The investigation of Ding Wenwu, the general manager of the big fund, may cause some turmoil in the chip industry in the short term, but it will not have much impact on the entire industry in the long term. At present, the big fund is helping China solve the problem of the choke point of the grassroots circuit industry.

We are in the investment period and I believe we will be able to achieve better development in the near future.

As the most important industrial investment fund in the market, the trends of large funds play a role as a bellwether in the chip industry. Whether it is increasing or reducing its holdings, it will lead to changes in the stock prices of many listed companies. After Ding Wenwu was investigated this time,

The market has experienced certain fluctuations, but it has not had a lasting impact on the market. It is undeniable that after Ding Wenwu's problems, there was a certain impact on market sentiment. However, in the investment process, only by staying calm can you obtain the maximum returns.

At present, it seems that the second phase of the first-time investment fund has entered the investment period, and the future is still promising.

How did it happen?

On July 30, 2022, the Supervision Team of the Central Commission for Discipline Inspection and the National Supervision Commission of the Ministry of Industry and Information Technology and the Beijing Municipal Supervisory Commission announced that Ding Wenwu, general manager of the National Integrated Circuit Fund Company, was under review and investigation.

Many netizens discussed that Ding Wenwu has a long tenure and has served as a senior executive in Wuhan Xinxin Integrated Circuit Manufacturing Co., Ltd., Yangtze River Storage Technology Co., Ltd., Hubei Purple Core Technology Investment Co., Ltd. and other companies.

Whether the investment direction will change in the future and where the big funds will go is still an unsolved mystery.

What is my personal opinion?

I believe that the influx of local governments and social debts in the previous hot wave of chip entrepreneurship will bring exit risks. The arrival of semiconductors containing multiple capital will also cause the market economy to be affected to a certain extent. Now, semiconductor concept stocks have increased in value after the first half of this year.

There has been a sharp decline, and this situation has quietly changed after Ding Wenwu was investigated. You must be more rational before investing.