Zhitong
2024.06.24 06:33
portai
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It's too hot! How to choose among 5 IPOs at the same time? LAOPU GOLD, ZHONGGAN COMM, DIDA INC, Tianjudihe, METASURFACE, perhaps participating in each one equally is the most profitable choice?

The Hong Kong stock market's IPO new stock sentiment is high, choosing a balanced subscription is the best strategy. LAOPU GOLD, ZHONGGAN COMM, DIDA INC, TIANJU DIHE, and METASURFACE have highlights. ZHONGGAN COMM is expected to be the biggest beneficiary of sentiment relay, and computing power is the hottest concept this year. With the market heat high, choose to subscribe to the five new stocks in a balanced manner

The scorching summer has arrived, the weather is hot, and the new stocks are even hotter, it's really too hot! With a wave of 10 consecutive rises in Hong Kong new stocks, everyone is making profits, and the IPO new stock sentiment in the Hong Kong stock market has reached an unprecedented climax!

Investors all know that eggs should not be put in one basket, assets need to be balanced.

LAOPU GOLD, the first stock of traditional gold

ZHONGGAN COMM, the first stock of computing power infrastructure

DIDA INC, the first stock of shared travel

天聚地合, API data circulation service provider

METASURFACE, precision engineering service supplier

From the perspective of highlights, LAOPU GOLD, ZHONGGAN COMM, DIDA INC, 天聚地合, METASURFACE, these five new stocks are so hot for a reason, each has different highlights. Recently, many Hong Kong new stocks have risen significantly with few declines, some even experienced sharp drops. In this situation where the ratio of rises to falls is unbalanced and the magnitude of declines is small, from a probability perspective, the best strategy is to apply for all five new stocks in a balanced manner.

Why is this so? Because a significant rise in one target will bring overall excess returns to the strategy, while missing one target may significantly reduce overall returns. The new stock market itself is unpredictable, who could have predicted a 80% increase during the Wuhan Organic IPO?

Furthermore, discussing this new stock subscription from the perspective of emotional relay, looking at the excess subscription data of this year's ChiNext Holdings during the Wuhan Organic IPO, ZHONGGAN COMM is expected to become the biggest beneficiary of this emotional relay, because METASURFACE is listed on the ChiNext, with actually fewer successful applicants. From the listing timing perspective, ZHONGGAN COMM closely follows METASURFACE, and with computing power being the hottest concept this year and the company's performance skyrocketing, it is expected to push the sentiment to its peak. After seeing ChiNext Holdings push the sentiment to its highest point with over 2000 times excess subscription this year, the subsequent listing of Yisou Technology surged by 91.72% on the first day, becoming the biggest beneficiary. The key point is that ChiNext Holdings had a 0.2% success rate for 1 lot, while Yisou Technology had a 10% success rate for 1 lot. Looking back at the emotional logic, Yisou Technology became the most stable big winner in that wave of new stocks.

(Data source: Jielitrade)

With the market so hot, how to choose among these five new stocks? Still, the same logic applies, from a probability perspective, applying for all five new stocks in a balanced manner is the best strategy.

People say, adults never choose, they want everything.