Chapter 1248 [There are many speculations and endless expectations]
A news announcement from Xingyu Technology sent the stock market flying. The heavyweights in the SGX market collectively strengthened. The SGX 50 Index could not hold back the pressure and climbed all the way up, making the market that was originally weak suddenly become stronger.
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As of the close at 15:00, Xingyu Technology stepped out of a positive line and soared 4.37%, once again touching the edge of a record high. Even Matrix Quantum, which originally fell by nearly 6 percentage points, also turned red after the market and rose 3.76%.
Star Video, WeChat and other targets closed up in the range of 3 to 5 percentage points after the market closed.
Driven by the joint efforts of these big guys, the NSE 50 index not only turned weak but turned strong and recovered today, it also broke through a new historical high and stood above the 2400 point mark for the first time. The index rose 1.68% after the market closed at 2406.68
At 1:00 p.m., SGX’s full-day turnover was 398.2 billion.
Hot topics after the closing. Whether it is the stock trading circle, the technology circle or the melon-eating crowd watching the excitement, they are all talking about the news announcement released by Xingyu Technology and hotly discussing this epic linkage.
Many self-media bloggers simply spread that the STAR5 smartphone will be released in May. Xingyu Technology has completed a technological breakthrough in high-end chips in the consumer field, and the result is the latest generation of STAR series smartphones.
Most people think so, including many people in the technology industry and investors in the capital circle.
A few days ago, Fang Hong also posted on Weibo in a high-profile and confident manner, saying that Matrix Quantum has made major breakthroughs in hardware technologies such as AI computing chips, and that the gap with the international leading level has been shortened to within one generation. In the next one to two years, it may become even more popular.
Catch up with the world's most advanced level.
Maybe that's an understatement.
Now that the outside world looks back at this information, it increasingly feels that it is another kind of strong evidence. Let’s talk about the lithography machine that netizens are most concerned about. New Micro Semiconductor has made a phased breakthrough in the early years. Others have made lithography machines.
, New Micro Semiconductor’s technical route is jokingly called building a photolithography factory.
Looking back now, combined with the huge demand for production capacity brought by the current 7 trillion plan of Qunxing, it seems that only "lithography factories" can keep up with such strong demand. Many people have even begun to believe that all this is
The development route planned by Qunxing Capital has been clearly arranged in all links of the upstream, mid-stream and downstream industrial chain, both on the demand side and on the supply side, realizing a large closed loop of the entire ecological system.
Xingyu Technology’s R&D investment has been ranked first in the world for a long time. Last year’s R&D expenses were comparable to the entire Yingguo’s entire scientific research investment in the same year. It would be weird to invest such a large amount of R&D expenses without producing results.
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Moreover, this summer new product launch conference has so many star-level technology manufacturers linking up, which is also a point of great concern, because there has never been such a scene before, and the lineup of linked companies is extremely luxurious.
Die-hard fans of Xingyu Technology are all looking forward to the summer conference in May. Many users who are still using STAR3 or STAR4 mobile phones have expressed that they have long wanted to change to new phones. There are even some STAR2 mobile phones still in use. This is definitely
Really in love.
Although the previous generations of products are excellent, they cannot withstand the doubling of chip performance and technology per year under Moore's Law. Even if the engineers of Xingyu Technology optimize the software to the extreme, they cannot make up for the generation gap in hardware.
gap.
But then again, as the saying goes, a skinny camel is bigger than a horse. Xingyu Technology’s STAR2 smartphone has indeed failed to keep up with the times, but STAR4 is still capable and benchmarks against the new flagship phones of other domestic peers.
, the overall performance is not even inferior.
You must know that this is a mobile phone made three years ago. It can only be said that on the one hand, Xingyu Technology's technical strength was too far ahead of its peers before it was "sealed". On the other hand, the so-called domestic peers are also pulling their weight.
Xingyu Technology has been standing still for almost three years and has been unable to catch up. The market share it gave up has not been eaten up. Instead, foreign Apple has taken over it.
Consumers have also discovered that in the past three years without Xingyu Technology releasing new products, technological progress and innovation in the smartphone industry have slowed down significantly.
There are no major technological breakthroughs. Before Xingyu Technology was "sealed" three years ago, the industry was overwhelmed with technological innovations, including under-screen fingerprint scanners, full-screen displays, etc. Each generation of Xingyu Technology's flagship
The products are amazing and lead the trend of fashion technology.
At present, peer manufacturers seem to be resting on the innovation technology of Xingyu Technology. They can only make optimization and small improvements under their existing innovative element system, and there is no product that will make consumers’ eyes light up and subconsciously notice it.
Amazing new products that make you say "Wow!"
As time went by, when the US stock market opened that night, Apple's stock price plummeted, falling -6.89% that day, and its market value fell below the US$700 billion mark.
The reason for the decline is due to the news announced by Xingyu Technology on the other side of the Pacific during the day. It is now widely rumored that Xingyu Technology's summer new product launch conference will bring STAR5 to stage the "Return of the King". This is not good news for Apple.
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Nowadays, in the industry, whether those who support Xingyu Technology or those who are dissatisfied with Xingyu Technology, they all believe that the most threatening competitor to Apple is Xingyu Technology. This is what Apple itself has always believed.
Three years have proven that in the smartphone industry, only Xingyu Technology's STAR series of mobile phones can compete head-on with Apple's iPhone series of mobile phones. Almost no other peer brands can compete. Otherwise, Xingyu Technology has given up in the past three years.
The market will not be eaten up by the iPhone.
And colleagues in the industry have not forgotten that three years ago, Apple's iPhone series mobile phones officially launched in the Greater China market and competed head-on with Xingyu Technology's STAR series mobile phones. The iPhone series mobile phones were hoisted and beaten. At that time,
Xingyu Technology is at its peak.
After finding that head-on competition was not enough, they resorted to third-party tricks such as "throwing lime" and "tickling the vaginal legs". They used non-market means to cut off the supply of high-end chips to Xingyu Technology, allowing the Xingyu Technology team to take the lead in the design
The S680 chip developed in cooperation with Qualcomm became the swan song.
Nowadays, it is widely rumored that Xingyu Technology’s summer chip conference STAR5 is coming. It must be a breakthrough in the three-year “sealing” and a successful technological breakthrough in the high-end chip segment.
Investors in North America are worried that Apple will not be able to compete. Facing the strong return of Xingyu Technology with the STAR5 mobile phone, they are worried that Apple's market share in the Greater China market will be regained by this competitor, and Apple's performance next year will not be good.
Where to go.
With such expectations formed, it is only normal for its stock price to fall.
Moreover, in today's US stock market, not only the share price of Apple, a technology company, is falling, but also the share prices of many semiconductor manufacturers are also affected, and have fallen to varying degrees.
Because if Xingyu Technology really announces its strong return with the STAR5 mobile phone this summer, it means that its domestic semiconductor industry chain has successfully broken through on the road to independence. It is also equivalent to announcing that a series of previous suppressions on it have led to bankruptcy.
and ended.
This means that the most important industrial crown in the West that the big Vs boast about is going to disappear. After all, when it doesn’t exist, it boasts about the industrial crown, and when it breaks through, it pretends to be dead and doesn’t mention it.
If we really want to talk about a greater impact, the technological breakthrough of the domestic semiconductor industry chain is obviously more influential and significant than the release of the STAR5 mobile phone by Xingyu Technology.
