ryethenovel Chapter 1248 [2 Trillion Reduction]
Chapter 1248 [2 Trillion Reduction]
Chapter 1248 [Two Trillion Reduction]
Meditation in the villa.
In the living room, Fang Hong held the documents in his hand and instructed Tian Jiayi: "The Fortune Fund will announce the reduction of holdings of Matrix Quantum, WeChat, Kunpeng Technology, Maker, Ucommune... these targets next Friday."
Fang Hong then circled the content on the document and added: "Xingyu Technology, Toutiao and other targets, this batch will be kept until early May to announce the reduction of holdings."
The beautiful assistant sitting next to her nodded: "Okay, I understand."
Fang Hong closed the materials and handed them to her, then reminded her again, "The wealth fund wants to cash out 4 trillion yuan, which is equivalent to withdrawing the principal of the first phase from the secondary market. This amount is still very large, and the time node of April is not so friendly to A-shares. Let the people below keep a close eye on the SGX in the near future. The market can fall, or even fall sharply, but the range amplitude must be controlled within the range of 10% to 15%. If necessary, the stabilization fund and Xiao Quan and others can simultaneously support the market."
After the announcement of the share reduction is released, the SGX will definitely reach a temporary peak and undergo adjustments. A round of decline is inevitable. After all, the amount is not small, and it coincides with the time window of April.
This time point in the A-share market is known as the "legal explosion window period". All major listed companies must release annual reports, and some companies' hidden bombs for a year will basically explode at this time.
Even some good companies with excellent performance may not necessarily rise at this time.
Because some people will speculate on performance expectations, optimistic companies will have already pushed up their stock prices. When the annual report is officially disclosed, the stock price will actually fall because expectations are fulfilled and good news is realized.
If the annual report is still lower than expected and the stock price is pulled up ahead of schedule, the decline will be even worse, starting from the limit down.
……
After the weekend, it’s Monday, August 4th.
It is the first trading day of the new week. Today, the A-share market opened on the Singapore Exchange. Matrix Quantum, which had hit three consecutive daily limit ups, finally opened today. It opened at a high of +2.79% in the bidding price. After opening, it surged to 4.58%, but then began to fall back.
At around 10:50 in the morning, the intraday line of Matrix Quantum dived downward and turned green, accompanied by a huge amount of release. In less than two hours, the transaction volume had exceeded 300 billion, accounting for almost 27% of the current transaction volume of the Singapore Exchange.
During the afternoon at 13:30 p.m., Matrix Quantum's share price dropped to -6.77%, with the intraday fluctuation exceeding 11 percentage points, and profit-taking funds are being cashed out.
At this time, the trading volume had exceeded 500 billion, and the stock investors were quite surprised that the stock did not hit the limit down. They did not expect that the stock would have such strong carrying capacity. After falling to more than 6 points in the afternoon, it could not fall any further, and basically maintained a range of 5 percentage points below the water level, fluctuating and consolidating.
At the same time, concept sectors such as electricity, smart grid, photovoltaic new energy, and green electricity have been favored by funds and have moved abnormally in the afternoon.
In particular, the photovoltaic sector led the gains in the three markets, with the sector's increase rapidly increasing by nearly 8 percentage points.
Obviously, funds have begun to speculate in other links of the industrial chain. Qunxing is going to invest an astronomical figure of 7 trillion yuan to build an integrated storage and computing center. Such a large-scale computing infrastructure project will definitely require an astronomical figure for electricity and energy consumption.
Matrix Quantum has been on the board for three consecutive days, and related concept stocks have also soared for three days, especially some copycat stocks on the main boards of the two neighboring cities. The probability of chasing and taking over is greater. In fact, today's relay is basically to be taken over, because the profit-making funds have switched after dumping the chips to the takeover party to copy the next link in the industrial chain. This is reflected on the market that funds are switching between high and low and rotating.
In particular, the new energy concept sector represented by photovoltaics is very popular and is favored by capital.
The ultra-long-term expectation is space solar power stations. For those who invest in photovoltaics based on this logic, what supports them at the moment can be said to be their belief in the "power of belief." After all, it is too far away. In the eyes of many people, this is a science fiction story, and no one knows when it will be realized. If one uses this logic to formulate a strategy, one can only believe in the power of belief.
But now it’s different. Compared with the story of the space solar power station, which is far-fetched, the 7 trillion storage and computing power infrastructure construction project announced recently is already a reality. The news broadcast used one-third of the day’s time to report on this matter.
With 7 trillion yuan invested in building storage and computing centers, the demand for electric energy will surely surge. Qunxing Capital has long been involved in the new energy sector, especially in the photovoltaic new energy sector.
Many people have questioned the crazy deployment of solar photovoltaic panels in the northwest of China. It seems that they want to cover the entire desert and Gobi desert in the northwest of China with solar photovoltaic panels. Can the electricity generated only be used for the new modern agriculture being promoted there at the same time? It seems that they don’t need that much electricity, right?
If electricity is transmitted from west to east to supply developed coastal cities, the cost-effectiveness will be greatly reduced, and the energy loss in the process will be reflected in a sharp increase in costs.
After seeing the 7 trillion yuan computing infrastructure project plan, many people suddenly had a sense of enlightenment. For example, if a computing center is built in the Ningxia area in the northwest, the electricity provided by solar photovoltaic energy in the northwest can be used directly to power it, avoiding the power loss caused by long-distance power transmission, which will greatly reduce electricity bills and thus reduce the operating costs of the computing center.
From this perspective, the Northwest will have to continue to play the role of an infrastructure maniac and continue to lay solar photovoltaic panels crazily, so as not to worry about the embarrassing situation of oversupply of electricity.
Moreover, the larger the scale, the lower the electricity cost will be due to the scale effect, which will further attract storage and computing centers to settle here. After all, this thing really consumes a lot of electricity.
For example, the operation of the hardware in the storage and computing center will generate a lot of heat, which needs to be dissipated and maintained in a constant temperature environment.
If the electricity here is cheap enough, we can directly arrange air conditioning for cooling in the computer room, which is equivalent to consuming electricity to cool down. However, if we want to do this in the developed cities on the eastern coast where electricity prices are so high, the cost will definitely be unbearable.
But the electricity here is cheap enough. Even if all storage and computing centers use electricity for cooling, the operating costs can be cheaper than those in coastal areas, which is also a reflection of the competitiveness here.
Precisely because of this series of factors, the photovoltaic concept is very popular today and the power sector is very hot.
This is also inseparable from the fact that various funds had enough time to review and analyze during the weekend last week. They concluded that the future electricity gap will be very large. The real demand is there, and it is basically clear after the 7 trillion plan was implemented.
And some quick-reacting funds have quietly begun to lurk in concept stocks related to computer room air conditioners or industrial air conditioners, waiting for funds to rotate in. Such a big hot spot can be hyped up, and many links can be excavated and hyped up. It has just started recently. It will take at least half a year to hype up all the upstream and downstream links of the entire industrial chain until there is nothing left to hype.
……
(End of this chapter)