牛散炒股

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神秘“牛散”,浮盈40多亿
Di Yi Cai Jing· 2025-09-04 00:21
Core Viewpoint - The recent surge in A-shares has led to significant unrealized gains for several prominent investors, referred to as "bulls" or "牛散" in the market, marking a fruitful season for them [1] Group 1: Key Investors and Their Gains - Investor Zhao Jianping has seen an unrealized gain of at least 420 million yuan from his investment in Dongxin Co., Ltd. (688110.SH), which has surged by 289.37% since July [2][7] - Investor Zhang Jianping has a substantial holding in Cambricon Technologies (寒武纪), with a current unrealized gain of at least 4.2 billion yuan, as the stock price has increased by 385.89% since last October [2][4] - Zhang Jianping has also entered the top ten shareholders of eight other stocks, with seven new positions taken in the second quarter, all of which have shown significant price increases [4][5] Group 2: Performance of Specific Stocks - Cambricon Technologies' stock price has fluctuated significantly, with a peak of 1,595.88 yuan on August 28, after a 133.58% increase from July 1 to September 3 [3][4] - Other stocks that Zhang Jianping invested in during the second quarter, such as Zhejiang Rongtai (603119.SH) and Huilong Technology (300007.SZ), have also experienced notable gains, with Zhejiang Rongtai rising by 129.62% [5][6] - The stock of Dongxin Co., Ltd. reached a historical high of 136 yuan per share on September 3, reflecting a substantial increase from its lower trading range earlier in the year [7] Group 3: Other Notable Investors - Another investor, He Mingkun, has been invested in Weixin Materials (688585.SH) for over two years, with the stock price increasing by 1,141.14% this year, resulting in an unrealized gain of approximately 160 million yuan [8]
最多浮盈40多亿,最少也9位数!章建平、赵建平、何明坤等一众“牛散”押宝路线图来了
第一财经· 2025-09-03 13:49
2025.09. 03 本文字数:2642,阅读时长大约4分钟 作者 | 第一财经 黄思瑜 封图 | AI生成 最少浮盈过亿,最多更是浮盈数十亿,A股最近一段时间的大涨,着实让一众"牛散们,走进了丰收季节。 到了今年上半年,寒武纪股价呈现震荡态势。在一季度该公司股价整体下跌5.32%的情况下,章建平加仓了74.75万股,这期间该股处于551元~819元 之间。二季度,寒武纪继续震荡下行,累计下跌3.45%,但章建平持股未动。 赵建平押宝东芯股份(688110.SH)至少浮盈4.2亿元。 随着上市公司中报披露收官,牛散们的"押宝"路线图也进一步清晰。如广为人知的章建平,去年四季度便已进入寒武纪前十大股东之列,今年一季度加仓 后,截至6月底的持股数量,达到608.63万股,而寒武纪自去年10月以来股价大涨385.89%。即便在最高点建仓,若持股至今,章建平至少浮盈42亿元 左右。 除了寒武纪,章建平还出现在其他8只个股的十大流通股东之列,其中在二季度新进7只个股,自4月1日以来均涨势不俗,多只股票涨幅超过100%。 与章建平一样,还有多位"牛散"也押中了热门股。其中,赵建平二季度大举买入东芯股份之后,7月以来该股 ...