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Chapter 808 [Crazy sweeping goods]

It has been mid-November, and it has been a month since the latest batch of bionics sent by Luo Sheng. During this period, the global semiconductor industry has seen a significant increase in performance compared with the same period last year.

The most intuitive manifestation is in the stock market. The semiconductor sector has begun a wave of major upward tide since mid-to-late October.

Foreign leaders of the world's semiconductor manufacturers such as Intel, Samsung, SK Hynix, Micron, and Toshiba have continued to rise, and domestic listed semiconductor manufacturers have also continued to rise. The most typical example is the Science and Technology Innovation Board that was shortly after its opening, becoming the most beautiful person in the Big A since mid-to-late October.

The Science and Technology Innovation Board is currently a pattern where the pharmaceutical and medical device industries and electronic semiconductor industries are divided into half. Leading stocks with new potential semiconductor potential such as Xiongxin Electronics, Reebok Technology, and Zhongwei Technology have set off a continuous upward trend. Even second-tier leading stocks such as Zhaoyi Innovation, which have fallen out of favor, have continued to rise with the entire sector.

In the past month, as long as you buy stocks in the semiconductor sector, you will not lose money. Whether it is the first-tier leaders, the second-tier leaders, or even the third-tier leaders, they 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, it is indeed a semiconductor bull market, and it is an unusual crazy bull.

In the past month, this big market started on October 22, and three consecutive big positive lines rose directly to show respect. Domestic investors nicknamed the "Three Flowers Gathering Top". After a day of correction, it continued to rise in volume. This time, it directly rose nine consecutive positive lines, and was nicknamed "Jiuyang Divine Art" by retail investors. After two days of correction, it staged five consecutive increases again, which was called "Five Qi Chaoyang".

The entire market sentiment is that if you don’t buy targets in the semiconductor industry, you will be laughed at if you buy targets in the liquor consumption industry.

As November begins, investors exclaim that semiconductors are about to rise rapidly, and they can make money as long as they buy them.

Big Vs and investment experts from all walks of life are analyzing why the semiconductor bull market started, and they took off almost without warning.

The media are also competing to report, and the truth seems to have surfaced soon. Media reports have successively reported related news disclosed by the top ten semiconductor manufacturers in the world. Some listed companies also disclosed a significant increase in performance in the second half of the year on conference calls.

Third-party data analysis service companies also published research reports and named semiconductor manufacturers such as STMicroelectronics, SK Hynix, Renesas, Micron, and Qualcomm all received large-scale order contracts at about the same time.

In October this year, the output value of the global semiconductor industry soared by 30% year-on-year. In less than half a month in November, not only has it exceeded the output value of the same period in November last year, but it has also risen by 50%. According to this trend, it may soar by about 180% in November.

Whether it is the media, enterprises or some intelligence agencies, they are investigating the origins of these buyers and finding out the truth.

But no matter what the truth is, it is a major benefit for the global semiconductor industry. Major semiconductor manufacturers are as happy as if they have received pies falling from the sky.

What if it doesn’t matter, the real money you’ll get from the order contract, and you won’t be wrong.

Therefore, as long as these customers place an order and dare to pay, those global semiconductor manufacturers will dare to take on jobs and work hard to meet customer supply needs.

If you have money but don’t make a bastard, what’s more important than keeping profits running?

...

Technology Complex Building.

"At present, a total purchase contract of US$221.8 billion has been signed. According to your requirement of US$1.5 trillion, 15% has been completed." Qin Weimu, who was sitting opposite Luo Sheng, said concisely. This matter did not reveal to the outside world, and she also reported the progress to Luo Sheng alone.

"Yes, it's enough to place another $100 billion in order this year, and the rest will be settled 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 has been pushed up to a scale of over $700 billion, and last year it was only $480 billion.

This is equivalent to the entire industry growing by 45.8%, which is simply a crazy pace. No wonder the stock market is so hot. The stock price rise of listed semiconductor companies is really unstoppable, and it is impossible to suppress it.

Qin Weimu said with a little concern: "The movement is so big. Are the people you sent to me reliable?"

If you put in such a large amount of purchases, it is difficult to avoid being paid attention to. It will definitely cause some intelligence agencies to secretly investigate what the buyers behind it are doing.

Luo Sheng smiled and said, "Don't worry, those people are absolutely loyal and reliable. As for the big news, it's better if it's too big. Anyway, what's wrong with me just hoarding chips? There is no law that can't hoard chips? As long as you don't find out that I'm the buyer behind it."

I have to say that Luo Sheng’s reputation 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 that take orders. Nowadays, there are people who are hoarding chips on a large scale. Don’t you know that the performance of the semiconductor industry will double every two years?

Do you understand Moore's Law?

The customers who purchased chips and major semiconductor manufacturers have also investigated behind the scenes. They are all leather bag companies, or companies that have just been reorganized by capital mergers and acquisitions, and then they place orders.

The CIA is also constantly investigating who the capital is behind this.

The first person to suspect is Luo Sheng, who suspected that he was causing trouble, but there was no evidence.

It still doesn't stand it. Even if Luo Sheng does something, he must have enough motivation and reason.

Hoarding integrated circuit chips?

Have you gotten your brain?

What's more, Luo Sheng himself is developing the entire semiconductor industry chain, so there is no reason.

Those who suspect him do not know the CIA. Many institutions and people under investigation have included Luo Sheng as the key suspect. There is no way, who made Luo Sheng too good at causing trouble, and each one is bigger than the other.

Now this matter is obviously not something that ordinary people can promote. The only thing that can be investigated is to focus on the changes in the assets under Luo Sheng.

However, if you investigate his asset changes, you will find that there is no way to check it out, because the total asset allocation scale of Shengfeng Capital and Luo Sheng family funds is too large, and hot money that has maintained more than 1.2 trillion US dollars of transactions and flows in the global financial market for many years.

I can only suspect that Luo Sheng is causing trouble, but it is not enough to find sufficient evidence to prove that he is causing trouble.

Qin Weimu said: "What I worry most is that the purchased chips are sealed for foreign transportation and will not be returned. If a storm strikes, Europeans and Americans will be troublesome to directly grab them, and it will be funny if they are for nothing."

Currently, a series of procurement layouts are carried out in the name of foreign companies. If they are shipped back to China, even if you don’t know what you are doing, the United States will definitely use the export control regulations to prevent you from leaving, which will expose some strategic intentions.

Therefore, it cannot be transported back, so it can only be sealed abroad.

Luo Sheng was not worried about this at all, and said calmly: "For nothing? What a joke? I didn't plan to ship it back to China at all. It was just reselling it to them. Are you afraid that they will rob you at that time, so have you forgotten the card of Horizon Security Company? If they dare to rob it openly, I will threaten it by bombing the warehouse. If they want to restore the operation of modern industry on a large scale, they will rely on the chips in my hands."

Qin Weimu suddenly realized that he had this trump card. Luo Sheng had already told her about the matter about Horizon Security Company when he was sending funds to him.

In this way, Europeans and Americans definitely dare not act like hooligans and steal them. If they really blow them up, it may be no less than a new path from the steam era to the information age.

It may not be possible to restore modern industry in ten years.

He also offended the Chinese people because of this. At that time, China was definitely the strongest existence on the planet's surface, because whoever restored his modern industrial capabilities first would be the biggest and hardest one.

At that time, I have to count on Chinese people to help with disaster relief, so how dare I offend it?
Chapter completed!
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