Hua Xia Shi Bao·2025-09-05 08:08Core Viewpoint - The article highlights the significant profits made by individual investors, referred to as "牛散" (bull investors), in the A-share market, particularly focusing on companies listed on the STAR Market (科创板) such as 上纬新材 (688585.SH) and 寒武纪-U (688256.SH) [2][3] Group 1: Performance of Individual Investors - Individual investor 何明坤 has held shares in 上纬新材 for over two years, increasing his holdings to 214.92 million shares, resulting in a market value of approximately 1.8 billion yuan, with a profit of 1.6 billion yuan from an initial investment of less than 200 million yuan [2][3] - Another investor, 章建平, has seen significant gains from his investment in 寒武纪, with a potential profit of around 4.2 billion yuan due to a stock price increase of 385.89% since last October [2][7] - The article notes that 何明坤's presence among the top shareholders of 上纬新材 has changed, indicating a high turnover among individual investors in the stock [3][4] Group 2: Stock Performance and Market Trends - 上纬新材 experienced a dramatic price increase, reaching a peak of 110.48 yuan, representing a 13.2-fold increase from its previous price [3][5] - 寒武纪's stock price fluctuated significantly, with a peak of 1595.88 yuan, surpassing other major companies in the market [7][10] - The stock price of 东芯股份 rose from a low of 29.82 yuan to a high of 136 yuan, showcasing the volatility and potential for profit in the semiconductor sector [9][10] Group 3: Investment Strategies of "牛散" - The article emphasizes that successful investors like 何明坤 and 章建平 have capitalized on government policy directions and industry trends, particularly in the semiconductor sector [3][11] - Investors tend to diversify their portfolios across multiple stocks within the same industry to increase their chances of success, as evidenced by 章建平's investments in various semiconductor companies [11] - The article suggests that the ability to identify potential "牛股" (bull stocks) is challenging, with a low probability of success, highlighting the speculative nature of such investments [11]