The weekend is over and it’s Monday, March 5th.
Today's market conditions in the A-share market show that the index opened slightly higher and then fluctuated all the way down. However, the ST sector and the shell resource concept sector took off in various ways at the opening and were sought after by funds.
As a result, Big A's market today left many investors speechless, especially the price-invested investors.
Good stocks are all falling, while a bunch of junk stocks with poor performance are going red across the board.
What the hell is this!
But this is not unexpected. The biggest logic behind the take-off of the ST sector and the Shell Resource Concept sector today is that it was stimulated by the backdoor listing of the five major subsidiaries of Qunxing Capital during the weekend.
You wouldn't know it if you didn't look for it. When you look for it, investors are shocked to find that the super giant Star Capital has invested in 2,000 companies in the past few years. This number is really scary.
Most of these companies have died, but there are still more than 300 companies that have received Series C financing.
Qunxing Capital has recently borrowed money from five companies to land in Big A. It is obviously accelerating the listing plan of its subsidiaries. Among the more than 300 companies that have passed the C round of financing, even if 20% are going to be listed, then There are also sixty or seventy families.
Coupled with the trend after the listing of the subsidiaries of Qunxingxing, Weibo has increased by more than 35 times, Yixing Video has increased by more than 37 times, and ATL has also increased by seven or eight times.
The expectations were too strong.
Those shell resource concepts and the value of ST junk stocks have injected strong expectations. Once they are "turned over" by Qunxing Capital, it will turn into a phoenix in seconds, and the stock price will skyrocket several times or even more than ten times.
Because of this, these junk stocks are now being sought after by funds and continue to rise.
It's just a bet that you can be "turned over" by Qunxing Capital. Come and ambush them first. If you bet correctly, you can directly take off vertically on the spot. The probability of picking up a treasure by betting on one or two is small. Then bet separately and bet more. , the probability has increased.
Such as Yixing Video's crazy rise, even if you bet on thirty stocks, even if the market value of the other 29 stocks returns to zero, as long as you catch Yixing Video, you can not only reduce the losses of the other 29 stocks, but make up for it. , and make a lot of money.
This is what caused the junk stocks in the ST sector and Shell Resources Concept sector to take off across the board today, setting off a rising tide.
…
In the afternoon, stay in the villa quietly.
A luxury car drove to the door of the villa, and the person who got out of the back seat of the car was a young man. It was Qin Feng, the head of Xingyu Technology.
Hutao girl came to the outside of the villa, opened the door, and led Qin Feng into the living room on the first floor of the villa.
After a while, Qin Feng, who was sitting alone on the sofa in the living room, saw Fang Hong walking down from the second floor. He came to the sofa in the living room, sat down on one of the single sofas, looked at Qin Feng and said concisely: "whats the matter?"
Generally speaking, there is nothing big going on at Xingyu Technology, and Qin Feng will not come looking for him.
At this time, Qin Feng said: "It is mainly about chip semiconductors and Apple's entry into the Greater China market this year."
Fang Hong immediately said: "What happened to the chip semiconductor?"
Qin Feng replied solemnly: "As for the problem of domestic substitution, the upstream and downstream industrial chains cannot keep up with the progress of Xingyu Technology. This puts our domestic substitution strategy into a very passive situation, and it is very uncomfortable. Xingyu Technology mainly makes chips. Design, but other aspects such as photolithography, etching, glue development, etc. cannot keep up, so we can’t let Xingyu take over the entire chip industry chain, right?”
Obviously, Qin Feng is here to complain. He wants his sponsor, Qunxing Capital, to accelerate the domestic replacement of the entire semiconductor industry chain. Although it is also working on it, the high-tech super industrial park in the western suburbs of the new city has been built, and a large number of high-tech companies have They are also moving in, especially those doing semiconductors.
However, this is not enough.
Qin Feng looked at Fang Hong and said in a solemn tone: "As the saying goes, people are afraid of being famous and pigs are afraid of being strong. There are many things that cannot be separated from foreign countries in the company's smartphones, especially chips. , I am now very worried about foreign chips from Xingyu Technology."
Fang Hong was quite surprised. Qin Feng's judgment was very sharp and forward-looking, but he said calmly: "The chip is stuck in the neck? How can you see it?"
After hearing this, Qin Feng analyzed: "This is the year when Xingyu Technology and Apple will face direct competition. I am not afraid of competition on the table, but I am afraid that my opponents will use dirty tricks like lifting vaginal legs and spreading lime powder. My conclusion Yes, no matter what, Apple cannot let it take off in the Greater China market.”
Fang Hongyan said concisely and comprehensively: "Go on and expand."
Qin Feng said methodically: "I made a deduction myself. Assume that I am the head of Apple and enter the Greater China market this year. It would be best if I could directly seize the market share of Xingyu Technology through the competition of the product itself. , but if I can’t grab it and compete in such a big market, I can’t just give up. I will definitely go to K Street to lobby Watsonton, cut off Xingyu Technology’s chip supply, and directly seal the throat with a sword.”
In a market with such a huge population, Xingyu Technology has now achieved annual sales of 20 to 30 million units, and it is still growing at a rapid rate. This market is still in an incremental trend, and it will be unimaginable in the next few years.
Qin Feng continued: "As long as Xingyu Technology's chip supply is cut off, it will be impossible for new products to come out, leaving a blank market that Apple can eat up unscrupulously. Taking a step back, if this had not happened For these things, Apple’s products have come in and are selling like hotcakes. If we want to complete the domestic replacement of chips and semiconductors, we cannot let foreign companies eat up our market.”
At this moment, hearing what Qin Feng said, Fang Hong only felt two words, don't worry!
Under his control, Xingyu Technology can really sleep peacefully without worrying too much, but Fang Hong still said calmly: "How do you say this?"
Qin Feng explained clearly: "It is becoming increasingly difficult to amortize the cost of chips and semiconductors. In the past, one segment could allow multiple companies to survive, and each company's R&D costs could be amortized, but now Under Moore's Law, there are fewer and fewer companies that can amortize R&D costs, such as photolithography machines. The global market can only allow Esmore to survive, and more companies cannot survive."
The reason is very simple, that is, R&D costs are getting higher and higher, so a huge market is needed to amortize R&D costs.
After a pause, Qin Feng looked at Fang Hong and continued: "Let's put it this way, what if Xingyu Technology's sales of 20 to 30 million mobile phones a year become the sales volume of Apple's iPhone series? That means it will be huge. By amortizing Apple’s R&D costs, Apple will have more profits to support the development of more advanced chips, thereby continuing to lead the market.”
"Our country is such a huge market and the economy is in rapid development. The largest middle class group will be born in the future. Based on our population base, the expected increase in future market users can be said to be on the same level as all developed countries in the world. This For a technology-intensive industry like smartphones, one can imagine how big the cost amortization of owning this market will be."
Qin Feng then added: "Apple is like this, and so is the logic of the entire chip and semiconductor industry. my country's import of chips consumes almost as much foreign exchange as its oil imports, and may even exceed oil imports in the future. quantity."
Speaking of this, Qin Feng sighed: "I don't know how much amortization costs foreign chip semiconductor companies rely on in the Greater China market. This should have been left to our own semiconductor companies. The most important thing is that it will lead to permanent substitution of domestic products." Even though we are trying our best to catch up, our market has been helping our competitors amortize R&D costs."
"Under Moore's Law, opponents are accelerating their upgrades. You have finally caught up with this generation. The performance of other people's new products is already two generations ahead of you. What's the point? It can be said that as long as Moore's Law does not expire, we may never be able to catch up. superior."
Qin Feng finally said firmly: "If we want to achieve domestic substitution, we cannot allow foreign semiconductor companies, including Apple, to have such large sales in our market. If sales do not increase, their cost amortization will be suppressed and it will be difficult to amortize. After that, the opponent’s research and development speed will inevitably slow down, so that we can catch up and achieve a real narrowing of the gap or even catching up.”
…
(End of chapter)
