Rebirth: The Financial Giant

Just as Lao Yang was pondering, he suddenly paused in his mind, and he remained motionless.

A few minutes later, Lao Yang shivered excitedly, and gradually became excited. He immediately looked at the prospectus on the computer screen, then turned back to the catalog to find it, and then jumped down to read it carefully.

About half an hour later, Lao Yang directly closed the document page of the prospectus and took a deep breath.

"I understand, I think I understand, I think I have touched the thinking level of a big guy." Lao Yang said to himself: "What is the real impact of new energy vehicles? It has become an application scenario of the Internet, right? ,That's it."

Lao Yang thought to himself and said to himself: "Suppose I buy a Tianchi new energy vehicle now, and the electricity will be turned on as soon as I get on the car. Oil truck, then whether my communication system should be connected to the manufacturer or not is up to me as the owner of the vehicle.”

"But behind the new energy vehicle is the connection with the manufacturer, especially in the future of the combination of autonomous driving and cloud computing, all kinds of road recognition technologies require the terminal to establish a connection with the manufacturer. "

"In this way, all kinds of data generated by new energy trams are collected by manufacturers, and the travel data of car owners is completely controlled by manufacturers. These are core data, and core data has huge benefits, and data is equal to money."

"So whether Tianchi technology, including other new energy car companies Tesla, it is a big mistake to value these new energy car companies according to the logic of the auto industry, and its valuation logic should be Comparing Internet companies, it is not too much for a growth-stage unicorn to give a price-earnings ratio of one or two hundred times.”

At this moment, Lao Yang was suddenly enlightened, and the things that had puzzled him for many years were turned into fog.

If the logic becomes an Internet company or a big data company, it will be completely different. Now is the information age, the big data age of the interconnection of all things, and nothing is more valuable than data.

The core data of the car owner is definitely more valuable than the data of the mobile phone owner.

"It's no wonder that Tianchi technology incubated by Tiansheng Capital is a direct-to-consumer terminal in the downstream of the industry, not a supplier in the middle and upper reaches. They mainly earn hard money. How can the profits be compared to the core data?"

Old Yang nodded again and again. Before, he was very puzzled why Tiansheng Capital placed so much importance on the downstream vehicle links. Now he finally understands that it can directly have a large amount of owner data, and each car is like an oversized model that can carry its owner around. Smartphone, and that means two words - web platform!

Online platforms have a natural monopoly attribute. See which of these giants Penguin and Ali is not a monopoly platform? Which one is not a behemoth? Which one isn't a profit explosion?

How many leading companies in traditional industries have profits comparable to those of these platform giants?

At this moment, Lao Yang said more and more excitedly: "The first brother has been in the atmosphere for a long time, Tianchi technology is definitely the next super unicorn with a market value of trillions, and the return on investment is probably not weaker than Tiansheng Holdings, I will work hard! "

Who is the industry leader of the new energy industry chain? Lao Yang has no doubt that Tianchi technology, because the strategic layout of Tiansheng Capital has basically been completed, it is almost impossible for other competitors to challenge the current "Tiansheng system".

"The new energy industry will either not rise in the future. If it wants to rise, Tianchi technology must be the leader of the industry." Lao Yang said firmly, he believed that there must be some areas that he did not see through. It is not as good as the professional team of Tiansheng Capital. Not as big as Lu Ming.

But it doesn't matter, now it's enough to see the core logic at the bottom clearly, I probably know it, and then follow the first brother. If something goes wrong, it will definitely run faster than the first brother.

At this moment, Lao Yang doesn't need to study hard, just wait for the opening of the STAR Market. After Tianchi Technology's IPO, it will directly appear in half of the positions held by Tiansheng Holdings to open new ones. The trading software can be removed by buying all the secondary market on the day of listing.

It is unrealistic for Tiansheng Holdings to increase its market value by more than 3 trillion by ten times, but Tianchi Technology will definitely be a super big stock with ten times the value of investment in the future. Get in the car early, and the return on investment will definitely not be better than Tiansheng. How much lower is the holding, and may even exceed Tiansheng holdings.

After he figured it out, Lao Yang is now waiting for the opening of the STAR Market. At this juncture, he plans to split the positions to avoid risks. The first brother will immediately send a new super big bull stock that is ten times expected. .

...

However, it is said that in the market of the past two days, on Thursday, the market showed a shrinking doji, and the index stopped five consecutive positive lines. Although it closed a red doji K line on this day, it was a false positive K, and the Shanghai index closed down- 0.05%, which is actually down.

On Thursday, it did not continue the upward momentum of the day before yesterday, and it appeared sideways and fluctuated.

On Friday, February 15th, there was a major adjustment in Big A. The intraday market fell out of unilateral fluctuations. The Shanghai Index closed down -1.37%, the Shenzhen Component Index closed down -1.15%, and the ChiNext Index closed down. -0.30%, the adjustment has frightened many retail investors.

On the weekend, Lao Yang also bubbled up in the group again and reviewed the market of the previous two days.

Group friends: "Friday's adjustment is a bit big."

Group friends: "2800 points, I don't know if I can touch it."

Group friends: "However you look at it, it looks like a short-term firm form of the broader market."

Qunyou: "Friday's capital outflow is a bit scary. The Shanghai Index has a net outflow of 20.8 billion, the Shenzhen Component Index has a net outflow of 19 billion, and the ChiNext Index has a net outflow of 5.2 billion. Funds have outflowed substantially, especially the large financial sector, banks, Large-cap stocks such as brokerages, insurance companies, and liquor have mostly outflowed funds, so the adjustment of funds is relatively deep."

Group friends: "The stock king has stepped back for two consecutive days after his brother's live broadcast of a new high on Wednesday. On Friday, he once fell below the 40,000 yuan mark in the intraday session, and recovered the 40,000 yuan mark with difficulty at the end of the session."

Friends of the group: "We are now holding a heavy position in the big financial sector, especially the brokerage company has taken a large number of securities company stock targets. If Lao Yang said that he would not hold it, I would definitely withdraw it~www.wuxiaspot.com~ is in the group. A dozen people chatted for a while, and Lao Yang's voice was sent to the group:

"As I said a few days ago when trading resumed, it is very normal to have a one to two-day pushback adjustment at the current position. Don't panic. How can the market just end in the warm-up stage?"

"Since the index rose on February 1, it has risen for 5 consecutive trading days, accumulating a lot of profit. The current position is also the gap position on October 10 last year, and it is close to the platform on July 10 last year. Adjust the position of the middle rail, and the selling pressure will definitely be heavy.”

"The important point to note here is that the market did not go up to 2,750 points in two to three days as I expected, but adjusted downward in advance. After the adjustment is over, if you continue to go up to 2,750 points, it will easily break through because of the pressure. It has been released early, which is a good thing."

"In short, we are now close to full stock holdings, and the follow-up plan is to ignore short-term adjustments and fluctuations. The securities companies we hold can earn at least a total of 1 billion in this wave of market prices.

...