My Age of Investment

  Chapter 255 Master of Recommending Shares

  Recommended stock master Xia Jingxing sat in the office of Envision Capital, looking at the computer, a little dazed.

  He told his employees to choose a stock to practice, and he chose a few more stocks for the company.

  How to choose?

   made him feel difficult.

  First of all, the stock price will rise substantially in the next three years;

  Secondly, the stock price cannot fluctuate greatly, so as not to cause a series of hedge fund crashes.

  There are not many stocks that can meet these conditions, and he can clearly remember the stock trend even less.

  Apple, Amazon, Netflix and other companies, he knows that the future will definitely rise.

   But this kind of big increase is compared with a five-year and ten-year timeline.

  Specifically, it is difficult to determine the stock price trend for one month, several months, and half a year.

  In his previous life, he lived in the United States for eight years. He studied financial engineering, but he was not completely unable to remember financial information.

  For example, Amazon launched cloud computing services in March 2006, Apple released the original IPhone in January 2007, and Netflix launched streaming media services in 2007...

  The information is messy, and a bit fragmented.

  These pieces of information are actually very useful and can be used as investment decisions.

  But if you want to maximize the utilization, you have to have a supporting department to analyze the relevant information and accurately grasp the time of buying and selling.

  He dispelled his thoughts and brought up the company's stock chart that was impressive in his mind.

  There is also a notebook next to the computer, which lists some notes that others can’t understand, such as: zero six three, Bei Tuyun; zero seven one, Qiao Fengshen...

  Looking at the stock trends of each company, Xia Jingxing took the memorabilia time node in the notebook and began to make some analysis, judgment, comparison, and inference...

  The three major domestic portals were first analyzed by him.

The stock price of   Pig Factory is only in the early 30s of US dollars. He can still squeeze some more oil and water, because he clearly remembers that Duan Feite sold a part of NetEase stock in September 2005, when the stock price was nearly 100 US dollars.

   Sohu’s current stock price is 15.27 US dollars, and he was directly excluded from the investment list, because after this, it has not been overrun for a long time, and the stock price has hovered at 20-30 US dollars in the next few years.

  Sina and Sohu are about the same, the stock price is only over $18. In the next few years, the stock price will fluctuate at $20-40 for a long time.

   Stocks that earn less than twice a year are directly excluded from the investment list.

   Just when he was about to cross the Sina name, his hand stopped.

  Suddenly remembered something!

  Shanda maliciously acquired Sina in early 2005, and the latter resorted to the "Poison Pill Project."

  In this matter, there is a lot of room for manipulation.

  So, he put a big question mark behind Sina stock, and he needed to find the team to conduct a rigorous analysis.

  Next, he followed the same analysis method to pass all foreign Internet giants such as Apple, Microsoft, Amazon, Yahoo, and Netflix.

  …………

  …………

  At the same time, Liu Haihe's team found a suitable stock after a period of analysis and tracking.

   Liu Hai found Xia Jingxing and reported to him the target stocks they had selected.

"Nvidia?"

  Xia Jingxing has certainly heard of this company. Its founder, Huang Renxun, is also a well-known figure in the Chinese technology circle.

   "Yes, we think Nvidia has great potential!"

   Liu Hai sat next to Xia Jingxing, used the mouse to click on the stock chart of Nvidia, and introduced:

  "In April 1993, Huang Renxun, who came out of the integrated circuit manufacturer LSILogic, and two young engineers from Sun, co-founded Nvidia...

  Their original intention was to develop a special chip to speed up the rendering speed of 3D images in video games and bring more realistic display effects..."

   Liu Haiwei introduced the development history of NVIDIA and after the brilliant achievements of the previous years, he smiled and said: “In this way, NVIDIA has quickly become a giant in the GPU market, and only one competitor, ATI, is still competing with them.

  At the same time, in the PC market, Microsoft and Intel are also two giants that Nvidia can’t avoid.

  In 2000, in order to enter the game console industry, Microsoft found the optimistic NVIDIA, and asked them to develop Xbox graphics chips, SoundStorm sound chips and motherboard solutions.

  However, Microsoft gave only one year of development time.

During the    period, a series of reasons such as bugs in the power supply and insufficient database functions caused the Xbox to enter the production stage two months before the launch date.

  In the end, Microsoft was forced to postpone the first launch, missed the opportunity, and lost to Sony PS2.

  In order to compete with PS2, Microsoft intends to reduce the price of Xbox II consoles, so it asks Nvidia to reduce chip prices as much as possible.

  But the chip profit itself was not high at that time, Huang Renxun did not agree, and later the chip encountered quality control problems, which led to higher costs and was forced to reduce performance.

  The contradiction between the two sides intensified, and eventually they went to court.

After   , Microsoft handed over the order to ATI, a competitor of Nvidia.

  The failure of this cooperation made Nvidia pay a heavy price. Not only did its revenue decrease in 2003, but it also missed the important news of the establishment of Microsoft's DirectX9 specification, which directly caused the GeForceFX launched that year to lose to ATI's Radeon9700 due to compatibility issues.

   More unfortunately, GeForceFX still has the problem of excessively high operating temperature, which has caused multiple spontaneous combustion accidents. Huang Renxun was once ridiculed by gamers as the "two bomb champions".

  In addition, in addition to Microsoft, Intel also began to support ATI. Under the besieging of the giants, NVIDIA suffered heavy losses and its stock price plummeted..."

   Liu Hai spread his hands, “This is the root cause of Nvidia’s current difficulties. No older brother is willing to support him.”

  Xia Jingxing smiled, "You "big brother" uses it very flexibly. Indeed, as a younger brother, Nvidia can't escape the dependence on the big brother.

  Then why do you think that Nvidia can rise again? "

   Liu Hai smiled and said, “I went to understand it specifically. After seeing the power of the giant, NVIDIA took the initiative to seek reconciliation with Microsoft on the one hand and strive to cooperate again in order to achieve a breakthrough;

  On the other hand, they lost Xbox orders, they are working hard to win Sony PS3 orders.

  In addition, they also plan to continue to introduce high-performance chips to compete with ATI.

  At the same time, they also reached a patent cross-licensing agreement with Intel.

  With these, I believe that Nvidia will not be able to make a comeback for two or three years! "

  Xia Jingxing thought about it carefully. He is not particularly familiar with Nvidia, but he is not unfamiliar.

The re-emergence of    is obvious to all.

   had a plan in mind, smiled and said, "Well, since you have chosen Nvidia, then invest them 10 million U.S. dollars and add them to our Lixia Fund's investment portfolio."

   Liu Hai was stunned, a little stammered: "So much? Just practice your hands for the first time... This is too much... We think one or two million dollars will be enough."

  Xia Jingxing waved his hand, “This is not much. The company still wants you to be at the helm. My main energy is still in other industries.

  The 10 million US dollars can be regarded as a tuition fee.

  Study well, earn money back with profits.

  If you don’t learn well, it doesn’t matter if you lose. As long as everyone can gain experience from failure, it can be regarded as accumulating strength for the next success. "

  It is said that it is impossible to lose money. At most, it is not making money and wasting time. In other words, compared to other stocks, it will earn less.

  Xia Jingxing has a clear heart, but he still said so on purpose, just to put some pressure on Liu Hai and the fund operation team.

   Only when there is pressure can there be motivation and growth.

  Otherwise, any investment analysis requires the boss to come, and the company cannot operate for a long time, let alone make it bigger.

   Liu Hai suddenly felt heavy pressure and a full sense of trust.

  Nvidia stock is actually his choice.

  Because he also plays games, he knows the company Nvidia.

  At the same time, because Huang Renxun is also a Chinese, he paid attention to it when he went to work at First Securities.

  I have been following this company for several years, and I know the reasons for its success and the reasons for the current frustration.

  It's just that Xia Jingxing asked them to invest so much, and he was quite pressured.

   took a deep breath, "Okay! Then we will add Nvidia to our heavy warehouse investment portfolio.

  Jingxing, you can rest assured that I will definitely be responsible for this investment! "

   Liu Hai said very decisively. If the investment loss is exaggerated, if there is a penalty, and even let him go, he will admit it.

  Xia Jingxing smiled and said nothing.

  "These are my newly selected target stocks. You arrange for the team to do an analysis and buy them as soon as possible, within this month."

  Xia Jingxing handed out two torn pages of notebook manuscript paper.

   Liu Hai took a look, and it was densely packed with stock price analysis comments.

  　 I went back to my hometown. I was delayed for a while. The second one was late. I'm sorry to everyone. Keep writing, as much as possible. I am so sorry!

  (End of this chapter)