In the first trading week of the year of the tiger, the A-share market adjusted, and the gem index fell 5.59% during the week. What do investors think of the market shock?
Everyone… On February 12, the reporter of China Securities Journal and China Securities Taurus saw at the “stock market Salon” on Guangdong Road in Shanghai that the bustling investors were talking about the stock market, which was as lively as the Spring Festival temple fair.
Some investors said that stock investment should have three ideas: one is to have faith, the other is to stick to it, and the third is to choose the time. Some investors said they were long-term investors. They bought 10000 shares Contemporary Amperex Technology Co.Limited(300750) at a unit price of more than 100 yuan, making a net profit of 3 million yuan.
“stock market Salon” has a history of more than 30 years
The “stock market Salon” on Shanghai Guangdong Road is also known as “street stock bar”. In the 1990s, the Huangpu Business Department of Wanguo Securities, located at 729 Guangdong Road, began early stock trading, and the investors lined up in front of the door became the earliest prototype of the “stock market Salon”. Later, every weekend, hundreds of investors exchange experience and stock speculation experience here, which has a history of more than 30 years.
It can be seen that most of the participants in the exchange are older investors, and few young investors stay here. From the exchange of information, most investors exchange market trends, sectors, individual stocks and policy information. In small groups, investors in the central position comment on the current market situation to the people around them.
Mr. Wang said that he used to live nearby and began to speculate in stocks in his 20s. He would come and listen to it every weekend. Although I live far away now, I still habitually come to discuss with you. “In the past, there were more people here. Now the stock market mainly serves the financing of small and medium-sized enterprises. With the standardization of the stock market, fewer and fewer people speculate.”
According to China’s settlement data, the number of new investors in December 2021 was 1.3738 million, and the number of investors at the end of the period was about 197 million.
buy Contemporary Amperex Technology Co.Limited(300750) net profit of 3 million
In view of the recent market adjustment, Mr. Wang has his own opinion: “the stock market can certainly make money. There are three ideas for learning stock investment: first, have faith; second, stick to, learn from Buffett, and don’t sell promising companies easily; third, choose the time, and you are greedy when others are afraid.”
Mr. Lin, who has more than 20 years of experience in stock speculation, said frankly that the current stock is not as good as before, but the stocks that rise 10 times a year will also appear. Read newspapers and pay attention to national affairs. When selecting companies, we should pay attention to the profitable enterprises with excellent financial statements supported by the state.
“After the ‘double carbon’ target was put forward, I think new energy vehicles are the development trend in the future. Because I don’t know the following small companies, I bought leading large companies. Contemporary Amperex Technology Co.Limited(300750) I bought 10000 shares when I was more than 100 yuan. I sold them last September and made 3 million yuan. I hold Contemporary Amperex Technology Co.Limited(300750) During this period, there are also times of decline and loss. What should we do? At this time, I will test my state of mind. I have to have faith. After falling for a week, I still pull it up. ” Mr. Lin said that he was a long-term investor and could not make money in the short term.
Unfortunately, Mr. Lin also failed to insist on holding Contemporary Amperex Technology Co.Limited(300750) to its highest light. For this, he frankly said: “man is not a machine, and it is impossible to predict that it can rise to $600.”
According to the data, Contemporary Amperex Technology Co.Limited(300750) began a wave of rising journey from December 2019, when the price was about 90 yuan / share, rose to a phased high of 169.56 yuan / share in February 2020, and then entered a one month adjustment period. At the end of March 2020, the upward trend was started again. Although there were periodic adjustments, it finally reached a record high of 692 yuan / share on December 3, 2021, and then entered the downward channel again. As of February 11, 2022, Contemporary Amperex Technology Co.Limited(300750) share price fell by nearly 30% at the higher point, and the share price has corrected by 16.67% since 2022.
In addition, there are differences in the recent analysis of Contemporary Amperex Technology Co.Limited(300750) . Capital Securities pointed out that the adjustment of Contemporary Amperex Technology Co.Limited(300750) may not be over through fitting judgment, and there may still be 20% room for decline in the future. But UBS released its latest research report on February 11, saying that Contemporary Amperex Technology Co.Limited(300750) has ushered in buying opportunities.
some investors are optimistic about the coal sector
For the next stock selection strategy, Mr. Liu told reporters that he is optimistic about the coal sector, which is currently “double click”. Since the “double carbon” goal was put forward, traditional coal enterprises are undergoing transformation and upgrading. He believes that all transformed enterprises deserve attention.
For the coal sector, Guotai Junan Securities Co.Ltd(601211) pointed out that the investment in coal stocks should weaken beta and explore alpha, and high dividends and transformation opportunities will run through the whole year.
Minsheng securities predicts that there will still be a supply gap in the coal market in 2022, and the overall price trend is expected to be dominated by seasonal fluctuations. It is suggested to pay attention to two main investment lines: first, the prelude to the transformation of traditional energy into new energy, enterprises with clear layout direction and enterprises with low capital expenditure, high cash flow and strong investment ability; Second, companies with high performance flexibility.
