There are only 33 "immortal stocks" left, which is less than the nine-cluster grid posted on WeChat Moments.

At the beginning of the year, the screen was full of jokes about "one yuan stock club". Now that I have turned the market again, many old faces have quietly climbed back to above 3 yuan, like a poor student who was taken out of the back row by the head teacher and suddenly started handing in homework.

Foreign investors' actions are more honest than retail investors' keyboards.

JPMorgan Chase, Barclays, and UBS, which usually use English terms in research reports, are now collectively squatting in more than two pits and turning stones.

The targets they chose looked like the last item in the vegetable market at first glance. After careful reading, they found that they had labels of "policy red envelopes" and "industry recovery".

Shenhua Holdings - The name sounds like a township enterprise, but it is actually the biological son of the Liaoning State-owned Assets Supervision and Administration Commission, holding the key to the BMW 4S store in his hand.

JPMorgan Chase posted 4.83 million shares in the second quarter, and the abacus was very good: subsidies for new energy vehicles to go to the countryside renovation of the old industrial base in Northeast China, double buffs stacked, and a 2.19-yuan shell is equipped with a BMW engine.

Meike Home Furnishing is more down-to-earth, with a stock price of 2.03 yuan, but it is doing the work of Huawei's ecological chain.

Their smart sofa can be connected to the Hongmeng system, and Barclays Bank's 7.38 million shares were invested in. It was betting that the middle class changed sofas as frequently as changing mobile phones. After all, a sofa that could lie down and swipe short videos was more convincing than the fund manager's PPT.

The story of Pubang shares is a bit wet.

The landscape project on both sides of the Pearl River in Guangzhou has just made it a 520 million yuan advance payment, and the restoration of mangrove forests in Shenzhen Bay has allowed special bonds to be fed. The stock price of 2 yuan is doing porcelain work in the "dual carbon" era.

Huatai Asset Management has increased its holdings to the fifth largest shareholder, and probably has a crush on ecological restoration, a business that directly pays money from the government's pocket.

Kangxin New Materials' scripts are like environmentally friendly and cool articles.

Wuxi State-owned Assets Supervision and Administration Commission holds 1.4 million mu of forest land with its own carbon sink attributes. The K-line chart of the carbon exchange is better than the stock price.

Barclays and JPMorgan Chase have a total of 13.06 million shares locked up their positions, betting that one day the Forestry Bureau issues a document to turn the woods into tradable green ATMs.

The most surprising thing is Zhuolang Intelligent, the "sunset industry" that makes spinning equipment, was actually organized by three foreign investors. Behind the stock price of 2.88 yuan is the order for countries along the "Belt and Road" to build textile factories.

Workers' wages in Vietnam and Bangladesh have risen faster than A-shares, so bosses can only buy smarter equipment to save labor - this logic is much smoother than fund managers talking about consumption upgrading.

The hammer from the regulators is also helping.

Those shell companies that rely on storytelling to sustain their lives can't even maintain their shells.

The remaining low-priced stocks are either supported by Shenhua Holdings with the State-owned Assets Supervision and Administration Commission, or Kangxin New Materials holds carbon sink thighs.

The stock selection standards for foreign capital are simple and crude: policy trend cash flow industry turning point, none of them are missing.

Retail investors like to ask "Can you still chase after it?" In fact, foreign investors have already answered with positions: What they buy is not cheap, but the certainty behind the cheapness.

Just like Pubang Co., Ltd., which costs 2 yuan, it does the hard tasks in the government's five-year plan; Zhuolang Smart, which costs more than 2 yuan, sells equipment that is urgently needed by Southeast Asian factories that cannot be saved.

The spring of low-priced stocks has never been a general rise, but like now - good companies are killed by mistake and bad companies are directly delisted and cleared.

The foreign-funded 16.3 million shares of Zhuolang Intelligent may be waiting for a call from a Vietnamese textile factory owner: "Brother, the equipment payment has arrived.