High-tech does not necessarily bring high returns; investment semiconductors first market-oriented industry marginal cost is very low; semiconductors have a good time to layout simulation investment opportunities…
Editor’s note: This article is from WeChat public account “ Chong Jing capital “(ID: AS_NewVisionCapital) author: first Financial, published with permission.
Shen Yu, a partner and chief investment officer of Zhongheng Xingguang Investment Group, a member of Chuangyi Capital Investment Committee. He has worked in Alliance Bernstein L.P, one of the world’s largest asset management companies, and Macquarie Capital, a well-known investment bank. He has participated in many IPOs and acquisitions of well-known enterprises such as state-owned enterprises and state-owned enterprises. He has rich experience in macro research and has participated in many projects such as Sunac China, Green Power, Cryogenic Energy, Qihoo 360, Dajiang Innovation, and Yanyou Optoelectronics.