In the living room, Fang Hong took the documents in his hand and told Tian Jiayi: "Wealth Fund's holdings of Matrix Quantum, WeChat, Kunpeng Technology, Maker Square, Ukom...these targets will issue a reduction announcement next Friday.
"
Then Fang Hong circled the contents of the document and added: "Xingyu Technology, Toutiao and other targets will be reserved for this batch until early May before issuing a reduction announcement."
The beautiful assistant sitting next to her nodded: "Yeah, okay, I understand."
Fang Hong closed the materials and handed them to her and then reminded him again: "If the wealth fund wants to cash out two trillion yuan, it is equivalent to withdrawing the principal of the first phase from the secondary market. This amount is still very large, plus the time point in April
It is not so friendly to A-shares. Let the people below pay close attention to the SGX in the near future. The market can fall or fall sharply, but the amplitude of the range must be controlled within the 10% to 15% range. If necessary, stabilization funds and Xiaomi
They can all take action at the same time to support the market."
After the shareholding reduction announcement is released, the SGX will definitely peak in stages and usher in adjustments. A round of decline is inevitable. After all, this amount is not a small amount, and it coincides with the April time window.
The Big A time period is known as the "statutory mine explosion window period". All major listed companies have to release annual reports, and the mines that some companies have hidden for a year will basically explode at this time.
Even some good companies with very good performance may not rise at this time.
Because some people will speculate on performance expectations, optimistic companies have already pushed up their stock prices. When the annual reports are officially disclosed, they will fall because the expectations are fulfilled and the benefits are realized.
If the annual report is not as good as expected and the stock price rises in advance, the fall will be even worse and the stock price will start to drop to the limit.
…
After the weekend, Monday, April 10th.
On the first trading day of the new week, the A-share market opened today on the SGX. Matrix Quantum, which has gone beyond three consecutive one-word daily limits, finally opened today. The bidding opened 2.79% higher and shot up to 4.58% after the opening.
, but then started to fall back.
At around 10:50 in the morning, the time-sharing line of Matrix Quantum dived downwards and turned green. At the same time, accompanied by a huge release, the transaction volume had exceeded the 30 billion mark in less than two hours, accounting for almost 10% of the new trading volume.
The current transaction size is 27%.
During 13:30 in the afternoon, Matrix Quantum's stock price dropped to -6.77%, with an intraday amplitude of more than 11 percentage points, and profit-making funds are being cashed out.
At this time, the trading volume has exceeded 50 billion, and the stock investors were quite surprised that the limit was not hit. They did not expect that the holding power of this ticket would be so strong. After falling to more than 6 points in the afternoon, it could no longer fall.
Basically, it remains within a range of 5 percentage points under water, fluctuating and consolidating.
At the same time, concept sectors such as electric power, smart grid, photovoltaic new energy, and green power were favored by funds, and there were many changes in the afternoon.
In particular, the photovoltaic sector led the gains in the three cities, with the sector's gains rapidly increasing by nearly 8 percentage points.
Obviously, funds have begun to speculate on other links in the industrial chain. Qunxing is planning to spend an astronomical 7 trillion yuan to build an integrated storage and computing center. Such a large-scale computing infrastructure project will require an absolutely astronomical amount of power and energy consumption.
Matrix Quantum has been on the board for three consecutive days, and related concept stocks have also risen sharply for three days. Especially on the main boards of the two cities next door, some follow-up stocks are more likely to follow suit. In fact, today's relay is basically
It's time to take over the order, because the profit-making funds threw the chips to the taker and then made a switch to copy the next link in the industry chain. The reaction on the market is that the funds will switch high and low again.
In particular, the new energy concept sector represented by photovoltaics is hotly speculated and favored by funds.
The ultra-long-term expectation is space photovoltaic power stations. People who invest in photovoltaics based on this logic can be said to believe in the "power of belief" that supports them at the moment. After all, it is too far away. In the eyes of many people, this is
A science fiction level story, you don’t know how long it will take to realize it. If you use this logic to make a strategy, you can only believe in the power of belief.
But things are different now. Compared with the far-fetched story of the space photovoltaic power station, the currently announced infrastructure construction project of 7 trillion computing power is already real, and the news broadcast took one-third of the day.
dedicated time to report on this matter.
With an investment of RMB 7 trillion to vigorously build storage and computing centers, the demand for electric energy will definitely surge. Stars Capital has already been in the field of new energy for a long time, especially in the field of photovoltaic new energy.
In the past, many people questioned the rampant deployment of solar photovoltaics in the Northwest. They wanted to cover the entire Gobi desert in the northwest with a layer of solar photovoltaic panels. Could it be that the electricity generated could only be
For the new modern agriculture that is being promoted simultaneously there? It doesn’t seem like that much electricity is needed, right?
If power is transmitted from the west to the east to supply power to developed coastal cities, the price/performance ratio will be greatly reduced, and the power loss in the middle will be reflected in a significant increase in costs.
Now after seeing the 7 trillion storage and computing infrastructure project plan, many people suddenly felt a sense of enlightenment. For example, if a storage and computing center is built in the northwest Nianxia area, the electricity energy provided by solar photovoltaics in the northwest can be directly
Providing power to it avoids the power loss caused by long-distance transmission, which greatly reduces the electricity bill, thereby reducing the operating cost of the storage and computing center.
From this point of view, the Northwest has to continue to use its infrastructure madness and continue to lay out solar photovoltaic panels crazily, so as not to worry about the embarrassing situation of excess power here.
And the larger the scale, the more electricity costs will continue to fall under the effect of scale, which will further attract storage and computing centers to settle here. After all, this thing really consumes electricity.
For example, the operation of the hardware in the storage and computing center will generate a large amount of heat, which needs to be dissipated and maintained in a constant temperature environment.
If the electricity bill here is cheap enough, you can directly arrange air conditioning for the computer room, which is equivalent to consuming electricity to cool down. However, if you want to do this in a place where electricity prices are so expensive in developed urban areas on the eastern coast, the cost will definitely be unbearable.
But the electricity bill here is cheap enough. Even if all storage and computing centers use electricity for cooling, their operating costs will still be cheaper than in coastal areas, which is also a reflection of the competitiveness here.
It is precisely because of this series of factors that the photovoltaic concept is very popular today, and the power sector is very popular.
This is also inseparable from the fact that various funds had enough time to conduct review and analysis during the weekends last weekend. Their analysis concluded that the power gap in the future will be very large, and the actual demand will be put aside. After the seven trillion plan is implemented,
It's basically a well-known brand.
And some quick-responsive funds have quietly begun to lurk in concept stocks related to computer room air conditioners or industrial air conditioners. Waiting for funds to come in, such a big hot spot can be speculated, and many links can be explored and speculated.
It has only just started recently. It is necessary to stir up the upstream and downstream links of the entire industry chain until there is nothing left to stir up. It will take at least half a year to get started.
