Chapter 808: 【Crazy Scanning】
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Global Monopoly of Technology
- Zhaoling Siyu
- 1555 characters
- 2021-01-29 08:21:54
The time came in mid-November. It has been a month since the latest batch of bionics sent by Luo Sheng. During this period, the performance of the global semiconductor industry increased significantly compared with the same period last year.
The most intuitive manifestation is in the stock market. The semiconductor sector has started a major upsurge since mid-to-late October.
The world’s leading semiconductor manufacturers such as Intel, Samsung, SK Hynix, Micron, Toshiba, etc. have risen continuously, and the domestic listed semiconductor manufacturers have also risen continuously. The most typical example is the science and technology innovation board that has just launched. The most beautiful boy of Big A since mid-to-late October.
The Sci-tech Innovation Board is currently divided into half of the pharmaceutical and medical device industry and the electronic semiconductor industry. Leading semiconductor stocks with new potential such as Xiongxin Electronics, Reebok Technology, and Zhongwei Technology have set off a continuous upward trend. Even the motherboard Zhaoyi Innovation The second-tier leading stocks that have fallen out of favor have continued to rise sharply with the entire sector.
From the past month to now, as long as you buy semiconductor stocks, you can’t lose money. No matter the first-tier leader, the second-tier leader, or even the third-tier players can make money.
Such a hot market in the semiconductor sector has attracted the attention of countless funds, and the market has begun to shout that the semiconductor bull market is coming.
At present, the semiconductor bull market is indeed coming, and it is an unusual mad bull.
In the past month, this big market started on October 22, and three consecutive big Yang lines rose directly to show their respect. Domestic investors jokingly called the "Three Flowers Gathering", which continued after a day of correction. The volume rose sharply, and this time it directly rose with nine consecutive sun lines, which was dubbed by retail investors as the "Nine Sun Magic Technique". After two days of callback, it staged a five consecutive rise again, which was called the "Five Qi Chaoyang".
The whole market sentiment is that if you don't buy the target of the semiconductor industry, it will be a joke to buy the target of the liquor consumption industry.
In November, stockholders all exclaimed that semiconductors are going crazy, as long as they buy it, they will make money.
All big V and investment professionals are analyzing the reasons for the start of the semiconductor bull market, and it took off almost without warning.
The media are also racing to report, and the truth seems to have surfaced soon. There are successive media reports on the relevant news disclosed by the world's top ten semiconductor manufacturers, and some listed companies have also disclosed significant increases in their performance in the second half of the year.
A third-party data analysis service company also issued a research report data report, naming major semiconductor manufacturers such as STMicroelectronics, SK Hynix, Renesas, Micron, and Qualcomm, which received large-scale order contracts at about the same time.
The output value of the global semiconductor industry in October this year has skyrocketed by 30% year-on-year, and less than half a month into November has not only exceeded the output value of the same period in November last year, but also increased by 50%. This trend may continue. It will soar by about 180% in November.
Whether it is the media, companies, or some intelligence agencies, they are investigating the origin of these buyers to find out the truth.
But no matter what the truth is, it is a major benefit for the global semiconductor industry. The major semiconductor manufacturers are as happy as they have received a pie falling from the sky.
Regardless of it, you can't go wrong if you pay genuine banknotes on the order contract.
Therefore, as long as these customers place orders and dare to give money, those global semiconductor manufacturers will dare to take over the work and work hard to meet customer supply needs.
If you have money and don't make a bastard, what is more important than keeping profits running?
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Technology complex building.
"So far, a total purchase contract of 221.8 billion US dollars has been signed. According to your request of 1.5 trillion US dollars, 15% has been completed." Qin Weimu, who is sitting opposite Luo Sheng, said concisely. She did not disclose to the outside world, and she also personally reported the progress to Luo Sheng.
"Yes, another $100 billion order will be enough this year, and the rest will be done in the next two years." Luo Sheng said with satisfaction. After this wave of operations, the annual output value of the global semiconductor industry chain in 2019 will be pushed forward. It reached a scale of over 700 billion U.S. dollars, only 480 billion U.S. dollars last year.
It is equivalent to an increase of 45.8% in the entire industry, which is simply a crazy rhythm. No wonder the stock market is so hot. The rise in the stock prices of listed semiconductor companies is really overwhelming and impossible.
Qin Weimu was a little worried and said, "Is the people you sent to me reliable?"
Such a large-scale purchase is difficult to avoid being noticed, and it will definitely cause some intelligence agencies to secretly investigate what the buyer behind it is.
Luo Sheng smiled and said, "Don't worry, those people are absolutely loyal and reliable. As far as the movement is too big, it will be great. Anyway, what's wrong with me hoarding chips? There is no law that prohibits hoarding chips? As long as it is not found I just need to be the buyer behind."
I have to say that Luo Sheng's name is too big, which is both a good thing and a bad thing.
The current situation is that many people are in a state of confusion, including those semiconductor manufacturers who have taken orders. There are still people hoarding chips on a large scale this year. Don't you know that the semiconductor industry will double its performance every two years?
Do you understand Moore's Law?
These customers who purchase chips have also been investigated by major semiconductor manufacturers. They are all leather bag companies, or companies that have just been merged and reorganized by capital, and then they place orders.
The CIA is also constantly investigating who the capital behind this is.
The first suspect was Luo Sheng, who suspected that he was doing something, but there was no evidence.
Still untenable, even if Luo Sheng is doing things, there must be enough motivation and reason.
Hoarding integrated circuit chips?
Brain twitched, right?
Moreover, Luo Sheng himself is engaged in the entire semiconductor industry chain, there is no reason.
Those who suspect him do not know the CIA. Many agencies and people under investigation have listed Luo Sheng as the key suspect. There is no way, who makes Luo Sheng too good at doing things, and one is bigger than one.
Now this matter is obviously not something that ordinary people can promote. All that can be investigated is to stare at the changes in Luo Sheng's assets.
However, investigating the changes in his assets will find that it is impossible to find out at all, because the total size of the asset allocation of Shengfeng Capital and the Luo Sheng family fund is too large, UU reading www.uukanshu.com has maintained more than 12,000 for many years. Hundreds of millions of dollars of hot money are trading in the global financial market, which is another pool.
It can only be suspected that Luo Sheng is doing things, but it is not enough to find sufficient evidence to prove that he is doing things.
Qin Weimu said: "What I am most worried about is that the purchased chips will not be shipped back if they are sealed in foreign countries. If the storm hits, Europeans and Americans will be in trouble if they are gangsters.
The current series of procurement arrangements are carried out in the name of a foreign company. If it is shipped back to the country, even if you don’t know what you are doing, Lao Mei will definitely use the export control regulations to prevent you from going, but expose some strategies. intention.
Therefore, it cannot be shipped back and can only be sealed abroad.
Luo Sheng didn’t worry about it at all, and calmly said,
For nothing? What’s a joke? I didn’t plan to ship it back to China at all. I originally sold it to them. You’re afraid that they will rob you, don’t you forget? Is Horizon Security the card? If they dare to it out, I will threaten to bomb the warehouse. They all rely on the chips in my hand if they want to restore modern industrial operations on a large scale."
Suddenly, Qin Weimu forgot that he still had this hole card. Luo Sheng had already told her about the Horizon Security Company when it sent funds to it.
As a result, Europeans and Americans categorically dare not play hooligans and rob it. If it is really blown up, it may be no less than going on the road from the steam age to the information age.
Ten years may not be able to restore modern industry.
It also offended the Chinese people. At that time, China was definitely the strongest existence on the planet's surface, because whoever restored modern industrial capabilities first had the biggest and hardest fist.
At that time, we still have to count on the Chinese people to help in disaster relief, so how dare you offend them?
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