Xia Yu didn't specifically ask Rey Dario what plans he had made, anyway, he believed that under the premise of sufficient funds, Rey Dario had the ability to complete it.

For a listed company, as long as the money is in place, it is easy to acquire a small stake, and the key is efficiency.

"Rey, I won't arrange anything else for you, try your best to acquire IBM's equity as soon as possible, it doesn't need too much, two to five to three percent is enough. ”

Xia Yu said to Rey Dario.

"Okay, boss, don't worry, at most half a month, the equity can be in hand!"

Rey Dario could sense Xia Yu's urgency, so he said very simply.

Xia Yu nodded with satisfaction, then left and went to another company on Wall Street, Tiger Global Fund.

In fact, for IBM's stocks, purely from the perspective of investment, Xia Yu will not invest a penny in it, because it is really not worth it.

IBM is now the largest company in the United States, with a market value of $36.8 billion, surpassing AT&T and Exxon.

The market value of $36.8 billion seems to be very high, but in 1967, IBM's market value reached more than $190 billion, and the GDP of the United States was only $830 billion that year, and IBM's market value was once close to a quarter of the GDP of the United States.

But since then, IBM's market capitalization has been declining, although there are also factors in the global economic downturn.

However, from now on, IBM has only reached more than 200 billion US dollars at its peak, and before Xia Yu's crossing, the market value fluctuated in the range of more than 100 billion US dollars all year round.

Now I have a stake in IBM, and it has only risen two or three times after a few decades, and I have lost to my grandmother's house!

Xia Yu will not re-bet on IBM unless his brain is pumped.

However, investing in IBM is Xiang Zhuang's sword dance to achieve greater calculations, and those gains are the most important thing.

Without being a shareholder of IBM, it is difficult to act.

Smart people always know how to take advantage of the situation!

......

After a while, Xia Yu came to Tiger Fund and met Julian Robertson, who was busy.

"Julian, how are you doing?"

As soon as they met, Xia Yu greeted him cordially.

"Oh, dear boss, it's a pleasure to see you, it's been fine lately. ”

Julian Robertson put down his pen, got out of his seat, and said with a smile on his face.

"That's good!"

"What are you up to?"

Xia Yu asked casually.

Julian Robertson laughed: "I'm studying the stock to see if there's any buried treasure." ”

"How's it going?," Xia Yu asked with some curiosity.

Julian Robertson's financial sense and analytical skills are superb, and his ability to grow to that height in his previous life Tiger Fund has played a decisive role.

Julian Robertson said: "You saw it last time, and I am still looking for it for a while, and I have preliminarily screened out five targets, and I am further collecting intelligence for analysis. ”

Xia Yu bowed his head slightly to show that he understood, and did not ask too many questions, but planned to explain his intention this time.

Rey Dario is in charge of helping him buy IBM shares, so Julian Robertson will not be idle.

Polaris Capital's New York branch is still under construction, and Xia Yu will not let such an important force not be used.

In the past few days, I have just screened out a few more investment targets, and it is time to get started.

Therefore, his face straightened and he said bluntly: "Julian, this time I need you to help me buy the shares of several companies. ”

Julian Robertson smiled narrowly, looked down with burning eyes, nodded and said, "Okay, which companies?"

For Xia Yu's ability, Julian Robertson is more shocked the more he understands, and now Xia Yu wants to take action, he is also very curious, I don't know which companies Xia Yu will be targeting, and what value those companies are targeted.

Xia Yu said directly: "It's AMD and Intel." ”

"AMD is listed on the New York Stock Exchange and Intel is listed on the NASDAQ, I need the shares of both, there is no upper limit, the more the merrier!:

"You help me buy it on my behalf, and I will provide the funds!"

Julian Robertson raised a frown, his eyes surprised.

He knows that these two companies are both companies in the semiconductor field, and their development momentum is not bad, and they are currently high-quality stocks.

Of course, for high-quality stocks, it is not the goal of the Tiger Fund, because the Tiger Fund mainly targets those companies that hide risks, or undervalued companies, which is conducive to short-term long and short positions to obtain high profits.

Companies like AMD and Intel that develop healthily have fewer opportunities, and they generally don't touch them, and they don't go long for a long time.

However, less contact does not mean that you don't understand, after all, there are not many listed companies in the semiconductor industry, and the semiconductor industry has the halo bonus of IBM, a giant, and almost all practitioners in the financial industry have researched.

Of the two companies, AMD and Intel, the former has a higher market capitalization.

AMD's full name is AMD Semiconductor Corporation, also known as Chaowei Semiconductor Corporation, founded in 1969, and its development was relatively slow, until it was listed on the New York Stock Exchange in 1979, and its turnover only exceeded $100 million in 1978, and now its market value is about $480 million.

As for the other Intel, its market value is much higher, since it was listed on the NASDAQ in 1971, it took nine years to bring its annual revenue to nearly $800 million, and the company's market value is now about $2.25 billion, more than five times that of AMD.

Intel Corporation was the first company in the world to introduce a microprocessor, and today it is famous all over the world.

Intel is the last two of the Fairchild Eight rebels Noyce and Moore were founded in Silicon Valley, and when the company was first founded, it was closely watched by capital, no way, the halo bonus of Fairchild is too big, as a pioneer in the semiconductor industry, it is difficult for them not to attract attention.

And the strength of these two rebels is also undoubted, and the famous "Moore's Law" was proposed by the founder Moore at the annual academic meeting of the International Telecommunication Union in 1975.

Having said that, Julian Robertson also knows that the relationship between the two companies is very close, and although there is competition, the two have always done a good job of cooperation, mainly because AMD relies on Intel.

Xia Yu is eyeing two semiconductor companies at one time, and his investment attitude is so resolute, he must want to have influence in the semiconductor industry.

Since Xia Yu wants to do it, as a subordinate partner of Jane, Julian Robertson naturally supports it unconditionally: "No problem, I will immediately formulate a stock acquisition plan." ”

Xia Yu nodded with satisfaction, thought about it and said: "By the way, use as many accounts as possible when acquiring, I don't want too many people to know that the stocks are concentrated in us." ”

For IBM, Xia Yu needs to take advantage of the situation, and the proportion of equity acquired is not much, so he has to make a big show and show it to others clearly.

But Intel and AMD are different, these two companies are excellent companies in the semiconductor industry in the United States, and Intel is even the leader in microprocessors.

Although Xia Yu is a Chinese-American, if he wants to completely acquire this company, it will be too difficult, and the US National Telecommunications and Information Administration will definitely intervene to stop it.

After all, everyone now knows the importance of the semiconductor industry to the future industry, which involves the most cutting-edge lifeblood and will not be controlled by outsiders.

Of course, as long as you don't find out, you can still make financial investments.

Wait until you are strong in the future, and then see the opportunity to act.

After all, Intel's future market value is high, reaching more than $500 billion in 1999, and the current market value of $250 million is not too low!

In less than 20 years, there is room for 200 times the increase, which can be called terrifying!

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