Rebirth of the Capital Legend

Of course, while many investors are focusing their attention on the steel, coal, and non-ferrous metals sectors, the attention and discussion surrounding popular stocks in the new energy industry chain, especially the lithium battery sector, continues to rise.

"Coal and non-ferrous metals are soaring! When was the last time the coal and non-ferrous metals market saw such a surge?"

"It seems like it was several months ago, I can't quite remember. I just remember that every time the 'coal and non-ferrous metals soar' market rally broke out, it was the end of a phase of market rally. This time... could it be the same? I always feel that the coal, non-ferrous metals, and steel sectors have neither room for imagination nor sustainability."

"I also feel there's no sustainability in this sector, and I don't know who's hyping up this sunset industry."

"But I feel that this concentrated surge in the steel, coal, and non-ferrous metals sectors is not so simple; it looks more like a bottom reversal pattern."

"Where is this bottom reversal? What positive news? What about earnings? There's nothing, so how can there be a reversal?"

"I feel like institutional funds are building positions in these sectors quite aggressively. With so much money flowing in, are all these big investors just being foolish?"

"It's hard to say. Anyway, I won't buy until the situation becomes sustainable."

"If it continues to recover, the price might not be what it is now."

"Even so, given the lack of sustainability and high uncertainty in the market trend, the risk of losses from rashly entering a position would be very high. The market is currently in a zero-sum game phase, and I think if the market trend is uncertain, it is better to remain in cash and wait rather than impulsively place an order to chase the high."

"That's right. Judging from the recent market trend, there are not many stocks that can maintain their momentum. Impulsively placing orders to chase high prices will most likely result in losses."

"Sigh, speaking of this... I bought 'Chinese Online' stock at a high price earlier, and I'm still stuck with it."

"Holy crap, no damage reduction?"

"I missed the stop-loss point the next day, and the losses kept getting deeper and deeper. I couldn't bring myself to cut my losses. Now the stock has almost fallen back to its initial rise point. At this point, cutting my losses feels pointless. I can only hold on to it."

"In short-term trading, the biggest taboo is turning a short-term trade into a long-term one. If you have a profit, you should take it. If you don't have a profit or you've made a mistake, you should decisively admit it and quickly cut your losses. If you're reluctant to cut your losses, you'll likely get trapped deeper and deeper. After all, very few of the core hot leading stocks that have emerged recently have been able to continue to reach new highs and start a second or even third wave of the market after the first wave of speculation and a significant price correction."

"In the past month or two, it seems that only Oriental Yuhong has been able to continue to reach new highs after a period of continuous adjustment, and even embark on a second or third wave of upward movement?"

"Does the stock of Beijiang Transportation Construction count?"

"Theoretically speaking, the first time that Beijiang Jiaojian stock showed unusual activity and was first heavily speculated on by active funds in the market was basically synchronized with the time when Dongfang Yuhong stock was also involved. In fact, Beijiang Jiaojian stock has gone through several waves of price movements."

"Don't we count the first two waves? The first two waves saw gains of two or three limit-up days, and then they quickly fell back to their original levels. They didn't create a sustained profit-making effect."

"I don't think so either. After all, there are probably very few investors left who could have gone from the previous position to the current position in Beijiang Jiaojian stock. The major funds holding Beijiang Jiaojian stock in the market now should have a high cost basis."

"The higher the cost basis of the major players' holdings, the better. If the profit margin is not large, then the major players will not have such a strong desire to sell. Moreover, the hope of actively supporting the market and actively guiding the market to continue to rise will always exist, and the expectation of rising stock prices will also always exist."

"It's not that the higher the main players' holding cost, the better. It's just that the cost shouldn't deviate too far from the current price. In that case, the overall internal shareholding structure generally won't collapse quickly."

"Although the stock of Beijiang Jiaojian is not as good as that of Dongfang Yuhong, it is already the most core concept leader in the entire major infrastructure sector. I think that if Dongfang Yuhong's stock trend remains unchanged and there are no signs of collapse, then this stock is unlikely to collapse."

"A market crash is definitely not going to happen, given how deeply the major funds in the market are involved."

"The biggest problem with this stock right now is that its short-term gains have been too large, and many investors, both inside and outside the market, are afraid to actually enter the market and take over the shares."

"Based on my past experience, the more you are afraid to buy a stock, the more likely it is to continue to rise."

"Haha, that's true. Every time I'm optimistic about a stock but don't dare to buy it, it keeps rising. And often, when I finally decide to buy at the peak, I end up buying at the highest point."

"Regardless of what others think, I personally believe that the current trend of Beijiang Jiaojian stock is perfectly fine."

"I bought some shares of this stock during the morning session when it was plummeting, and I'm currently making a small profit. I hope it doesn't trap me."

"Don't worry, it definitely won't be buried. In terms of stock performance, Beijiang Jiaojian is much more stable than Shuguang Shares."

"Is the trading volume of Shuguang Shares too large? There's not enough internal share lock-up. With such a violent turnover, if the stock's price movement in the afternoon can't form a unified upward force, I estimate this stock is in danger, and I can't rule out a continued sell-off at the end of the day."

"It's unlikely that the market will continue to fall, right? After all, the performance of the new energy industry chain today is still quite good."

"It's hard to say. The new energy industry chain is performing well, but the core sentiment isn't focused on Shuguang Shares stock."

"That's right. The new energy industry chain today is entirely driven by the stocks of Tinci Materials and Penghui Energy."

"Penghui Energy stock performed very strongly today, and it seems to be catching up from behind."

"Is this stock a case of catching up?"

"It's not so much a catch-up rally as it is, but rather a newly discovered stock by existing funds in the market. I've taken a look, and I feel that the fundamentals and underlying speculative logic of this stock are quite good."

"Based on fundamentals and expectations, it seems less promising than Tinci Materials, right?"

"That's for sure, but correspondingly, the stock price will also be much lower."

"Actually, the stock of Duofuduo, which previously moved in tandem with Tinci Materials, is also quite good. Moreover, it seems that this stock has not yet been hyped up by funds, and the stock price is not high. I feel that if you get in now and buy in, you will make a good profit later."

"Dofluoride stock is indeed good. I remember it was once heavily speculated on."

"That's right. After Tianci Materials' stock price went up, I think Dofluoride's stock will definitely catch up."

"I remember that President Su's 'Fuxing Road' project was the main driver of the Duofuduo stock."

"That's true, but President Su's 'Fuxing Road' should have already sold off all its shares in this stock, right? There shouldn't be any major funds involved in this stock now."

"It's impossible for there to be no major funds involved; every stock in the market should have a major player controlling it."

"What do you mean by 'market manipulator'? What era are we living in? Now it's all about market synergy. Besides, the circulating shares of Do-Fluoride Chemicals are almost 200 billion. Given the current market liquidity, what kind of market manipulator could control such a large circulating share? Moreover, the stock's previous price action doesn't seem like it's controlled by major funds."

"Yes, nowadays everyone is talking about market synergy."

"Although it is a collective force of the market, there are still major funds guiding it."

"I feel that the stock performance of Do-Fluoride Chemicals, and its future prospects, are not as good as those of Tianqi Lithium and Ganfeng Lithium, right?"

"Yes, if you ask me, Tianqi Lithium and Ganfeng Lithium are the most stable stocks."

"Yes, it's certain that Huayi Capital, which is managed by President Su, has invested in these two stocks."

"It is confirmed that 'Huayi Capital,' headed by President Su, has built a position, but it is still unclear how many shares or how large the position is."

"No matter how much of a position you hold, as long as it's a stock that Mr. Su's 'Huayi Capital' is investing in, its performance won't be bad."

"Within the entire new energy industry chain, Tianqi Lithium and Ganfeng Lithium are undoubtedly the core leading stocks."

"The expectations and logic are fine, it's just that the market capitalization is a bit too large."

"Compared to Tianci Materials, its market capitalization is definitely larger, but... I think as long as the certainty is high enough, a larger market capitalization doesn't matter, right? Look at the stock that President Su has locked up in Oriental Yuhong on 'Fuxing Road,' isn't its market capitalization just as large?"

"Indeed, a larger market capitalization just means slower growth."

"Mid-cap and large-cap stocks are still the target stocks that can attract major funds to concentrate their positions in the current market. The market no longer likes small-cap and micro-cap stocks."

"It's not that I dislike small-cap or late-day stocks; isn't Tianci Materials a small-cap stock? It's that I dislike small-cap or micro-cap stocks that lack certainty, fundamentals, and any performance expectations—these are the three garbage stocks. Generally, small and medium-cap growth stocks with performance, growth potential, and relatively high certainty are still favored by various major funds in the market."

"That makes sense. The size of market capitalization has never been an issue. Look at the market, many heavyweight stocks, such as Kweichow Moutai, Wuliangye, Gree Electric Appliances, Midea Group, Wanhua Chemical, Hikvision, etc., have market capitalizations of around 100 billion yuan, and they have also performed very well. Even the stocks of the four major banks have performed quite well in the past six months, and these are all stocks with market capitalizations of around one trillion yuan."

"Sigh, don't even mention it... it's these heavyweight stocks that have siphoned off the market's liquidity, causing the liquidity in the small and micro-cap stocks sector to get worse and worse."

"I don't think it's the weighted stocks that are siphoning liquidity, but rather the changes in the cycles of various industries in the market that are causing this."

"Yes, I think so too. To put it bluntly, the technology sector, after being overhyped in the last bull market, has run out of new stories to tell and there's no real performance growth to justify the valuation. With these factors combined with the massive amount of trapped capital, how can the stock price possibly rise?"

"Does this mean that the technology-related storyline is likely to be abandoned in the future?"

"I think it's highly unlikely to succeed. Have you looked at the funds in the market? Are they preferring to speculate on coal, steel, and non-ferrous metals, but avoiding sectors like film and media, internet software, and internet applications—sectors that lean towards the technology theme?"

"Yes, I feel the same way. In fact, there are no signs of any change in the main theme of the market."

"It still revolves around large-scale infrastructure, the new energy industry chain, and the smartphone industry chain."

"The smartphone supply chain seems to have fallen behind, right? It feels like there are signs of major funds significantly selling off their holdings in this sector right now."

"It's just a normal adjustment. Profit-taking from earlier positions will definitely put some pressure on the current market."

"Is this because Apple's new product launch event is about to take place, and this trend seems to be a case of 'sell the news'?"

"However, Lixun Precision's stock performance remains strong today."

"This stock is clearly somewhat independent of the main trend of the entire smartphone industry chain. It feels like there are powerful institutional investors continuously maintaining the market."

"Could it be that Mr. Su's 'Huayi Capital' is continuously building a position in this stock?"

"Looking at the stock's price movement, I think it's somewhat similar."

"Recently, it seems that Huayi Capital, which is managed by President Su, has not made any new moves except for clearly establishing positions in Tianqi Lithium and Ganfeng Lithium."

"Yes, there's nothing new on the Dragon and Tiger Rankings."

"It's a pity that there hasn't been any recent trading data for Lixun Precision stock, otherwise... we would know who is controlling this stock."

"No matter who it is, following the market trend is always the right thing to do."

"That's right. Buy when the market is consistently strong and sell when it's consistently weak. Regardless of whether it's good or bad news, I believe it will ultimately be reflected in the market and in the stock price movement."

"Then I'll buy some shares of Lixun Precision this afternoon. I've been eyeing this stock for a long time."

"I'm going to buy some more Beijiang Jiaojian shares. I think this stock's upward trend is definitely not over yet."

"The rally in the steel, coal, and non-ferrous metals sectors should continue to develop this afternoon, right?"

"It's hard to say. I think it will escalate further. After all, I've seen the increasing attention these sectors receive on forums and trading platforms, as well as the market investor attention to related stocks within these sectors. After the market opens this afternoon, there will definitely be a lot of funds flowing into the steel, coal, and non-ferrous metals sectors. However... I don't have much interest in these sectors, so I definitely won't be buying any more shares."

"Actually, the coal sector might actually turn around, but I don't like this sector either, because even if it does, there probably isn't much room for imagination."

During the lunch break, there was intense discussion among retail investors throughout the market.

time flies.

Before I knew it, it was 1 p.m.

With countless investors once again focusing their attention, the two stock exchanges have resumed their official continuous trading sessions.

Just as the clock struck 1 p.m. and the market began to fluctuate, the steel, coal, and non-ferrous metals sectors, which had been building momentum during the midday break, saw a surge in buying interest at the start of trading, just as many had predicted. Consequently, the sector indices and related stocks rose rapidly in an instant.