My Fintech Empire

Meditation in the villa.

In the living room, Fang Hong took the documents in his hand and told Tian Jiayi: "The 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: "This batch of Xingyu Technology, Toutiao and other targets will be reserved until early May before issuing a reduction announcement."

The beautiful assistant sitting next to her nodded: "Yes, okay, I understand."

Fang Hong closed the materials and handed them to her and then reminded him again: "The wealth fund wants to cash out two trillion yuan, which 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, the stabilization funds and Xiaomi. They can support the market at the same time.”

After the shareholding reduction announcement is released, 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. Some companies' mines that have been 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 decline will be even worse and the stock price will start to drop to the limit.

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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 exceeded 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 a.m., Matrix Quantum’s time-sharing line 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 20% 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 growth rapidly increasing by nearly 8 percentage points.

Obviously, funds have begun to speculate in other links of 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 those on the main boards of the two cities next door that follow suit. It’s time to take over, because the profit-making funds threw the chips to the taker and then switched to copy the next link in the industry chain. The reaction on the market is that the funds switch between high and low.

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 sci-fi level story, I 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 it’s different now. Compared with the story of the space photovoltaic power station, which is far out of reach, the currently announced seven trillion computing power infrastructure construction project 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. Star 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 of the country 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 power 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.

In this case, the Northwest will have to continue to play the role of a infrastructure maniac and continue to lay solar photovoltaic panels crazily, without fearing the embarrassing situation of oversupply of electricity here.

Moreover, the larger the scale, the lower the electricity cost will be under the scale effect, which can further attract storage and computing centers to land here, after all, this thing really consumes electricity.

For example, the hardware operation of the storage and computing center will generate a lot of heat, which needs to be dissipated and needs to be 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, but if you say that this is done in places where electricity prices are so expensive in developed cities in the eastern coastal areas, 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 and cooling, their operating costs can be cheaper than those in coastal areas, which is also a reflection of the competitiveness here.

Because of this series of factors, 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 review and analyze the market during the weekend. They concluded that the future power gap will be very large, and the real demand is there. After the 7 trillion plan was hammered, it was basically clear.

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 over. Such a big hot spot can be speculated, and many links can be dug out and speculated. It has just started recently. It will take at least half a year to speculate all the upstream and downstream links of the entire industrial chain.

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