The turnover of A shares exceeded trillion yuan today, the gem index rose by more than 2%, and chips and semiconductors led the rise.

1.1

GE Weidong has his eye on a chip company

GE Weidong made another move, this time targeting the chip company.GE Weidong appeared in the list of investors announced by Silipu.

Recently, Snape announced that it had a fixed increase. Specifically, the IPO price was 149.53 yuan per share, the number of shares issued was 12.04 million shares, and the total amount of funds raised was 1.8 billion yuan.Among them, GE Weidong was allocated 1.926 million shares with an amount of 288 million yuan.

(source: Trapp announcement)

Trapp's main business is chips, including R & D and sales of analog integrated circuit chips, involving automotive chips, MCU chips, Huawei concepts and so on. According to information previously disclosed by Snape, Hubble Technology, the company's shareholder, is a wholly owned subsidiary of Huawei.

According to the latest financial report, in the first three quarters of 2023, the company achieved business of 813 million yuan, down 44.63% from the same period last year, mainly from the fourth quarter of 2022. Due to the decline in the prosperity of the end market, downstream customer demand has declined. In the first three quarters of 2023, the net profit attributed to shareholders of listed companies was 16.3044 million yuan, down 94.11% from the same period last year.

According to public information, GE Weidong, a private equity tycoon, still has a large position in AI's leading iFLYTEK and Zhaoyi innovation in the semiconductor industry in the third quarter of this year.

GE Weidong laid out Zhaoyi Innovation a long time ago. At the end of the second quarter of 2018, he newly entered Zhaoyi Innovation's shareholder list, holding 2.524 million shares, with a market value of 274 million yuan at the end of the period. GE Weidong has been increasing his positions for many quarters since then, increasing his holdings to 29.512 million shares by the end of the second quarter of 2021, with a market value of 5.545 billion yuan at one point.

Since then, GE Weidong began to reduce his holdings, falling to 17.4945 million shares by the end of last year, with a market capitalization of 1.793 billion yuan. GE Weidong chose to increase his position again in the second quarter of this year, with the latest holding of 19.003 million shares and a market value of 1.874 billion at the end of the third quarter.

"my parents were born to make an investment" is the personal signature of Weibo Corp, GE Weidong.

GE Weidong is a legendary figure in the futures industry. His family got rich in the futures market and made a lot of money in copper futures. He is known as the "folk copper king". Founded Shanghai chaos Investment in 2005, served as chairman of the company, became a private equity boss, and was good at long-term investment in technology stocks.

The 2023 Hurun Rich list was recently released, with chaos Investment GE Weidong ranked 342nd with a wealth of 16.5 billion yuan.

2.2.

sixteen0The capital of 100 million yuan is at the bottom! Incremental fund borrowingETFSpeed up admission

After the Central Huijin Company announced the purchase of ETF, money continued to pour into ETF. Last week, the broad-based index ETF received a substantial inflow of funds, with a net inflow of 16.03 billion yuan for the whole week.

Specifically,Shanghai and Shenzhen 300ETF become the main force of bottom capital inflows.A total of 4 products were on the list, namely Yi Fang Shanghai and Shenzhen 300ETF, Huatai Barry Shanghai and Shenzhen 300ETF, Castrol Shanghai and Shenzhen 300ETF, and Huaxia Shanghai and Shenzhen 300ETF, with capital inflows of 6.592 billion yuan, 5.057 billion yuan, 2.73 billion yuan and 1.208 billion yuan respectively.

(BenArticleThe contents are all listed with objective data and information, and do not constitute any investment recommendations)

Huaxia SSE gem 50ETF, Yifangda SSE gem 50ETF and Yifangda gem ETF also received net capital inflows of 2.192 billion yuan, 830 million yuan and 897 million yuan, respectively.

Last week, there was a large capital outflow from some small and medium-sized index sectors, with a net capital outflow of 10.213 billion yuan for the whole week. Judging from the direction of capital outflowThe net outflow of CSI 1000 Index is higher.Huaxia, Yi Fangda, Wells Fargo funds under the CSI 1000ETF merger net outflow of more than 600 million, CSI 500ETF outflow of 429 million yuan.

It is worth noting that ETF funds have recently accelerated "up-to-date" and become an important channel for incremental funds to enter the market.

Yi Fangda, rich country two fund companies reported the first batch of Shenzhen stock 50ETF approved, is about to usher in the release.Shenzhen Stock Exchange 50ETF from the launch of the index to the product approval of only 8 trading days, once again refresh the equity ETF product development cycle record.

A number of science and technology 100ETF linked funds have been issued recently.At present, there are also Boshi Shanghai Stock Exchange Co-chuang Board 100ETF connection, Cathay Pacific SSE Co-chuang Board 100ETF launch connection, Yinhua Shanghai Stock Exchange Co-chuang Board 100ETF connection, Penghua Shanghai Stock Exchange Co-chuang 100ETF connection and other first batch of science and technology creation 100ETF connection funds.

In addition, the second batch of Science and Technology Innovation Board 100ETF will be released on October 30th.Huatai Berry Fund, Huaxia Fund, easy Fonda Fund Science and Technology Innovation Board 100ETF sales period is from October 30 to 5 working days.

Since the beginning of this year, incremental funds have been accelerated through ETF.

Data show that as of October 27, a total of 115 ETF funds were set up, raising a total of 77.803 billion yuan, of which 93 equity ETF funds raised 69.559 billion yuan, accounting for 89.04 percent.

At present, there are 860 ETF products in the market, 113 more than the same period last year, with a total scale of 1.92 trillion yuan, an increase of 28.33% over the same period last year. Among them, there are 701 stock-based ETF, with a scale of nearly 1.37 trillion yuan, an increase of 46.2% over the same period last year.

After many rounds of bulls and bears, it is finally found that ETF is the ultimate destination for most individual investors.

3.3.

Panic in US stocks spreads! There will be a major meeting this week.

The three major US stock indexes fell more than 2% last week, the S & P fell three times in a row, the S & P fell into the adjustment range, the Dow hit a seven-month low and its biggest weekly decline in three months, and the Nasdaq fell for three weeks in a row.

The "panic index VIX" has been above 20 for two weeks, with US stocks facing their worst October in five years, while fears of rising interest rates and sharp swings in the US bond market have made investors particularly anxious.

First of all, rising interest rates led to the weakness of commercial loans, which had a great impact on the US banking industry, and share prices generally fell back to the trough of the "bankruptcy of Silicon Valley banks".

As the panic spread, many funds accelerated the selling of stocks and even stepped up their efforts to short.

Active funds have cut their equity exposure to the lowest level in more than a year, while hedge funds have increased their short positions in stocks for the 11th week in a row, according to a survey of professional investors.

As bulls continue to retreat and bears gradually counter-attack, the market is becoming more and more pessimistic about the outlook for US economic growth.

There will be a big meeting this week, the Federal Reserve will hold a policy meeting, and investors around the world will pay close attention to the interest rate resolution to be released on Thursday, November 2.Although the Fed is widely expected to stay put, recent wild swings have destabilized U. S. stocks.

Now the major institutions are also in a bit of a "hurry", one after another on the platform of US stocks, and some established institutions are optimistic that it will rise sharply by the end of the year.

Goldman Sachs Group said that the market is becoming increasingly pessimistic about the prospects for US economic growth, and if this situation continues, it may provide investors with opportunities to enter the market.

The S & P 500 will rise sharply by the end of the year as the Fed appears ready to withdraw its war on inflation, Oppenheimer Asset Management, a veteran US asset manager, said recently.

In an interview, John Stoltzfus, Oppenheimer's chief investment strategist, reiterated the S & P 500 target by the end of the year, based on the possibility that the Fed could end its rate-raising cycle. Achieving that goal would mean that the benchmark index would soar by 18 per cent in just over two months.