Chapter 123 [High-tech stocks can be played by price investment?] 】
Fang Hong has not posted on Weibo for several days, and today he updated a Weibo again to maintain the increase in influence, which also means that the fame value has soared.
Although a single ordinary netizen can't contribute a few points of fame, the scale is huge, and the current number of Weibo fans of the K3478 account has reached 5.75 million, not including those who do not follow this Weibo account but are also indirectly affected.
Fang Hong took a screenshot and edited the content and posted it:
[The market continues its upward trend, the Shenzhen Component Index has taken the lead in breaking through the previous high, out of the new high of the year, and it is only a matter of time before the Shanghai Composite Index breaks through 2400 points. I didn't see any big problems with the disk, and the stock was waiting to rise. 】
[Individuals are still in a state of full holdings, and if there is an opportunity to do a T operation during the session, the overall bullish view remains unchanged. 】
Fang Hong updated the latest Weibo news, he did not close the page immediately, but waited for a while after posting it and then refreshed the page, and it didn't take long to see a lot of comments.
[Front row Mark.] ]
[If you don't read Master Zu's Weibo, I'm uncomfortable.] ]
[Master Zu spoke, steady, hold to rise!] ]
[K God's T is definitely a must for Big A, it's very good for others to outperform the market, K God is a big outperform the rising speed of holding stocks, this is the charm of doing T......]
[It's almost 240 million, and I paid attention to it before I posted the first Weibo, and the account capital was more than 30 million at that time, and it has only been more than three months, and now it is close to 240 million, witnessing the rise of Master Zu with my own eyes. ]
[K God, if you want to invest in value, what is the best target to choose?] ]
Fang Hong, who was swiping the comments on the message, saw this comment, and immediately edited the post to reply //: [If I want value investment, I will choose consumer stocks, financial and banking stocks, and consumer stocks such as wine, medicine, medical equipment and other leading stocks. ]
After a while, a fan immediately asked on the floor where he replied to the post: [K big, can't technology stocks be invested? ] Looking for a long-term hold of individual stocks in the semiconductor sector......]
K3478 reply to the post //: [Which well-known value investor dares to invest in technology stocks?] Technology stocks are not something that can be played by value investment, it is something that can only be played by venture capital institutions, and the iteration of technology is quite fast, and technology is accurate or rich, and it is possible to rise ten times, twenty times, or even hundreds of times in two or three years. ]
K3478 reply to the post //: [But once the technology is backward, it will be gone, that is not what players in the secondary market can afford to play or afford, and it is not something that retail investors can play, don't tell me that it is value investment in technology stocks in the secondary market, this is speculation, at most it is a phased trend of the main rising wave. ]
Fans replied to the post //: [For example?] Are there any cases? ]
K3478 reply to the post //: [For example, Yahoo, the former IT giant is a typical cycle, the highest stock price is $500, like the sky, but since it is behind, it is a unilateral decline, there is no bottom, you say Yahoo has no technology? ] Not advanced? At that time, a company with a lot of bulls could have no technology? ]
K3478 reply //: [What is high-tech?] High-tech is short, new, fast, the faster it is eliminated, the more advanced high-tech, if you can use a twenty or thirty-year-old technology, is it called high-tech? That is called general technology is not high-tech, the conversion efficiency of high-tech is very, very low, to transform civilian or general technology, it must be cheap and easy to use, so the conversion rate is low, and it is difficult to generalize. What's the use of just making it if you can't afford it? ]
K3478 post reply //: [CERN's Alpha Laboratory also succeeded in creating antimatter at the end of the last century, that is, antihydrogen atoms, that is, antiprotons or antimatter equivalent to hydrogen, is this considered high-tech? It can even be said to be black technology, but what is the use if you can't afford to build it? It is estimated that it costs $62.5 trillion to create 1 gram of antimatter, so what's the use? ]
Fang Hong edited several paragraphs of content to reply, and a large number of fans quickly left messages on the post, expressing their sudden realization.
[It makes sense, Master Zu's logic really can't be refuted, high-tech is indeed not something that can be played by price investment, it is only played by venture capital institutions.] ]
[Or that the secondary market can't be played, only the primary market can be played.] ]
[If you think about it, it seems that Buffett, a typical price investment boss, has never bought technology stocks.] ]
[Understood, the price of the distribution of consumer stocks, financial stocks of the leading stocks.] ]
[Isn't medicine a tech stock?] Why in the consumer category? ]
[Medicine itself belongs to both large consumption and scientific and technological attributes, and can be divided into two categories in general: one is medicine, such as medical devices, medical services, etc., and the other is medicine, such as innovative drugs, generic drugs, traditional Chinese medicine, etc. ]
……
Fang Hong didn't reply to the post interaction, and after reading it for a while, he quit Weibo.
It is worth mentioning that Buffett, known as the master of value investment, has never invested in high-tech stocks, it can be said that he has never invested in high-tech stocks in his life, and in September last year, Buffett subscribed for 225 million shares of Biadi with 8 Hong Kong dollars, but the current Biadi is not a domestic new energy giant ten years later, and now Biadi is still doing F3 vehicles.
Similarly, Buffett bought Apple's stock in the post-Jobs era, and when he bought Apple, Apple's products were already general consumer goods.
That is, the year Buffett bought Apple, Apple has begun to play the small loan company, from the perspective of capital, Apple is no longer a high-tech company, the use of Apple mobile phones in the United States is the same as the domestic use of Fu Bao, that is, direct loans, North American consumers can get loans to buy Apple devices.
Before that, especially in the Jobs era, Buffett didn't buy Apple shares at all, and it wasn't until Apple became a consumer finance stock that Buffett began to hold the company's shares aggressively.
In fact, the current unlisted Oufei Light and HITOP Technology are typical examples, at a time stage, their technology is very good, and the stock price is also very fierce, but then the stock price has collapsed, not that they have no technology, but that the technology iteration is too fast, once the stock price is backward, it is a unilateral decline that cannot see the bottom.
It can be seen that if someone says that high-tech stocks are value investments that can be held for more than ten or twenty years, it is absolutely not stupid or bad, and the real smart money is at the outlet, and when it is in the uptrend, it is speculated and then withdrawn quickly.
Invest in technology stocks? Long-term technology stocks? Who will bid with you? Who's with you?
High-tech is something that can only be played by venture capital institutions, with a low conversion rate and a low success rate, but the cost of VC is low enough, and investing in a hundred technology startups in the primary market can recover the losses of the first 99 companies as long as they become one.
One of the most classic cases is SoftBank Investment's Ahri Baba.
Not long after Fang Hong just quit Weibo, Xu Jingren suddenly made a phone call, and as soon as he connected it, a voice came: "Boss, do you know Senior Qin Feng in the fourth year?" ”
Qin Feng?
Fang Hong called back and said, "Oh, are you talking about the science and engineering bully Qin Feng who successfully cracked the jailbreak iPhone3 and PS3 game consoles?" ”
Xu Jingren: "Yes, that's him." ”
Qin Feng, Fang Hong still knows something, he is a well-known academic and engineering man in the school, the iPhone3 was cracked by him not long after it was launched, and the Sony PS3 game console was also easily cracked by him.
However, Qin Feng did not post the cracking process on the Internet and share it publicly, and students who have iPhones on campus who want to escape from prison will go to him and charge 50 yuan to help them escape from prison.
Xu Jingren's voice came from the phone: "Qin Feng found me yesterday, I don't know if he was improvised, he said that he also wants to start a smartphone company." ”
Hearing this, Fang Hong smiled and said, "So he asked you to invest money?" ”
Xu Jingren also smiled: "That's right, he wants Quantum Beat to invest a sum of money to support her entrepreneurship." ”
The entrepreneurial team of Quantum Beat and Xu Jingren is currently very famous in the school, and the alumni know that the Weibo that is now popular was founded by them, and the current Weibo is already very famous among college students, especially in the recent period of time, the popularity of the "micro" competition has remained high, and the final list of winners will be judged soon.
Xu Jingren said again: "Our company itself is not enough, and we definitely can't invest in him, but I think this guy has something, do you see if you can introduce him to our company's investment institution, Qunxing Capital?" ”
Fang Hong said neatly: "Okay, in a few days, you let him come to me first, I have to see if he is worth investing, and then I can introduce him to Mr. Cao." ”
Xu Jingren replied: "OK, I'll go back and say hello to him." ”
After hanging up the phone, Fang Hong couldn't help but think of Rebus's Xiaomi, at this time, Xiaomi Technology has no shadow, and it is not surprising that the start-up capital will be ready until April next year.
This Qin Feng, judging from his cracking iPhone3 and Sony PS3, is a high-IQ genius with great technical strength.
He wants to set up a company to start a business in the field of smart phones, Fang Hong is quite optimistic, and he is also happy to invest in him.
……
(PS: Asking for a commuter pass, subscription)