02 23 Ideas and Strategies for Playing Boards

Mondo Finance Updated on 2024-02-22

Today, the CSI 300 index closed up +086%;The CSI 2000 Index closed up +255%。Software, communications, and coal sectors were among the top gainers. The CSI 300 index has been in the red for 8 consecutive years. **Friends of index ETFs, the recent returns are very good. Of course, the CSI 2000 Index rose even more, bottoming out and rebounding +20%.

10 boards: Kelai electromechanical (robot).

6 boards: Lanke High-tech (hydrogen energy).

5 boards: 263 (AIGC) Ruineng Technology (chip).

4 boards: Jinglun Electronics (Robot), Guomai Culture (AIGC), Xinyada (AIGC), Huayang Lianzhong (AIGC), Wangda Software (AIGC), Meishi Technology (AI Education), Jingfeng Pharmaceutical (Medicine).

3 boards: Klaus (robot, 1.2 billion).

2 boards: Zhongke Jincai (AIGC), Yashi Optoelectronics (VR), Holitech (VR), Jianyi Group (decoration), Heli Technology (automobile), Hanma Technology (automobile), Heforging Intelligence (computing power).

With the recovery of the first and the relaxation of supervision, all the leaders are making great progress. This wave of ** is a feast for leading players. Robots and AIGC are the two main lines at present, and the back row is up and the premium is higher. So I tried Zhongke Jincai.

In addition to the replenishment of the hot main line, the former dragon can also be tried. For example, some friends bought it.

In addition, today's Heli Technology, regardless of the subject matter, market capitalization, and stock price, is the most in line with my aesthetics. But today I failed to play the board, and I didn't make it. Jianyi Group, super down**, directly topped a word, did not give a chance. Similar to Jingfeng Pharmaceutical.

Sunsea Intelligence (computing power, 2.2 billion), Sinovatio (computing power, 2.8 billion), Zhuo Lang Technology (computing power, 3.4 billion), Meili Cloud (computing power, 3.8 billion), Huafu Fashion (computing power, 3.8 billion), special information (computing power, 4.6 billion), Hengwei Technology (computing power, 6 billion), Yunsai Zhilian (computing power, 6.6 billion), Zhongbei Communication (computing power, 6.9 billion), high-tech development (computing power, 9.1 billion).

Boxin Co., Ltd. (AI, 900 million), Zhonggong Hi-Tech Co., Ltd. (AI, 1 billion), Xinju Network (AI, 1 billion), Sichuan University Zhisheng (AI, 1.8 billion), Meditech Co., Ltd. (AI, 2.5 billion), Zhongnan Co., Ltd. (AI, 2.8 billion).

Yinglite (photovoltaic, 1 billion), Yatong Co., Ltd. (photovoltaic, 1.3 billion), Lushan New Materials (photovoltaic, 1.3 billion), Yonghe Intelligent Control (photovoltaic, 1.4 billion), Mubang Hi-Tech (photovoltaic, 3.4 billion).

Jinghua Laser (chip, 1.3 billion), Tricolor Technology (chip, 2.2 billion), Wenyi Technology (chip, 2.3 billion).

Dali Pharmaceutical (pharmaceutical, 500 million), Longjin Pharmaceutical (pharmaceutical, 1.2 billion), Wantai Biotechnology (pharmaceutical, 22.8 billion).

Yingtong Communication (VR, 700 million) and Weishi Electronics (VR, 1.2 billion).

Longyun shares (media, 1.2 billion) and cultural investment holdings (media, 2.3 billion).

Sanbaishuo (e-commerce, 900 million) Tianchuang fashion (e-commerce, 1.1 billion).

Wantong Technology (Internet of Vehicles, 1.8 billion) and Duolun Technology (unmanned, 1.9 billion).

Huasu Holdings (panel, 2 billion) Huaying Technology (panel, 4.1 billion).

Yunmei Energy (coal, 1.4 billion) and Pingmei (coal, 16.8 billion).

Daqing Huake (petrochemical, 700 million), Meijim (education, 900 million), Huifa Food (prefabricated dishes, 1 billion), Huiyuan Communication (communication, 1 billion), Taiyong Long March (charging pile, 1 billion), Aishida (robot, 1.2 billion), Zhangjiajie (tourism, 1.5 billion), Aonong Biotechnology (pork, 1.5 billion), Fenglin Group (decoration, 1.6 billion), Shennan Circuit (PCB, 11.4 billion).

Computing power, AI, photovoltaics, etc., are hot topics in the first board. There are many computing power limits, but the only ones that can be paid attention to are Sunsea Intelligence and Sinovatio. AI is the main line at the moment, and there are a little more opportunities.

In addition, the leading companies that used to be more recognizable, such as Longyun shares, Sanbaishuo, Wenyi Technology, etc., can do two waves and win a premium. This is the current special **, given the opportunity to drink soup and eat meat.

The rest of the themes, those with board genes, the market value is more reasonable, and those without debt conversion can also be seen to participate. Of course, the main premise is that the CSI 2000 Index, as well as the high-standard leader, maintain the sustainability of the first grade. If the ** reverses, it is necessary to control your hands and avoid the risk of coming.

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