Rebirth 76: Industrial Internet Empire

Friday, April 3.

Before the market opened in the morning, major Internet companies seeking self-help broke out good news one after another...

Oracle's first-quarter profit far exceeded market expectations, Intel announced the acquisition of a European technology company, and Qualcomm's first-quarter profit increased by more than 19%...

A senior analyst at Furong Bank wrote an analysis, expressing a strong confidence in technology and Internet stocks, continuing to vigorously exaggerate the wealth effect, and arousing investors' enthusiasm for pursuing technology and Internet stocks!

When the market opened in the morning, Yasuda Kaga changed his previous strategy of focusing on Nasdaq's heavyweight constituent stocks and aggressively bought newly listed Internet stocks. The share prices of three Internet companies that had only been listed for two trading days doubled.

The wealth effect is highlighted, the new stock sector is favored by investors, and the Nasdaq Index begins to rebound...

As soon as the afternoon market opened, Nike announced that its first-quarter profit growth rate exceeded 17%!

Under the continuous good news, the stock prices of Microsoft and Qualcomm took the lead in regaining lost ground, suddenly filling up the decline in the past few days.

Led by these two very representative technology and Internet stocks, the Nasdaq continued to rebound strongly, with a long lower shadow appearing on the market.

As of the afternoon close, the Nasdaq rose 1.7%. Many optimistic fund managers believe that the short-term adjustment may be over, and it is only a matter of time before technology and Internet stocks return to the upward trend...

On March 3, Yasuda Kaga flew to Tokyo alone to meet with the major chaebol bosses of the Furong family.

Yasuda Kaga's plan was approved by the Yasuda family, and a large net targeting Qianhai Asset Management was quietly opened...

Even Yang Mo himself did not expect that the progress of the matter had completely slipped out of the historical track. The plan to short Nasdaq, which he thought was a sure win, had changes.

A hundred-footed worm, dead but not stiff.

The Japanese chaebol are the biggest beneficiaries of the Cold War between the East and the West! Although the wealth accumulated over half a century was severely damaged in the Japanese stock market crash, the fundamentals were still not damaged...

Monday, May 3.

As soon as the morning market opened, Kaga Yasuda, who has the support of many Japanese chaebol families, bared his fangs and launched a counterattack on the New York Stock Exchange and the Chicago Board of Trade at the same time, reigniting investors' enthusiasm!

Under the conscious guidance of Furong Bank, newly listed technology and Internet stocks continued the momentum of last weekend, and the new stock sector rebounded collectively...

Zongheng Investment is tit for tat, borrowing from banks and short selling new stocks regardless of cost...

Before the morning market closed, Lehman released record-breaking first-quarter earnings data. Brokerage and bank stocks rose sharply in late trading, and the three major indexes rarely went hand in hand!

…………

Silicon Valley Dune Road.

Zhiyuan Investment Company.

"Mr. Yang, the development of the situation seems to be a bit out of control! Such a large-scale reduction of holdings has not dampened the sentiment of investors..." Li Heping said worriedly.

"Then continue to increase your efforts to reduce your holdings, Qian Ning, apply to the China Securities Regulatory Commission to reduce your holdings of Sun equity held by Zhiyuan Investment, and issue a holding reduction announcement as the largest shareholder of Sun!" Yang Mo said in a deep voice!

"Mr. Yang, if we reduce our shareholding in Sun, we will really lose our controlling stake in Sun! Apple has used Sun's patents. Losing our controlling stake will bring us great risks!" Li Heping persuaded.

"Kaga Yasuda should have returned to China to recruit troops. Now we can only increase our efforts to reduce our holdings and consume many funds. When the last resort comes, let alone Sun's controlling stake, even Cisco's controlling stake may have to be given up!" Yang Mo said after thinking for a long time.

"There are rumors in the market that the Fed's rate hike this time is 50 basis points, instead of the 25 basis points previously rumored. Can we take advantage of it?" Lin Xi interjected.

Yang Mo smiled bitterly and said: "Investors were unmoved by the Federal Reserve's four consecutive interest rate hikes, and this rate hike will not cause much trouble!"

"Nowadays, Japanese media everywhere are singing the praises of Nasdaq. How about I ask Mieko to also let her media speak out?" Li Heping asked.

Yang Mo waved his hand and said: "Don't worry, it's too early now, let that old devil Yasuda Kagami be proud for a while..."

Tuesday, July 3.

Intel and Micron successively released first-quarter profits, with growth rates exceeding market expectations.

The competition between Qianhai Asset Management and AOL for the shares of Time Warner has become fierce. Yasuda Kaga took advantage of this and entered the competition to compete for the shares of Time Warner and AOL...

Led by Intel, Micron, and AOL, the Nasdaq rose 1.6% in early trading.

During the lunch break, the Federal Reserve announced that the federal benchmark interest rate for deposits and loans would be raised from 5.75% to 6%. The market reaction was muted, but it was fortunate that it was only raised by 25 basis points...

Goldman Sachs Investments.

Abby Cohen was sitting on the sofa in a daze, forgetting to drink the coffee she was holding...

The board of directors was very dissatisfied with her inaction and asked her to make a decision as soon as possible, either to close the short position in the Nasdaq futures on the Chicago Board of Trade or to sell the technology stocks she held!

But Abby Cohen seemed to be under a spell, and she never forgot what Qian Ning said to her. The most taboo thing for financial investors is to have their investment ideas influenced by others...

The brilliant records of Zhiyuan Investment and Qianhai Asset Management in the capital market have made Abby Cohen, a staunch stock bull, begin to doubt her own views.

It took four years for the Nasdaq index to rise from 1100 points to 5100 points. Abby Cohen has been pushing to increase the proportion of technology and Internet stocks held. This move has also increased the scale of Goldman Sachs' investment funds several times...

At the close of the afternoon market, the Nasdaq gained a firm foothold above 4800, an index of special significance!

After the market closed, McQuay of Kerry Investments accepted an exclusive interview with the Financial Journal. Kerry Investments manages a fund of US$70 billion and is considered one of the well-known investment companies on Wall Street!

McIver claimed in the interview: Investors should continue to add funds to science and technology stocks, this is a stock they must own! In the past three days, a total of US$170 billion has poured into stock funds, of which US$54 billion has entered information technology and Internet stocks. This investment ratio is far from enough!

The Internet feast continues...

Wednesday, April 3.

Before the morning session, Japanese media broke the news: The federal government has temporarily ended its antitrust investigation into Microsoft...

Microsoft's opening surge led to a collective rebound in technology and Internet stocks. Yasuda Kaga saw the hope of encircling Qianhai capital companies and increased his efforts to buy high-tech Internet stocks...

The Nasdaq once rose to 4900 points, and the Fed's move to shrink liquidity failed!

On the same day, Zhiyuan Investment’s plan to reduce its shareholding in Sun was rejected by the China Securities Regulatory Commission. The reasons for rejection were: the reason for the reduction was insufficient, and the major shareholder was suspected of taking advantage of opaque information to make profits...