Starting with a fully invested A-share portfolio to become a capital...

Chapter 125 Mountain City Beer, Forming Gangs

分红的利好消息，直接推动了5月27号午盘蓝筹白马股的上涨，张扬上周重仓的工商银行和建设银行，分别给出了2.6%和2.69%涨幅，华国石油更是报出13.66元，4.35%的大幅上涨。

At the close of trading at 3 p.m., the Shanghai Composite Index closed at 2632.93 points, up 1.71%, with the index opening higher and continuing to rise throughout the day.

The Shenzhen Component Index rose 1.05% to close at 10127.92 points.

经常炒股的都知道，上证指数的单天涨幅往往小于深证成指，如果出现高于深证成指的涨幅，就意味着蓝筹白马股启动。

Many investors who have stuck with blue-chip stocks have started showing off their returns.

[价值投资龙哥]：图片.jpg，今天赚了2400，属实没想到今天行情这么好，舒服咯。

[Stock Trading and Grocery Shopping]: When trading A-shares, you should focus on blue-chip stocks. Set a stop-loss order, buy more when the price drops, and buy more when it drops further. Earning a few hundred or a few thousand yuan a month to buy groceries is not a problem.

[Unnamed]: Although I don't like Teacher Da Xiao, value blue-chip stocks are indeed more stable than speculative stocks. I've been playing the stock market for over ten years and have made hundreds of thousands by buying blue-chip stocks.

[可苦可乐]：蓝筹股下跌有汪汪队进场托底，题材热点股下跌，游资早他妈跑没影咯！

回到宿舍的张扬，扫视了一遍网上的股民评论。

Today's profitable stock market investors are either those with an extremely high level of market knowledge or those who are staunch blue-chip stock enthusiasts.

Compared to blue-chip stock investors celebrating with champagne, speculative investors in the H1N1 flu concept stock sector are left with nothing but tears, unable to escape the consequences.

对于只想在股市赚买菜钱的股民来说，张扬是很建议他们定投蓝筹白马股或大盘指数股的。

A broad-based index like the CSI 300 may not rise much and won't make people rich, but it also won't fall much, because once it falls to a certain range, "national bailout funds" will buy in aggressively to prevent the index from falling below that range.

“明天端午节，连带后天也不开盘，那今天的上涨有点意思，像是节前红包。”

Zhang Yang muttered to himself.

节前红包和节后红包，这其实是有说法的。

在华国的重要节日，比如说春节，主力和国家资金为了图个好彩头，往往会选择拉红盘，或者干脆拉暴涨发红包。

比如说2009年春节前后，上证指数从1860点，暴涨到2380点，涨幅超过了500点。

哪怕是2008这个暴跌年，2月7号春节前两天，也拉了一根8.13%涨幅的大阳线。

节日行情在A股并不罕见，除了春节这个重要节日，像劳动节的长假，旅游股就容易上涨，中秋节的团圆，消费股就可能上涨，国庆节的阅兵仪式，军工股同样有几率出现行情。

Besides holiday-related market trends, there are also seasonal trends. However, these fixed patterns make it easy for major players to manipulate the market.

这周提前收盘后，张扬便着手整理有用消息。

在5月22号，深交所发布《创业板股票上市规则·征求意见稿》，明确了创业板上市标准，如连续两年盈利且累计净利润不少于1000万元，并提出差异化监管机制。

什么是创业板股票？
这是成长型创新创业企业，尤其是新技术、新产业、新业态、新模式的“四新”企业。

The listing threshold is lower than that of the main boards of the Shanghai and Shenzhen stock exchanges, and it places more emphasis on the innovation capabilities and growth potential of enterprises, with more flexible requirements for profitability and other indicators.

值得一提的是，2009年创业板涨幅和主板票一样，都是10%封板，20%涨跌幅是2020年8月24号才全面启用。

由于创新企业都具有高成长潜力与较大经营风险，再加上规模小，股价容易操控，这深受短线游资的喜欢。

曾经章建平就嫌A股的涨跌幅限制赚钱太慢，跑去了港股，盯上小市值的创业板股票，结果3000万下去，出来仅剩1000万，要知道这可是2000年的3000万元，放到2009年，实际价值突破上亿！
"The ChiNext board is worth paying attention to in advance. Stocks that can be listed on the ChiNext board usually have a small market capitalization in the early stages, making them easier to control."

Zhang Yang quickly took notes.

After the news about the ChiNext board was recorded, he continued to organize the useful information.

Yesterday, the day he participated in the defense, a major event also occurred in the capital market: the government decided to increase the subsidy for scrapping old vehicles from 10 billion yuan to 50 billion yuan, and allocate 20 billion yuan for the trade-in of home appliances.

This news was quite different from his previous guesses. The fact that both CPI and PPI data fell in April 2009 meant that the government would definitely increase its efforts to stimulate the consumer market.

因为如果消费端不起来，生产端同样会萎靡。

只有“需大于供”，才能扭转经济通缩趋势，而以旧换新补贴，以及汽车报废补贴，就是从消费端进行补贴，提振民众消费。

现在再去买相关概念股，性价比已经不高，除非再按张扬推测的那般，家电二次下乡，开辟农村消费市场，不然的话，持有银行、石油蓝筹股就非常稳健。

……

一条条市场政策内容被整理进张扬的市场笔记，但忽然间，一篇市场研报进入了他的视野。

《啤酒竞争对手直逼家门口，乙肝疫苗3-5年才能见效——东兴证券》

张扬点开这份研报，“啤酒”两个字让他想起了件事。

[山城啤酒为区城性啤酒龙头，业务单一，未来2到3年产量增长有限，西南地区营收占公司收入近70%，新建厂区一期工程如期完工，将增加啤酒产量10万吨，约占08年销量的10%，增幅不大。

啤酒业务遭遇同行激烈竞争，华润雪花川渝份额已达50%，并在山城周边地区开始扩张，成为山城啤酒最大竞争者。

The hepatitis B vaccine developed by Jiachen Biotechnology, a subsidiary of Shancheng Beer, faces considerable uncertainty and is expected to take 3 to 5 years to become effective.

业绩预测与投资评级：中性。]
当“啤酒”和“乙肝疫苗”两个不相干的词组合在一起，张扬瞬间回想起这场惊天骗局。

1998年10月，山城啤酒出资1435万，收购佳辰生物工程有限公司52%股权，正式介入乙肝疫苗项目开发。

在此之后，又陆续投入资金，不断增持佳辰生物股权，并开展相关研发工作。

In 2003, a therapeutic hepatitis B vaccine entered Phase I clinical trials, and the results proved that its safety met the requirements, leading to a potential increase in the stock price.

2006年进入2期A阶段临床，但最终临床结果显示疫苗对慢性乙肝病人没有功效。

However, as time went on to 2009, a large number of bullish voices emerged in the market, such as Wang Xi, a researcher at Industrial Securities, who had been publicly bullish for several consecutive years.

If Zhang Yang remembers correctly, Shancheng Beer hyped up a therapeutic hepatitis B vaccine in the second half of 2009, which was also Xu Xiang's battle for fame.

张扬之所以记得山城啤酒，主要还是通过研究徐翔、章建平等游资的成名战得知。

The moment Shancheng Beer announced the failure of its vaccine research, the "eating noodles" meme was born, with stock investors saying they were eating noodles whenever the stock market fell.

“山城啤酒是一次极佳的资金翻倍机会，但到时候，徐翔、孙国栋等柠波游资肯定也会介入，得尽快积攒原始资本了。”

Zhang Yang muttered to himself.

山城啤酒他是不会放过的，距离下半年炒作开始，还有时间，他并不着急，先记录好信息。

Xu Xiang, far away in Ningbo, probably never imagined that he would be secretly watched once again before he could even take any action.

……

5月28号，端午节。

端午节是华国的传统节日，最初为古代百越地区崇拜龙图腾的部族举行图腾祭祀的节日，后因战国时期楚国诗人屈原在五月初五跳汨罗江自尽，这才有了这个粽子和赛龙舟结合的节日。

每年的端午节，华国股市都会休市一到两天。

星期四和星期五休市，又叠加星期六和星期天，相当于股民可以放“四天假期”。

Zhang Yang was not idle. After replying to Lin Guangchang yesterday, the other party said that there was no better time than now, and that they should meet at "Su Zhe Hui" during the Dragon Boat Festival.

Su Zhe Hui is a restaurant that specializes in local Shanghai and Jiangzhe cuisine and enjoys a high reputation in Shanghai's catering industry.

Zhang Yang had just parked his Mercedes S600 and hadn't even reached the entrance of Su Zhe Hui when he spotted Lin Guangchang looking around.

He's in his early thirties, yet his head is completely white; it's hard not to recognize him. Some say it's due to too much stress, others say it's from stock market losses and arguments with his wife, and still others claim he deliberately dyed his hair white.

无论是哪种传闻，都指向了他有一头标志性的白发。

他个子不高，1米74左右，长相儒雅随和，戴着副半框眼镜，身材匀称，不瘦不胖。

“炒股养家？”

Zhang Yang stepped forward and greeted them.

林广昌听见有人喊他的游资名号，立马顺着声源方向锁定了张扬，他先是迟疑了半秒，然后是吃惊，再然后不可思议道：“你…你就是joker大神？”

他想过张扬会很年轻，可能二十五六岁的样子，但没想到这么年轻，看样子不过二十出头的年纪。

二十出头的年纪就出谋划策，把徐翔、孙国栋的“龙”截了，这说出去谁会相信？

以前他不相信天才论，现在他有些动摇了。

“现实的话，可以叫我张扬，叫joker挺别扭的。”张扬淡然一笑。

"..."

Lin Guangchang remained silent again.

too young!

眼前的青年实在太过于年轻！

这个年纪就在股市赚到数百万，他只敢在睡觉的时候，做这个梦，结果居然真有人做到。

“Zhang as in arrogance, Yang as in sailing,” Zhang Yang said again.

"Okay...ok."

林广昌回过神。

After calming his shock, he led Zhang Yang to the private room he had booked and then asked the waiter to serve the dishes.

After scrutinizing him for a few seconds, he finally couldn't help but ask, "Jok, Zhang Yang, if I may be so bold as to ask, how old are you this year?"

"22 years old, about to graduate from university."

张扬既然出来见面，就没必要隐瞒自己的基本信息，况且他还想拉林广昌入伙。

“好年轻…”

林广昌又忍不住感慨道：“我在你这个年纪的时候，还在迷茫找工作，你就已经在股市赚了几百万，真是人比人，气死人。”

刚说完，他又问道：“你现在就读于哪所大学？”

张扬：“沪都财经大学。”

"No wonder, it's a finance and economics university."

林广昌渐渐明白，为什么张扬拥有如此专业的财经素养，原来是科班出身。

"What about you?"

Zhang Yang asked rhetorically.

“我就一普通本科。”林广昌笑了笑，调侃道：“不然也不会想着通过股市赚钱。”

他最初接触股市，就是想着赚点钱，补贴家用。

在沪都生活过的都知道，这里的生活成本非常高，比首都燕京还高出不止一点。

Graduates with ordinary diplomas, if they don't have a good job, must start a side job to support their families.

……

两人有一句，没一句的闲聊，服务员也陆续把菜上齐，正当服务员想离开包厢的时候，林广昌看向张扬道：“喝酒不？”

“开车来的。”张扬回应。

“那就不喝了，再上两瓶果汁和矿泉水吧。”

林广昌看向服务员。

待服务员走后，他看向江浙汇的招牌熏鱼，介绍道：“尝尝这盘冷菜，是选用青鱼，趁鲜活时腌制，然后用秘制腌料渗入鱼肉，再以本帮传统熏煎手法制作，肉质鲜嫩，酥嫩相宜。”

当听见鲜活腌制，张扬笑了笑道：“怎么有点像潮汕生腌？”

“都差不多，试试。”

林广昌招呼着。

He's not a chef, so he doesn't know the intricacies of the process. Since it's all raw marinating, it should be pretty much the same.

"I'll give it a try." Zhang Yang picked up a piece with his chopsticks and immediately found it incredibly fresh, fragrant, and tender. He praised, "It truly lives up to its reputation as a signature dish. You can taste the tenderness and sweetness of the fish, as well as the aroma of the seasonings."

“再尝尝这个，红烧肉烧笋干，小时候我就馋这口。”林广昌继续热情招呼道。

“肥瘦相间，软糯香甜，笋干吸收了肉汁的鲜味，鲜嫩爽口。”张扬给出了他的评价。

"Try this one..."

……

十多分钟过去，张扬都有些吃撑了，林广昌才吃到半饱，光顾着介绍本帮菜。

Seeing Zhang Yang put down his chopsticks, Lin Guangchang lost his appetite and took a sip of orange juice to wipe his mouth, asking, "How was the food?"

"tasty."

张扬毫不吝啬赞扬。

He can accept all the local dishes from the Jiangsu, Zhejiang, and Shanghai region, except for West Lake Fish in Vinegar Sauce.

"Then I'll go pay the bill."

Upon their first meeting, Lin Guangchang wanted to know who "Joker the God" was and had no intention of discussing stocks.

现在见到张扬本人了，他的目的已经达成，等以后熟络起来，再慢慢向其学习。

如果一上来就问股票或其他金融市场的事情，很容易会被对方认为带着目的性接近。

Whether you're asking someone for a favor or making friends, the first meal is primarily for getting to know each other; business matters should be discussed later.

林广昌虽然不提，但张扬却看出他想“进步”的心，淡淡笑道：买单之余，也要买点权重股。”

林广昌愣了愣，瞬间会意道：“明白明白。”

看着林广昌前去买单的身影，张扬也有自己的考量。

徐翔、邱宝裕可以拉帮结派，各地游资都可以资金抱团，他张扬同样可以发展自己的游资团体，毕竟众人拾柴火焰高。

(End of this chapter)