The trend of China s semiconductor industry after the subprime mortgage crisis

Now the semiconductor industry has fallen into a panic, and no one continues to replenish inventories. But then, I believe that inventories will gradually recover. ”

The semiconductor and component industry is the lifeblood of electricians in a country or region, much like rice, wheat and miscellaneous grains are to agriculture, which are very critical to the people's biological resources, and basically have no impact on the economic cycle;

Semiconductor inventories are a term used by financial analysts to refer to the amount of finished goods that cannot be absorbed in the market.

Strictly speaking, it is not allowed to manufacture semiconductors in batches.

The depreciation of the US dollar, the price of goods, the appreciation of the RMB, the impact of domestic exports, the external economy is not good, many foreign funds invested in China have withdrawn, the bubble of the bull market bursts, and the disasters and difficulties in China this year have made matters worse; However, this is also in line with the law of economic development, the economic development cycle of the United States and China is ten years, 5 years ** 5 years, from 03 SARS to this year has been 5 years, the next 5 years will enter the next wave road, but China is still optimistic in the long run, reform and opening up at least 50 years, now there are 20 years, so don't be afraid; As for the subprime mortgage crisis, it is indeed the worst economic recession in history, and it is expected to bottom out in the second half of next year, China's financial market is a semi-open market, which is not greatly affected by it, thanks to the correct leadership of China, of course, China's financial market is not very perfect, but it has been making continuous progress, and history will witness.

1. The impact of the financial crisis on China's economy.

1. Since the capital account of China's balance of payments has not yet been fully opened, the scale of capitalization is still in its infancy, and China has a large amount of foreign exchange reserves, these factors have saved China from the serious impact of the financial crisis;

2. However, the actual loss of Chinese financial assets in the United States is also expected to be huge, and the specific figures need to be tested and digested in the future. (For example, CIC's investment in Da Mo, Blackstone, and Currency ** has suffered heavy losses, and the losses of subprime mortgages and Lehman bonds held by major banks will also be huge, which can be seen from Ping An's 90% huge investment losses).

3. Although China has not suffered from the impact of a serious financial crisis, the impact of the global financial crisis and economic recession on China is also severe. In the global economic integration and the high level of international division of labor, China's long-term development model of using external demand to support the economy has determined that China will no longer be able to stand alone. As the saying goes, "Under the nest, there are no eggs!"

4. The crisis of the world giants cannot be digested by themselves, for example, the $700 billion bailout funds of the United States will definitely not be paid for by themselves, and China is bound to become the ultimate buyer, it is just a matter of how much to pay;

5. Although China has taken a series of measures to try to resolve the economic impact of the lack of external demand by activating strong domestic demand, it is too late, and the long-term external demand-driven economy can not be changed in the short term. Moreover, China faces the triple threat of inflation, deflation, and stagflation, which is bound to make it difficult for China to formulate policies. However, now that consumers' psychological expectations have changed, even if interest rates are cut continuously, it is difficult to stimulate domestic demand in the short term, and a slowdown in economic development or even a short-term recession is possible;

More bai

The analysis is also useless, warp.

The crisis is estranged

There will be dao for a period of time, in order to eliminate the economic bubble foam, the right to eliminate the real estate bubble this time, there is nothing good or bad Long-term market overheating will inevitably lead to negative impacts, and it is impossible to say that the impact on China does not seem to be too big, because China's development momentum is very fast, even if it is the first, it does not have much impact on people's livelihood. Perhaps it is still a good warning to prevent us from repeating the mistakes of the past.

1. It has an impact on the stock, increment and flow of overseas "hot money". The tightening of liquidity in the international financial market will have an impact on the stock, increment and flow of overseas "hot money" in China, which will affect the trend of China to a certain extent.

2. Let the surrounding market continue to be deep, and the mentality of Chinese investors will also be affected to a certain extent.

3. Export Enterprises Affected by the U.S. Economic Recession For China's economy, which is very dependent on foreign trade, the substitution role of domestic demand has not yet been completed, and it is difficult for China to be immune to the world economic crisis caused by the U.S. economic recession.

4. Impact on the enterprise. After the "cold snap" of the financial crisis, the virtual economy suffered a heavy blow, and the real economy was immediately affected. The three major automakers of General Motors, Ford and Chrysler in the United States have turned to the United States** for bailouts due to the impact of sales**, financial deterioration, declining market share and poor credit ratings, or they will be forced to go bankrupt.

What is the impact of the subprime mortgage crisis on China, China is currently stepping up preparations for the launch of the stock index, and it is more necessary to strengthen risk awareness and be fully prepared for the impact on China's financial institutions and QDII. The banks involved in subordinated debt in China mainly include the Bank of China and the Industrial and Commercial BankThe impact of the subprime mortgage crisis on China**.

Subprime mortgages have led to the trend of the international market environment.

The subprime mortgage crisis from Wall Street is more timely for China than a crisis.

It is not only a crisis, but also a business opportunity

It has already spread to other countries that the United States is an economic superpower. Oh.