Chapter 388 This is really a ridiculous comedy
So as a listed company, in order to have good-looking financial reports, it is natural to start "slimming down".
The entertainment sector such as video and live broadcasting "got" the first cut, with more than 150% layoffs, and some business departments were even eliminated directly.
Baidu’s stock price has also been falling continuously. By July 1st, there were only 48 billion US dollars left.
If Baidu had not launched the three major artifacts of intelligent AI, autonomous driving and the metaverse, I am afraid that whether it could hold on to the figure of 40 billion would have been a problem.
Moreover, surrounded by all the heroes, all of Baidu's platforms lack a good content ecology, and the basic traffic is declining day by day. Institutions are not optimistic about it, and investors are very disappointed.
Coupled with layoffs and expenditure reductions, if Baidu cannot achieve milestone results in its three major artifact projects, I am afraid investors will not even give it a chance to earn back its research and development expenses.
One general can achieve great success, and Baidu is just a microcosm of domestic enterprises.
As Suiren Company’s products are selling like hotcakes, consumers in overseas markets are paying for Suiren Company, and other competing products will naturally experience a decline in performance.
However, unlike China, the share prices of foreign companies have fallen the most in the high-end manufacturing industry.
When Chenxing S11 made Snapdragon 888 its younger brother, after Qualcomm negotiated an emergency meeting, some shareholders even shouted: If anyone dares to develop their own chips, we will take back the technology!
However, with the "enthusiastic help" of industry insiders, Qualcomm's technology department reluctantly told the senior management team and shareholders: "They are really all self-help, from framework design to logic algorithms, everything is in line with ours." There are differences in technology.”
Of course it is impossible to announce this situation to the outside world.
Having said harsh words, naturally you can’t slap yourself in the face.
And shareholders and executives were also pleasantly surprised to find that after the harsh words were released, Qualcomm's stock price began to stop falling and rise.
Investors also learned about Qualcomm’s “real” side with the help of many “science popularizers” and media.
The big brother in the field of mobile phone chips can beat the scalp of other manufacturers with a big patent stick. Even Xiawei Qilin, which is at its peak, has limited production capacity due to certain technical reasons.
“So Chenxing S11 will also suffer this kind of treatment. Now that Qualcomm’s stock price is falling, it is a good time to buy the bottom!” said a certain YouTube influencer.
And this big V with a high degree of education and a golden resume proudly "revealed" some secrets to subscribers.
“Qualcomm is a well-known international company and has extremely high market influence in the international community. With the help of such market influence, Qualcomm relies on its strong scientific research capabilities. If it really conducts research on certain companies, If there are partial or complete restrictions on relevant technologies, the targeted company will either have to accept a capital injection from Qualcomm and become a Qualcomm employee in addition to handing over a large amount of profits.
I personally hope that the latter will happen, which means that Qualcomm may be able to use this opportunity to enter Jiuzhou Technology Company, increase its huge cash flow, and gradually devour the other party.
When the time comes, the one million US dollars I have invested now may increase to three million or even five million. After all, Jiuzhou Technology Company is also the world's third mobile phone system company and the world's leading wafer manufacturing technology research and development company. . ”
Many people have no idea about the technology mentioned, but when this elite boss mentioned that he also bought one million US dollars of Qualcomm stock, and it will soon rise to five million At that time, many users who subscribed to him were moved.
Then something even more surprising happened to many retail investors. >
Jim, the chief stock analyst of CP, a well-known Wall Street investment institution, predicted in an interview, “As Qualcomm begins to defend its patents and market position, the market gradually begins to realize that the business of this semiconductor design giant has become more Diversification, Qualcomm stock price may rise by more than 25% in the next 6 months. The market thinks Qualcomm is just a smartphone chip design company, and the general view is that its fate is closely linked to Pingguo. In my opinion, this view has dragged down Qualcomm's stock price and underestimated the sacredness of intellectual property and the strength of technology patent barriers. "
This interview was circulated among major institutional platforms and retail investors. Many people who read it were excited and called OMG.
Of course, TSMC and Hanxing Semiconductor also encountered the same situation. Due to Xia Xin Technology’s 7nm process and its large-scale expansion of common processes such as 14nm, TSMC and Han Xing Semiconductor not only lost Xia Wei as a major customer
, and also lost many ordinary corporate customers in Daxia.
After all, chips for daily household appliances and equipment such as car chips and charging chips really do not use single-digit nanometer high-end processes.
Therefore, while the Chenxing S11 chip is overflowing with global dominance, it has also made investors realize that the Daxia semiconductor industry has jumped from the low-end to the high-end. The advantages of TSMC and Korean Semiconductor have been lost, so keen investors have begun to sell stocks secretly. It's just that there were too many people selling, causing the stock prices of TSMC and Korean Semiconductor to almost fluctuate and fall.
After Qualcomm’s big brother gave a first-hand demonstration, other interested companies naturally followed suit.
After all, people on Wall Street are not lofty gods. They are also human beings and they also like dollars.
While receiving red envelopes, you can also make money from stock price fluctuations by knowing the inside story. Why not?
So a very fragmented phenomenon has appeared in many European and American countries.
Suiren Company's products are in short supply, and Suiren's civilian home appliances on supermarket shelves are frequently sold out. People's mobile phone systems have either been refreshed with the Gonggong system or installed boundary markers to optimize and speed up.
In the public opinion media, major newspapers and organizations that were very authoritative in the past did not mention it at all. Instead, they advocated the metaverse, the coming of the golden age of the entertainment industry, and other virtual entertainment industries and High-tech companies such as chip manufacturing have strong patent barriers.
At this time, there is no such thing as global integration and mutual benefit for everyone.
Ameri Investment Bank executives said in an interview, “We should think of it this way, in the next 5 to 10 years, all human activities that have not yet been moved online will be moved online. We can only imagine it What will it look like?
Investors should consider investing in the Metaverse the same way they invested in the early days of the Internet, which means looking at hardware vendors first, then software vendors, and then the companies operating within the technology.
Entering the virtual world will require huge amounts of computing power. For example, companies such as Nvidia, AMD, and Qualcomm, as well as OEM manufacturers such as TSMC and Korean Semiconductor.
Chip semiconductors are 1nm ahead, and their performance is vastly different. Fortunately, the companies I am talking about are companies that maintain the industry's top processes and patented technologies.
As for Daxia? Hell, they were still watching black and white TV thirty years ago. Do you think they would have a chance to enter the circle of Metaverse hardware providers?
Come on, I admit, this is a really ridiculous comedy. ”
(End of this chapter)