The stage accumulates electric president Zhang Zhongmou to ever expressed, it is important that fictitious money becomes a stage to accumulate report growing kinetic energy, makeThe marketEvery encounter bit money wave motion, often associate a carry of the battalion that accumulate report, foreign capital Magenshidanli (big rub) issue a report to express, of flinch of bit money upsurge hind pan times, the demand that dig mine will have 4 situation.

The stage accumulates report to order 30 days to attend the way that round-the-world negotiable securities holds Hua Qi to say to meet, money of near future bit is fluctuant and smart, till foreign capital comes 30 days, even 5 sell a stage to accumulate report. Among them big rub the beginning of the year is accurate forecast a stage to accumulate report the 2nd season will fluctuate because of fictitious money business, battalion closes relatively before season ebbs, for foreign capital the circle keeps a delegate.

Big rub track fictitious money kinetic energy closely, built up in May domestic and international 7 analysts issue caption to be ” fictitious money: After pan ” deepness report, content reiterates, bit moneyThe priceRise and fall to form menace to semiconductor industry, and battalion of the 1st season receives stage accumulating report to about one is become come from fictitious money, act structural sex to challenge index.

Big rub point out, judge fictitious currency risk, The priceOften regard exclusive factor of influence as, in fact, dig mineral products can dynamic change also is crucial, this element can accumulate brilliant round shipment of report to evaluate by the stage, reach according to fictitious currency value produce can change, propose form 4 big hind pan circumstances.

The first, “Gold rush 2 ” : Fictitious currency value rebounds and dig mineral products to be able to suffer be restricted, the stage accumulates report to produce can devoted smartphone and high speed operation to withhold brilliant circle, promote industrial negotiate a price capability.

Next ” circle ” : Monetary value add goes up but produce can add, be like this year April, bit money by 6, 000 play to 9, 000 dollars, right now stage accumulating report accepts mobile phone demand exhausted weak influence, have can draw the demand that dig mine prolifically more.

The 3rd, “Soft landing ” : The part digs mineral products to be able to restore but the price is fatigued and weak, the semiconductor big plant that the stage accumulates report inside shrinks be restricted resources investment digs mine product.

Finally is ” hard-land ” : Semiconductor supply drops to the price the response is too slow, about to give birth of cover of stage accumulating report can must complemental reach reduce capital expenditure.

Big rub with future 6 months, pare estimate 4 circumstances are bit money each all the 19 thousand dollar, sheet that dig mine produces per month valence can decrease 10% ; All valence 19 thousand dollar, produce can add 30% ; All valence 3, 000 dollars, produce can decrease 10% , and all valence 3, 000 dollars, produce can add 30% . In the light of battalion of stage accumulating report carries this year, big rub fundamental situation is all valence 9, 000 dollars, produce can add 15% , battalion closes add 2 into.