Chapter 634 [Accelerate the replacement of the entire semiconductor industry chain]

Open in the afternoon.

The Shanghai and Shenzhen stock markets continued to fluctuate upwards.

At 13:31, major market software pushes news:

[The consumer electronics sector continued to strengthen in the afternoon, Xingyu Technology rose +9.94% to close the daily limit, the stock price hit a record high of 8.63 yuan, and the market value was 2,376.313 billion yuan. The stock has risen +239.76% since its listing]

The leader of the Chinese military hit the daily limit, and the market once again staged a market where elephants danced. The original net outflow of funds turned into a net inflow of 163 million yuan.

At the same time, Quantitative Capital, which resumed listing today, also tried again to hit the second temporary stop.

But it still failed.

It was beaten down again by the short side funds, but the funds are continuing to buy, because there are expectations, it is difficult to fall, and the probability of returning after the festival to continue to rise is higher.

Kyushu Blue Arrow, Yixing Video, Weibo and other group galaxy concept stocks also hit record highs one after another today.

The stockholders all knelt down.

Last year's market was so bad, but the galaxy concept stocks went up against the trend alone, walking like US stocks, either making new highs or on the way to new highs.

Countless stockholders watched them soar all the way.

The higher you are, the less you dare to buy, the more you dare not buy, the higher the rise, until now it is unattainable.

Except for Quantitative Capital and Xingyu Technology listed today, the stock prices of other galaxy concept stocks are all 100-yuan stocks, and many retail investors cannot afford to buy one even if they want to.

Last year's No. 1 bull stock, Yixing Video, became the first stock in the history of the A-share market with a share price exceeding 1,000 yuan. This was beyond everyone's expectations. Buying a lot requires at least 100,000 yuan.

The current market value of the stock has reached 192.3 billion yuan, and the stock price has reached 1,028.35 yuan. Buying a lot requires more than 102,800 yuan.

A high stock price is actually a good thing, and it is also a kind of threshold in itself, which prevents many retail investors from chasing high prices, lest Chiyu will be bored in the future.

When you pull the brakes, you can catch big fish and small fish in one go.

...

With the passage of time, the Shanghai stock index surged to 2443.03 points and set a new high for the year, and the intraday increase also expanded to 1 percentage point.

But at 14:02, Xingyu Technology's daily limit exploded.

Foreign capital is continuing to sell.

At the same time, just a few minutes after the index reached a new high, because the explosion of the leading Chinese army also affected the market sentiment, the Shanghai Stock Exchange Index fell accordingly, because not only Xingyu Technology fell back at this moment, but also several major listed subsidiaries of Qungalaxy. different degrees of decline.

Today, the transaction volume in the two cities has also shrunk, because the Chinese New Year is coming, and the transaction volume has not been released in the past few days. Everyone has to spend funds to celebrate the New Year, and there is not much incremental capital coming in. This is also normal.

As of the close, the Shanghai stock index closed up +0.57%, closing at 2432.40 points.

In terms of individual stocks, Xingyu Technology closed up +7.39%, and the stock price closed at 8.43 yuan after the market, with a full-day trading volume of 8.733 billion and a market value of 2,321.242 billion yuan.

In addition, Quantitative Capital, which resumed listing today, finally closed up +1618.47%, the stock price closed at 42.79 yuan per share, the full-day trading volume was 1.935 billion yuan, and the market value was 59.82 billion yuan.

With the closing of the market today, the last trading day before the Spring Festival, the two markets closed in red, which is quite satisfactory.

Shareholders are still very satisfied with the trend of Big A in the past two months. Although the big positive line has not been pulled up today, and the leader of the Chinese army exploded after being closed, both the market index and the leader of the Chinese army have reached new highs today. .

On the whole, it is flawless.

After all, the New Year is coming, and it is normal that there is not much incremental capital. After the Spring Festival, it is likely to increase the amount of upside.

Whether it is the market index or the leader of the Chinese army, they have maintained a strong upward trend, and the market is definitely not over.

...

During the Spring Festival, the country is celebrating the new year.

The people from Xingyu Technology are negotiating with Qualcomm on the seized 47 million S680 mobile processor chips, and the outside public is completely unaware of the game inside.

Fang Hong didn't go back to his hometown for the New Year, the Spring Festival just passed in Xincheng.

During the annual vacation, he was not idle, but was starting to arrange the whole semiconductor industry chain.

...

On Wednesday, February 13th, Jingxinju Villa.

In the living room downstairs, there is a huge panoramic view of the entire semiconductor industry chain laid on the floor at this moment. Only Fang Hong, Tian Jiayi and Yu Qiu are in the living room of the villa, and the other girls have all gone back for the New Year.

From the fact that Xingyu Technology's 47 million mobile processor chips were detained, Fang Hong determined that the suppression of the high-end chip industry chain will come soon, at most by the end of this year.

At that time, the establishment of the National Integrated Circuit Industry Investment Fund will definitely be accelerated, which is crucial.

To build the entire semiconductor industry chain, both talents and funds are very important. It is not a big problem for talents to be “lost”, but funds also need to be thoughtful.

Qunxing Capital cannot directly invest in the semiconductor field with high-profile fanfare.

If you do this, your opponents will inevitably take action on the issue of funds. You Qunxing Capital is so rich. The reason why you are rich is that you have harvested too much in the global capital market, and you have pushed the beautiful country into a hurry. The capital of Qunxing Capital is located.

Fang Hong also has some scruples about doing this. Youdao is not afraid of thieves stealing, but he is afraid of thieves thinking about it. This matter should not be too careless, not to mention that Qunxing Capital has been targeted by Wall Street for not a day or two.

If the income of Qunxing Capital is affected, many things will go wrong, and it will trigger a chain reaction. In fact, this is one of the reasons why Fang Hong does not allow Qunxing Capital to increase leverage.

However, the establishment of a domestic semiconductor industry chain requires not only talents, but also abundant and stable financial support. This can only rely on the blood transfusion support of Qunxing Capital. The state has allocated more than 100 billion yuan in support, which is actually quite a lot, but for It is not enough for the whole semiconductor industry chain.

At this time, we only need to rely on Qunxing Capital to continue to provide financial support, and Fang Hong's coping strategy is the establishment of the National Integrated Circuit Industry Investment Fund. Appropriate support.

In this way, Qunxing Capital will pick itself out, and Pretty Country will not concentrate too much on Qunxing Capital.

And doing so means that Qunxing Capital will not take credit. The higher-ups have no reason not to agree, and the higher-ups are also happy. After all, the country has no losses if things fail, and the leadership is wise if things happen.

Qunxing Capital does not ask for credit, but if it wants to take jobs, the money is paid by Qunxing Capital, so how to do it should be handed over to Qunxing Capital, and there is no place to refuse such a request.

In this way, Qunxing Capital decides how to invest money.

However, Qunxing Capital will still not come forward to directly manage it, but will introduce an agent and make decisions behind the scenes.

In addition, Qunxing Capital is only a small shareholder for those companies in the entire semiconductor industry chain that it supports, and it does not cover the entire industry chain, but most of them are nested through a complex equity structure. Qunxing Capital is the best at things.

In short, the whole session is walking on two legs.

One leg is the "curve entry" of Qunxing Capital's capital, which is then allocated by the state to the big fund, and then the big fund invests in major semiconductor companies in the industrial chain; the other leg is Qunxing Capital's "secret holding" of those invested semiconductor companies , is the de facto major shareholder.

Investing so much money is of course not for nothing. Qunxing Capital has made the greatest efforts in the entire semiconductor industry chain, and it will naturally eat the biggest piece of cake if it succeeds in breaking through in the future.

...