No limit to the summit! The author has always been standing at 21519 to see now, but stock picking is still stock picking.
I said I hoped that the author had misread Largan, but now I look back at the article written by the author at the end of December. Largan was crying, but he made himself small for the sake of management rights, and missed the opportunity to become Donkey Kong. Now he has become a gorilla. A monkey-level company, the stock king missed the opportunity to grow himself. When faced with the rise of the optical zoom lens “Gaowei Electronics” listed on Hong Kong Scenery last year, the stock price soared by 2 times. Sunny Optical rose by 20% last year and Largan was naturally lost last year. Falling 1,805 yuan, the beginning of the new year continued to fall, which can be regarded as the worst decline among the lens stocks in the three places. This is really a strong and efficient market.
What happened to the king of Taiwan stocks? The reason is that Largan’s share capital of NT$1.34 billion is like a small boat sailing in the ocean. The market predicted in advance that it was out. Looking at the second brother of Taiwan’s lens, Yu Jingguang, on January 7 it immediately fell below the low of 535 yuan last year. It’s 532 yuan. On the other hand, the little-known Jialing (4976) continues to rise and rise. The two sides are relatively high and the judgment is made. It means that the smart phone has really come to the north. The rise is electric vehicles. Electric vehicles need self-driving technology. For Lidar Scanner, Jialing is the largest lens supplier of Velodyne. The stock price goes up to 100 yuan without looking back, from 12 yuan to 79.2 yuan.
Will the stock price change after the Daliguang Law meeting on January 7th? The pull force from the client in January was weaker than that in December, and February was worse than January due to the small number of working days. The outlook for the order situation in March is unclear. What should I do this year after the long-term investment in Largan’s Life Victory group capsized? do? The closing price on January 7 was 3030 yuan, and the trading volume shrank to 1,055 in an instant. Submerged in the huge market volume of 350 billion yuan, like a boat submerged in the sea, the three major legal entities sold more than 940 contracts in 4 trading days this year. Why is it so low? Sell? The stock price is not and unreasonable, only acceptable. At present, most of the new models of mobile phones in the market are mainly mid- and low-end lenses. Largan must bargain to compete. Moreover, it has reached the point where it does not rule out any orders. Largan has broken the bottom Fate, the secret is 2820 yuan? No need to kill low anymore, flattening, rebounding and resolving orders may save your life.
And here is the fact that the annual growth of smartphones has been negative for two consecutive years. Is it really exhausted? Apple’s electric car asked the market to point out that the future long-term investment is “electric car”. Hon Hai has risen to 109 yuan. It is definitely not only the 130 yuan that foreign investors called, it should be the 200 yuan that Guo Dong called 3 years ago! Delta also underestimated the 300 yuan for the electric station, and the foreign investment calling for 400 yuan. TSMC also called the 650 yuan for the foreign investment in electric vehicles. In fact, it may be 700 yuan. What about Quanta or Pegatron, which also cut into electric vehicles?
There is no limit to reaching the summit in 2021. The index was still at 13,700 points in November last year. Do you believe that the author said that the ultimate goal is 21,519 points? Now that it has been “sure-proof”, it can’t look back. When the capital tide meets the boom in 2021, it is no longer a “told bull” but a “demon bull”. TSMC is already a monster stock. Why? In 2020, there will be 2 million electric vehicles worldwide. In 2025, global pure electric vehicle shipments will quadruple from 2 million in 2020 to 8.5 million, reaching 26 million in 2030, and 54 million in 2040, showing rapid growth. Electric vehicles are a major trend in the next decade. How should investors buy them? The author briefly describes the following:
1. Electric vehicles are roughly divided into four major systems: battery, power, vehicle electricity and body.
2. Batteries, motors and charging devices are the most important.
3. Batteries and charging systems account for 40% of the total cost of electric vehicles.
4. The power system is composed of an electric motor, a transmission system and an electronic control system. This part accounts for about 15%.
5. Vehicle computers use A. semiconductor chips, B. sensing modules/components, C. passive components, D. diodes, E. automotive PCBs, and F. high-voltage wiring harnesses.
6. Taiwan’s science and technology industry has benefited from A. batteries, B. power, and C. cars and electricity.
Stock picking this year is still stock picking. 2021 will be the best year in history. Investors who want to make big money should not miss out on electric cars.
(The author of this article is Zhou Mingcong, general manager of Jin Yufeng Investment and Gu)
※Disclaimer: This article is the author’s opinion, does not represent the position of this website, nor is it any investment advice or reference. Please make your own judgment and assess the risk.
(Zhongshi News Network)
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