The time has come to mid-November, and it has been a month since the latest batch of androids sent by Luo Sheng, and during this time, the global semiconductor industry has seen a significant increase in performance compared with the same period last year.

The most intuitive performance is in the stock market, the semiconductor sector has started a major upward wave since mid-to-late October.

The world's leading semiconductor manufacturers such as Intel, Samsung, SK hynix, Micron, and Toshiba have continued to rise sharply, and the semiconductor manufacturers listed in China have also continued to rise.

The Science and Technology Innovation Board is currently a pattern of half of the pharmaceutical and medical device industry and the electronic semiconductor industry, and the new potential leading stocks of semiconductors such as Xiongxin Electronics, Reebok Technology, and Zhongwei Technology have set off a continuous upward trend, and even the second-tier leading stocks that have fallen out of favor such as Zhaoyi Innovation on the main board have continued to rise sharply with the entire sector.

In the past month, as long as you buy stocks in the semiconductor sector, you can't lose money, whether it's a first-tier leader, a second-tier leader, or even a third-tier leader.

The hot market of the semiconductor sector has attracted the attention of countless funds, and the market has begun to shout that the semiconductor bull market is coming.

At present, it is indeed a semiconductor bull market, and it is an unusual mad cow.

In the past month, from October 22 began to start this round of the market, directly came to the three consecutive big white line rose to show respect, domestic investors jokingly called "three flowers to the top", after a day of callback, continued to rise in volume, this time it was directly nine consecutive yang line rose, and was jokingly called "Jiuyang Miracle" by retail investors, and then two days back again staged five consecutive rises, known as "five qi sunrise".

The whole market sentiment is that if you don't buy the target of the semiconductor industry now, the target of the liquor consumption industry will be laughed at.

Entering November, shareholders are exclaiming that semiconductors are going crazy, and as long as they buy it, they will make money.

All kinds of big Vs and investment experts are analyzing the reasons for the start of this wave of semiconductor bull market, and they took off almost without warning.

The media are also competing to report, the truth seems to be coming to the surface soon, one after another media reported the world's top ten semiconductor manufacturers to disclose the relevant news, some listed companies in the conference call also disclosed the second half of the performance of the big increase.

A third-party data analysis service company also published a research report, naming major semiconductor manufacturers such as STMicroelectronics, SK hynix, Renesas, Micron, and Qualcomm all receiving large-scale orders and contracts at about the same time.

In October this year, the output value of the global semiconductor industry soared by 30% year-on-year, and in less than half a month into November, it not only exceeded the output value of the same period in November last year, but also rose by 50%, and according to this trend, it may soar by about 180% in November.

Whether it is the media, companies or some intelligence agencies, they are all investigating the origin of these buyers to find out the truth.

But no matter what the truth is, it is a major positive for the global semiconductor industry, and the major semiconductor manufacturers are as happy as if they received a pie falling from the sky.

Whatever it is, the order contract is genuinely bankable, and it won't be wrong.

Therefore, as long as these customers come to place orders and dare to give money, those global semiconductor manufacturers dare to take over the work and work hard to meet the supply needs of customers.

If you have money and don't make bastards, what could be more important than letting your profits keep running?

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Science and Technology Complex Building.

"So far, $221.8 billion in total procurement contracts have been signed, which is 15% complete according to your $1.5 trillion requirements." Qin Weimu, who was sitting opposite Luo Sheng, said concisely that this matter was not revealed to the outside world, and she also reported the progress to Luo Sheng alone and in person.

"Yes, another $100 billion order this year is enough, and the rest will be done in the next two years." Luo Sheng said with satisfaction that this wave of operations has pushed the annual output value of the global semiconductor industry chain to more than $700 billion in 2019, compared with $480 billion last year.

It is equivalent to the growth of the entire industry by 45.8%, which is simply a crazy rhythm, no wonder the stock market is so hot, and the rise in the stock prices of listed semiconductor companies is really unbearable, and it is impossible to suppress.

Qin Weimu was slightly worried: "The movement is so big, are those people you sent to me reliable?" ”

It is difficult to make such a large purchase without being noticed, and it will definitely cause some intelligence agencies to secretly investigate what kind of reputation the buyer behind it is.

Luo Sheng smiled: "Don't worry, those people are absolutely loyal and reliable, as for the movement is too big, it's good if it's big, anyway, I'm just hoarding chips, what's wrong?" And isn't there a law that says you can't hoard chips? As long as you don't find out that I'm the buyer behind it. ”

I have to say that Luo Sheng's name is too big, which is both a good thing and a bad thing.

The current situation is that many people are in a state of confusion, including those semiconductor manufacturers who take orders, there are still people who hoard chips on a large scale this year, don't you know that the semiconductor industry will double its performance every two years?

Do you understand Moore's Law?

These customers who purchase chips, the major semiconductor manufacturers have also investigated behind the scenes, and they are all leather bag companies, or companies that have just been acquired and reorganized by capital, and then place orders.

The CIA is also constantly investigating who is behind this.

The first object of suspicion is Luo Sheng, who suspects that he is doing something, but there is no evidence.

It's still untenable, even if Luo Sheng does something, there must be enough motives and reasons.

Hoarding integrated circuit chips?

Brain pumping, right?

What's more, Luo Sheng himself is engaged in the whole semiconductor industry chain, there is no reason.

The people who doubt him don't know the CIA, many agencies and people who are investigating have included Luo Sheng as a key suspect object, there is no way, who made Luo Sheng too good at doing things, and one is bigger than the other.

Now this matter is obviously not something that ordinary people can promote, and the only thing that can be investigated is to stare at the changes in Luo Sheng's assets.

However, an investigation of his asset changes will find that there is no trace at all, because the total scale of asset allocation of Shengfeng Capital and Luo Sheng's family fund is too large, and more than 1.2 trillion US dollars of hot money has been traded and circulated in the global financial market for many years.

can only suspect that Luo Sheng is doing something, but it is not enough to find sufficient evidence to prove that he is doing something.

Qin Weimu said: "What I'm most worried about is that the purchased chips will be sealed abroad and not shipped back, in case the storm hits, it will be troublesome for Europeans and Americans to play hooligans and grab it directly, and it will be funny to give it for nothing." ”

At present, a series of procurement layouts are carried out in the name of foreign companies, if they are shipped back to China, even if you don't know what you are doing with them, the United States will definitely take the export control regulations and not let you go, but expose some strategic intentions.

Therefore, it cannot be shipped back, and can only be sealed abroad.

Luo Sheng was not worried about this at all, and said calmly: "Give it for nothing? Are you kidding? I didn't plan to ship it back to China at all, I was supposed to resell it to them, and you were afraid that they would rob it when the time came, have you forgotten the card of Horizon Security? If they dare to rob it openly, I will threaten to blow up the warehouse, and they will rely on the chips in my hand if they want to restore the operation of modern industry on a large scale. ”

Qin Weimu suddenly forgot that there was still this hole card, about the Horizon Security Company, Luo Sheng had already told her when he transferred funds for it.

In this way, the Europeans and Americans will categorically not dare to play hooligans and rob them openly, and if they really blow up, it may be no less than having to go through the road of entering the information age again.

Ten years may not restore modern industry.

At that time, Huaguo was definitely the strongest existence on the surface of the planet, because whoever was the first to restore modern industrial capacity would have the biggest and hardest fist.

When the time comes, you have to count on the Chinese people to help with disaster relief, where do you dare to offend.

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