On February 24, the concept stocks of Eastern digital and Western Digital fell sharply, mainly due to the concentrated selling of profit taking after the previous collective surge. For the speculation of any new theme, we will first experience the blind speculation period, and then after the blind speculation period, if the concept stocks can really continue to be valued by funds, we should explore their real performance. For those concept stocks that just talk about rubbing hot spots, they will eventually be abandoned.
This column has just analyzed what Nova Technology Corporation Limited(300921) is concerned about by the exchange, and then the concept stocks of Eastern digital Western computing began to show a sharp correction trend, which has something to do with the exchange's concern about Nova Technology Corporation Limited(300921) . Investors will worry about whether the concept stocks held in the East and West are really good companies or just Li Gui who rubs hot spots.
East, West and West is a large systematic project with strong professionalism. When ordinary investors do not know who is Li Kui and who is Li Gui, investors can only buy and sell according to the company's own statements and the suggestions of investment institutions, but the suggestions of investment institutions may not accurately tell which company is the real concept and which company is the hot spot. From a practical point of view, the CSRC also needs listed companies to explain why they have real materials rather than hot spots. Therefore, the process of eliminating the false and retaining the true must not be plain sailing.
Of course, listed companies are willing to say that they have real things, and on the surface, each company may be more or less related to the East West calculation, but some concepts may be far from the essence of the East West calculation. Such concepts can also be attributed to the category of hot spots.
For example, if we want to build a computing center in the west, do these enterprises that build houses and produce cement count as the concept of counting East and West? This column believes that they may really be able to increase some business volume, but this is not the core business after all, so investors should not chase up such stocks. It can also be understood that they are rubbing hot spots.
In the A-share market, any new concept will experience blind speculation to accurate speculation. At the beginning, whether true or false, as long as you touch the concept, the stock will rise sharply. At this time, the market is very enthusiastic about the concept hype, and will not tangle with the company's real materials. After the blind speculation period, the differentiation trend of concept stocks will appear, which is really the beginning of eliminating the false and retaining the true. Those concept stocks that really benefit will be slowly explored by the market. With the gradual realization of performance expectations, the company's share price will rise steadily.
In this column, system integrators, platform operators and software development companies are the enterprises that really have core technologies. These companies can be understood as real concept stocks of East digital West computing. However, they still have risks before determining who is the final bid winner. If they fail to win the bid, they will not get this share, The concept of counting from the east to the West disappeared.
Of course, the speculation of the concept will also be affected by funds. The deeper the involvement of funds, the greater the probability of its rise. For example, in the speculation of tourism stocks not long ago, at first, all tourism stocks rose sharply, and then the stock price began to fall collectively. Until the second stage, those stocks with relatively stable performance performed much better.
