share, and as a result, I saw it rise to 120 yuan on Monday, thinking that I could buy it again after selling it, because it had been weak before. As a result, it rose to 128 on Tuesday6 yuan, Wednesday is also slightly adjusted, the lowest is 11943 yuan, and today it has risen to 1418 yuan, the lowest is almost 119 yuan, there is no chance to eat low prices.

Therefore, when the wind comes, it is better not to move, and want to make more shorts, but the result is to hand over the cheap chips in your hand.

Of course, it is very difficult to tell exactly whether the wind is coming or not. After all, at the end of the year, according to the practice of Big A in previous years, everyone has no intention of fighting at the end of the year.

This week, I wrote an article titled "The biggest benefit is finally coming, but unfortunately there is still a tail", which is about the efforts of the management, Zeda Yisheng counterfeited the circle of money 3400 million yuan, finally the victim got 2$800 million in compensation. At that time, many readers left messages, saying that this is good and that is good, but they have long been numb, and the market cannot get better because of this.

However, old readers know that all the positive things that began in the second half of this year, I have repeatedly written articles, saying that the benefits are limited, the fundamental problems have not been solved, and investor confidence is difficult to recover. Because what investors are most concerned about is the behavior of listed companies to collect money, and whether their interests can be guaranteed after becoming victims of false listings. Zeda Yisheng has given investors hope in this matter. After all, the previous punishment was either light, or after the top punishment, it had nothing to do with the small and medium-sized ** that actually damaged the interests of the majority of people, whether it was a fine or a confiscated fund, it all went into the treasury, but the interests of the victim do not know when they can be recovered.

The most typical case is the fraud of Changsheng Biology, and investors have suffered heavy losses, but until now, there has been no news about this case, and the damage of small and medium-sized enterprises has not been remedied, but the local finance has confiscated 90 billion.

Therefore, investors who suffer losses on Zeda Yisheng are really blessed, and we can only hope that there will be more and more such cases, forming an environment in which listed companies and intermediaries dare not falsify, so that Chinese investors, including overseas investors, will have the confidence to boldly invest in China's ** market.

Today, I also saw a very happy news, that is, the case of illegal disclosure of important information in "Zhangzidao", the former chairman was sentenced to 15 years in prison and fined 920,000 yuan!The company's previous main business was marine aquaculture, raising high-end seafood, such as scallops, but these scallops have either escaped or died, and the market is questioning the company's fraud, and there are no seedlings at all. Because these things are all announcements from the company, it is difficult to confirm, and reporters from all over the country went to the local area to ask to see if the seabed is covered with dead scallop shells, but they could not find a boat to visit, and they could not find other breeding companies to confirm that the local aquaculture industry had suffered a catastrophe.

Now, after many years, the second-instance trial of this case has finally come out, and it was completed on May 25 this year. In this case, it is not known whether investors who have suffered losses due to their illegal disclosure of important information will be able to receive compensation. Moreover, it is puzzling why this case has not been disclosed until today, that is, 7 months after the conclusion of the case?

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