Chapter 1008: The Stock God
It is sunny on March 29, 1024, Xia Yin celestial calendar.
If you want to talk about which companies have attracted the most attention in the global market in the past two days, in addition to Jiuzhou Technology, which has been named variously, Daxia TSMC is also on the list.
Zhang Wuzhong, the founder of TSMC and the godfather of Ryukyu Semiconductor, as an old man who has been working in the semiconductor industry for decades, when TSMC invested heavily in building factories in the United States, perhaps it was the failed investment experience in the United States that influenced him, or perhaps it was because of the international considerations. Due to the impact of the situation, his attitude was initially opposed.
In just three months, his attitude changed from opposition to strong support for building the factory. He even said that "globalization is almost dead and free trade has almost disappeared." This is a pessimistic view of the future.
But when the factory was established and had real output, the participation and endorsement of senior executives from Pingguo, Nvidia, AMD and other companies caused TSMC's stock price, which had dropped a lot, to begin to rise steadily.
At the Wall Street Conference two days ago, the various "arrangements" made by the heads of companies and associations in the American semiconductor industry for TSMC directly caused TSMC's stock price to change from a steady rise to a surge.
After all, at conferences, when these high-tech companies promote how powerful their future new products are, they will mention that the chips of this product will use TSMC's new 3-nanometer process, and will be manufactured using the 2-nanometer process in the future.
Investors and stock bettors may have doubts about the generosity of those technology giants and the performance of future black technologies, but they all know one thing, that is, the products of so many technology companies, regardless of whether they will be successful or not, are reflected in the side effects. It seems that TSMC will not be short of orders in the future, and may even burst into orders directly!
After all, the production capacity of high-end processes is limited, and the pie that these technology companies draw is getting bigger and bigger. Analysts came to this conclusion by looking at TSMC's shipments and the sales of other technology companies in recent years.
Even if Pingguo cannot rely on new chips and "self-healing folding screens" to return to the world's number one position, TSMC can rely on this massive order to secure its position as the world's top two.
And it’s a guaranteed profit! All American technology companies must rely on TSMC’s high-end process capabilities!
The simple concept of capital appreciation has caused TSMC's stock price to soar. This is something technology companies such as Nvidia and Pingguo did not expect.
According to past logic, TSMC is just a wage earner using Western equipment and technology. The United States allows TSMC to produce, and only then can TSMC start manufacturing equipment and chips. For such a company that can be manipulated at will, why do sons like Bipingguo have soaring stock prices? Faster?
However, capital’s sense of smell is also keen.
Berkshire Hathaway, owned by American legend and billionaire Warren Buffett, disclosed its quarterly position report in the new week: In the first quarter of the new year as of February 30, the company opened a position to buy 65.21 million shares of TSMC , the market value of its holdings reached US$5 billion.
The former stock god has always tended to invest funds in finance, insurance, and consumer stocks, but has not made any large-scale investments in technology stocks and chip and semiconductor stocks.
At a time when TSMC's stock price is soaring, Berkshire Hathaway, owned by billionaire Warren Buffett, actually revealed that it had recently invested heavily in TSMC, the leading chip stock, making it the largest investment in new stocks in the past six months. Once the wisdom of God was praised by the outside world.
It also makes TSMC the second largest technology stock held by Buffett, second only to Pingguo.
This news once again pushed TSMC’s stock price soaring.
As of the close, TSMC ADR's stock price closed up 11.61%, and its market value increased by US$42.512 billion from the previous day's close, setting the largest increase in the new era.
As for TSMC's corporate customers, chip design companies such as Pingguo, Nvidia, AMD, Qualcomm, and MediaTek have experienced good stock price increases, but they are still much inferior to TSMC's drug-like charge.
At the same time, Warren Buffett’s Berkshire Hathaway
The spokesperson also said: “After reducing our holdings in stocks such as United Bank of America, Activision Snow, Bank of New York Mellon and real estate investment trust Store Capital, our company already has tens of billions of high-quality funds ready to invest.
Jiuzhou Technology is a leading company in the global technology industry. If you are willing to have more funds to develop scientific research projects, our company has extremely sincere plans to choose from. "
As soon as these words came out, let alone the mood swings in the American market, netizens and stock investors in Daxia were also as excited as a roaring tsunami.
"Zhoucao? The real-life version where I treat the stock god to dinner is online? Will Mr. Gu treat the stock god to hot pot?"
"Laughing to death, when I think about Mr. Gu leading the stock god to finish the hot pot, and then immediately taking out the ancestral hot pot coupons to use for consumption, I wonder if the stock god will be confused."
“As of now, the company with the largest stakes held by the stock god is Pingguo, with a total investment value of more than 100 billion U.S. dollars, followed by Bank of America, and the third by the oil giant Chevron.
The spokesperson of the Stock God Family said this, wouldn't it mean that Jiuzhou Technology can become the second most invested company, or even become the largest investing company in the future?
The stock god doesn’t love Guo? Send warmth to our Daxia enterprises? Cow beer. "
"This is the keen sense of capital. If Jiuzhou Technology really lets this old man buy shares, I'm afraid he will really cut down the first, second and third investments, and directly invest heavily in Jiuzhou Technology."
"Don't even mention that the stock god wants to invest heavily in Jiuzhou Technology. If there is such an opportunity, I would also want to go all in Jiuzhou Technology! I can sell my house, my car, or my company! But Mr. Gu doesn't give me this opportunity!!!"
"Crap, snap, Shuiren Company is listed on Yan Stock Exchange, Jiuzhou Technology is taking off overseas, and both companies have a market value of trillions. Doesn't Mr. Gu become the world's richest man directly?"
"Turtle, what is a genius? Doing technology, making great technology products, and going public in finance, he will soon become the world's richest man, and Mr. Gu is not married yet. This is probably because he has to be the jewel in the crown of a world-class noble or a big capitalist to be able to do this. Mr. Gu's ship."
"You are all watching their invitation to Jiuzhou Technology, only I saw that this old man's company once again reduced its holdings in BYD, which is obviously a tactic of coercion, inducement, and divide and conquer."
"Brother upstairs, you are not alone! After 5 reductions, this old man has cashed out more than 10 billion Xia yuan from BYD's shares. Damn, he is really rich."
Due to the severe crackdown on water army and unknown organizations feeding dog food in the past few years, and the improvement of the management level of current online public opinion platforms, Daxia's online public opinion is now much better than it was five years ago.
Thanks to the infusion (I wish you good health soon, my friend), book friend 9354, book friend Star Legacy, life is too tiring and I just want to rest, Danyu 92, cat abuser Schrodinger, lxyy Lanmiao book friend 1527, light sugar, book friend 2655, book friend 2624, forget-me-not flower, forget-me-not grass, shrimp bookworm, wood water female cat, book friend 4441, dark diamond, dragon emperor and phoenix ancestor, book friend 904236, Yang Sanshui, Yang Sizhuang, sniper aE... and other book friends for voting and supporting.
The yin continues to be yin, and the yang is early yin, Yang Guo and Yang Kang. Come on!