To The Moon

It was 8 days ago, on a lazy Sun, 02 Apr that the OPEC+ cartel made a surprise worldwide announcement. All members have “volunteer” to cutback that their output production respectively. The accumulated effect would be an effective reduction of 1.18 million bpd daily, in a bid to keep oil prices “stable”. The “self-imposed” action will commence from May 2023 onwards until end 2023 (for now). When my post was published on Mon, 03 Apr evening (click here to read it ! ) I had my eyes set on Energy / Oil stocks. For a moment, I thought I have missed the boat because oil price surged to $81.18 per barrel on Mon morning. Fortunately, as luck would have it, official data / reports that came trickling in throughout the week serv

分析員: 雷兆康 (ALY654), 交易部經理中國主力成熟晶片製程近年來，中國在半導體產業的發展速度迅猛，計劃在未來四年內建設31家大型半導體工廠，這一速度超過了同期的臺灣和美國。中國的晶片產能擴張，有望成為全球晶片供應的主要力量，並有可能讓其他國家依賴中國提供基本晶片。諮詢機構 International Business Strategies Inc. 研究指出，中國的28奈米產能在全球佔比僅為15%，但到2025年將成長至40%，顯示出中國在成熟製程的發展方面的潛力。這一趨勢為中國帶來了巨大的商機，未來市場對28奈米製程的需求有望達到281億美元。中國希望在晶片產業中減少對外國進口的依賴，並力爭到2026年本國半導體廠商能生產超過三分之二晶片。目前中國仍主要生產成熟製程晶片，但生產技術正循幾何式提升。而自產手機、電能車、雲端技術、機械人、人工智能、物聯網等高速發展的行業，將使未來數年晶片的需求保持強勁。國產替代提速，政策大力支持中國近年基於發展和戰略上的考慮，把建立半導體生產強國定為目標。由職前教育培訓，到對業內公司進行補貼和扶助，國家成了中國半導體發展的強大後盾。根據報道指出，政府放寬了半導體公司補貼的條件，讓相關企業在不需要實現以往績效的情況下，亦有機會獲得額外的政府資金，受惠企業包括中芯國際、華為、華虹半導體等。據知情人士透露，政府將無上限資金補貼相關半導體公司，以促進本地化生產和升級晶片設備，可能不用負擔折舊等費用，大幅降低生產成本，旨在克服美國對中國晶片的限制。同時，中國政府近期組建了中共中央科學委員會，並重新組建科學技術部，顯見在未來政府單位與晶片公司在研發技術方面將更密切合作。中芯國際作在為中國業內龍頭，同時肩負國家任務和民族自強的使命，將充分受益於國產替代的長期增長機遇。美國對中國的晶片業圍堵政策，傷害外國公司利益在2022年10月，美國宣佈一系列新

Public Employees Retirement System of Ohio boosted its holdings in shares of $PayPal(PYPL)$ by 0.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 688,395 shares of the credit services provider's stock after buying an additional 4,252 shares during the period. Public Employees Retirement System of Ohio owned approximately 0.06% of PayPal worth $59,250,000 as of its most recent SEC filing.Several other large investors also recently added to or reduced their stakes in the business. Kelly Lawrence W & Associates Inc. CA boosted its stake in PayPal by 14.0% during the third quarter. Kelly Lawrence W & Associates Inc. CA now owns 100,345 shares of the credit services provider's stock valued at $8,6