As the most important industrial investment fund in the market, the trend of large funds plays a weathervane role in the chip industry. Whether it is increasing or decreasing, the share prices of many listed companies will change. After Ding was investigated, the market fluctuated to a certain extent, but it did not have a lasting impact on the market. Undeniably, the problems in Ding had a certain impact on market sentiment. However, in the process of investment, only by keeping calm can we get the greatest benefit. At present, it seems that the second phase of the big fund invested for the first time has entered the investment period.
What happened?
On July 30, 2022, the State Commission for Discipline Inspection of the Central Commission for Discipline Inspection entered the Supervision Team of the Commission for Discipline Inspection of the Ministry of Industry and Information Technology, and the Beijing Municipal Commission for Discipline Inspection released a message. After the exposure of Ding, the general manager of the National Integrated Circuit Fund Company, who was put on file for investigation, it triggered a heated discussion among many netizens. Ding has worked for a long time, and has served as an executive in Wuhan Xinxin Integrated Circuit Manufacturing Co., Ltd., Changjiang Storage Technology Co., Ltd. and Hubei Science and Technology Investment Co., Ltd. Whether the future investment direction will change and where the big funds will go is still an unsolved mystery.
What is my personal opinion?
I think that the local government and social debts rushed in in the hot chip entrepreneurial tide will bring exit risks, and the arrival of semiconductors with more capital will also affect the market economy to a certain extent. Now semiconductor concept stocks have fallen sharply after the first half of this year, and this form has quietly changed after Ding was investigated. Be more rational before investing.