Reinventing the Millennium
Chapter 1459 Fear (5k)
Yi Ke returned at a surging speed, which was beyond everyone's imagination!
It was evening in the United States and morning in China. Many media were paying attention to the results of the election. At such a critical moment, Yi Ke, which was previously trapped in the capacity dilemma, suddenly released major good news one after another...
It was too late for the official report of the paper media, and most of them could only use the Internet to follow up on the latest situation.
As for the television media, even CCTV obviously reported the relevant information of Yi Ke in an interrupted manner, so everyone knew that the confidentiality level this time was quite high!
When more people got the news and rushed to Douyin, Fang Zhuo's account had closed the live broadcast, but the relevant video clips were going viral all over the Internet. Whether it was the content of the three banners he read or the declaration that the Taiping world should feel the coolness and heat together, it made people feel refreshed, and even the implicit worries were dispelled.
This kind of battle, such an open and aboveboard announcement, would definitely not be fake!
The head of Yi Ke, such a person of such status, Mr. Fang, who has been discredited by Wall Street since the conflict, since he announced his return in this way, he must have really made a key breakthrough!
So... what are you doing, get ready to buy!
Prepare to buy Yike concept stocks, prepare to buy Yike concept stocks, prepare to buy Yike Hong Kong stocks, and if you have the conditions, you can also buy Yike US stocks!
What?
Yike's after-hours trading time on Nasdaq has risen sharply?
14.5%? ?
The market value has directly jumped from US$211.3 billion to US$241.94 billion?
The after-hours trading time of Nasdaq is from 4 pm to 8 pm, and the liquidity is usually not too high, but major business changes such as Yike are not common. The stock price has been pulled up since the official announcement of the live broadcast, ushering in a super rebound!
By the time many people reacted, Yike's market value had quickly surpassed Alibaba.
At 7:40 in the morning of this day, Robin, the head of Duji, who has been more diligent recently, was on his way to the company for a conference call. When he finished his speech, he suddenly heard the driver's hesitant voice.
"It seems to be... Mr. Fang outside?"
Robin looked out suddenly and saw that the head of Yike appeared on the big screen on the side of the road. It seemed to be an informal photo, and there was a banner on the photo.
He was stunned for a moment, then quickly opened his phone and saw the latest news.
"Has Yike's capacity problem been solved?"
Robin exclaimed before he could turn off the microphone.
Then, he immediately ordered: "Quick, quick, turn around! Go back! Go back, it's broken!"
Robin turned hurriedly, then realized that the call on the conference call was still going on, and immediately said: "The meeting is suspended, and we will resume it in the morning at the company."
The conference call was suspended, but the exclamation and reaction of the head of the company made the executives attending the meeting couldn't help but have an idea in their hearts. Yike's capacity has been restored, which is indeed amazing, but, Robin, why are you so nervous?
Robin, you, you... you won't buy it, right?
As we all know, if Yike's key problems are solved, the short sellers will inevitably suffer heavy losses...
But the head of the company was so hurried that he couldn't even take care of the company's affairs. Would he really buy it?
In fact, Robin didn't buy it.
However, his family office made a considerable amount of financial management, and the person in charge of the family's wealth was the wife who faded out of the company again.
When Robin returned, he called his wife and found that the line was always busy. He estimated that she had known about the emergency and was contacting relevant parties.
However, when he got home and saw his wife, he knew that the situation was not good when he saw her confused look.
"How is it?" Robin asked.
"The phone in New York can't be reached. No, it was connected once. They said they were paying attention to the situation, and then they were on the phone all the time." Ma Dongmin has been in charge of the family finances again since the failure of the company's strategic investment work. This time, he was cautious and cautious in participating in the shorting of Yike.
Unexpectedly, Yike, which was almost in a dead end, was almost waiting for the release of the Q3 financial report, but the whole situation was reversed!
Ma Dongmin murmured: "What's going on? Didn't they always say that Yike would be successfully shorted this time... This..."
Her head is still confused now.
"Contact the fund you invested in, contact them, and ask them to close their positions quickly!" Robin looked heavy-hearted. He had tacitly agreed to participate this time. No matter what the signal was, Yi Ke would be defeated by the short sellers this time, but...
Ma Dongmin made a call in front of her husband, but the other party was still on the phone.
She put down the phone and asked with a bleak expression: "How could this happen? How could this happen?"
Robin was silent for a while, and said: "I can only say that Yi Ke is stronger than I imagined."
It seems that he almost lost, but who knows when the good news that Yi Ke is showing now will be completed.
On the way back, he saw multiple overlapping good news, as if Yi Ke was counterattacking frantically, and it would definitely not be all the breakthroughs in the past two days.
"This Chanos is the 'short master' of Wall Street. He, he promised me!" Ma Dongmin took a long breath, "He promised me that Yi Ke would definitely not be able to turn the tables. He is the 'short master'!"
Robin looked at his wife's loss of composure and couldn't bear to say the words that had already reached his throat.
Chanos may be a real "short master", but he also met a real "short killer"...
The so-called guarantee, the so-called no way to come back, seemed very sure at the time. Now that I think about it, maybe the other party should have more confidence...
This kind of confidence is really more precious than gold...
Robin couldn't help but sit on the sofa in frustration.
"Ah, the Knicks United Fund called back!" Ma Dongmin suddenly said, then he rang the phone, turned on the external voice, communicated with the other party, and expressed his request to close the position now.
However, Knicks United Fund rejected such a request from clients on the grounds that the time has not yet come and the current situation does not mean that short sellers will definitely lose.
"No! Close the position now!" Ma Dongmin strongly reiterated his request.
"Our fund has operating regulations and will definitely create profits for our clients, but clients should also act in accordance with the contracts we signed." The other end of the phone refused again, mentioning the closed period for hedge fund operations, and then ended the call.
Ma Dongmin held the phone and looked at Robin on the sofa.
Robin looked at Madam blankly and slowly uttered two words: "It's over..."
Is it finished?
It’s not over yet!
Chanos, the president of the Knicks United Fund, woke up after feeling a sharp pain in his cheek.
It was obvious that he was still drinking, he was still having a party, and the world was full of joy, but somehow he heard someone desperately shouting his name in his ear.
"Chanos, wake up! Wake up! Something happened! Wake up!"
"Bah bang bang, wake up, wake up!"
"Chanos, Yiko is alive!!"
Chanos felt his cheeks hurt in a daze, and was constantly being shaken. He finally woke up from his intoxication and looked at the fund colleagues surrounding him blankly.
Before he had time to think about where the red wine and beautiful women had gone, he heard a series of news.
——Photoresist breakthrough, ice core resumption of work, Yike market distribution, SMIC 10nm process small-scale mass production.
Chanos felt his alcoholism disappear quickly, replaced by a chill from his heart to his forehead!
"Am I, am I sleeping for two days?" Chanos struggled to get up from the bed, first stunned and then confused, "Am I in a dream?"
The surrounding fund colleagues answered such questions with livid expressions.
Chanos grabbed his phone and looked at the time. Only half a day had passed!
He forced himself to calm down, and in a blink of an eye he heard the ringtones of cell phones in the room again. He shouted distractedly: "Get out! Everyone get out! Ivan stays!"
Everyone else went out, leaving only Ivan who had just slapped the boss in the face the hardest.
But Chanos had no intention of pursuing these matters now, and gloomily quickly browsed through the series of news he had just heard.
The more he watched, the more frightened he became. He did not expect that Yike would launch a fierce counterattack at this time.
Ivan watched his boss finish it and reported another piece of news: "Yike's stock was pushed up as soon as the live broadcast started in China. MIGA's trading must be indispensable."
As the "Short Master", Chanos naturally had a well-earned reputation. He nodded silently, considered the situation, and quickly said: "The speed of Yike's photoresist exceeds industry expectations, but even if it breaks through, the quality must be only Quite up to standard.”
"The production capacity of ice cores needs to increase. Yike's market competitive advantage will not come back for a while. Let the media report this, and then find experts to clarify the quality issues of the photoresist and related cost issues."
"Ask Louis to contact the Taiwan Journalist. The Taiwan Journalist's 10nm has already started risky trial production, and persuade them to stand up and compete. We cannot let SMIC's 10nm become the only force in the market. That will add too much to Yike's momentum! "
"Contact Samsung and be sure to urge them to release their Q3 financial report in advance to show the share they have gained in the market!"
"Let everyone release their attitudes on different media platforms. We must ease the emotions of the secondary market and not be coerced into an irrational state!"
"As long as we can hold on until Yike's Q3 financial report comes out, we won't necessarily win, at least we won't lose much!"
"Calm down calm down!!"
"Yike's Q3 financial report is only a few days away, and there is no way the deadline will be delayed this time!"
Chanos spoke very fast, arranging various tasks to deal with Yi Keli's good news.
Finally, he asked, "Did Griffin call?"
Griffin is the head of Castle Investment, has the highest net worth, has deep connections with many politicians, has the largest number of clients, and can drive a lot of resources overtly and covertly.
Ivan shook his head and replied: "Paulson called. He was very... very worried."
Chanos just talked about a lot of solutions, but he is also worried now, but worrying can't solve the problem.
Since I am doing this, I have experienced strong winds and waves.
When he was shorting the world-famous Enron Company, he was also under a lot of pressure. At that time, Mr. Fang didn't know where he was in the industry.
Yike's counterattack now has indeed become more powerful, but the fundamentals of Q3 are still quantitative and must be very poor. If there is a scale problem in the production capacity of photoresist, as long as the initial irrational emotions are over, it may not be impossible to continue with it. A battle.
Chanos thought over and over and said slowly: "This is a game! Don't be frightened by Yike and Mr. Fang! Besides, this short selling of Yike is unprecedented. We will not sit back and wait for death!"
Yike has reached the top of Nasdaq's short position four times in a row. Many well-known and low-key institutions have entered the market. How can we tolerate the third short squeeze!
Chanos emphasized this point: "No one will sit and wait to die! Call Griffin, I want to talk to him!"
However, Griffin's phone was always unreachable.
Just as Chanos' heart beat faster and faster, the phone of the head of Castle Investment finally got through.
"I'm in Washington." Griffin didn't bother to greet him, and he was tired as soon as he spoke. "I took a helicopter to Washington. BIS attaches great importance to China's breakthrough in raw materials. It may be possible to add restrictions as soon as possible. This will be a negative."
He took a breath and continued: "I hope that all people in the same camp, no matter what method they use, will lobby Washington to take action and release the bad news about Yike in the European market as soon as possible! This will be a very effective expectation! Let Bloomberg first, let Bloomberg release such false news!"
Yi Ke's Q3 financial report will be released in a week.
Waiting like this now will only allow Yi Ke to blow up the shorts!
The after-hours trading of Yi Ke's stock has been crazy, which will inevitably spread to the Nasdaq market the next day!
The fundamentals of the Q3 financial report are not useful now. Yike has given a major expectation to solve the Q3 dilemma. Then, the best way is to return an equally major expectation.
This is the effect of news from the European market.
Since shorting Yike, Griffin has not been idle. He has been lobbying Washington, hoping that they will put more pressure on Europe. Now he personally flew to Washington as soon as he received the news of Yike's counterattack.
Regardless of whether he can get the desired results, let Bloomberg and other authoritative media release false news in this regard and use it to cool down the secondary market!
"Okay, I will make every call in person!" Chanos's voice was hoarse at some point, and he said solemnly, "I will unite all the forces that can be united!"
He now regrets not doing these things earlier.
If he could spend the time drinking and partying on this, maybe Yike would have been defeated long ago!
But he can't regret it now, and he can't let these negative emotions devour his heart!
Chanos hung up the phone and began to give orders or notifications one by one, trying his best to cool down Yike's counterattack and try his best to unite and play against Yike.
However, when he called a congressman, the voice on the other end of the phone was extremely impatient.
"Yi Ke? What Yi Ke? Chanos! I don't have time for these things. Damn it, North Carolina is going to be taken by Trump! Oh my God! Crazy, is this world crazy? How can he take North Carolina!!!"
The voice of the congressman changed from impatience to angry roar.
It was at this moment that Chanos suddenly realized that a key showdown was taking place on another battlefield tonight!
Now, this showdown has gradually become clear as the key swing state "North Carolina" has turned to Trump. The 15 electoral votes in North Carolina have made the votes on both sides 216:197. As long as 270 electoral votes are obtained, it means the final victory.
Chanos was surprised and paid a little attention to the situation. He found that many media had reported it in the first time. Then, another layer of worry appeared in his heart. Will this result that is beyond common perception cause changes in Washington?
Although the US market of Yike was divested by Washington, the transaction of power and money never sleeps, and the silent MIGA fund cannot do nothing!
Chanos almost had a physiological vomiting reaction when thinking about what might happen.
He forced himself to drink a glass of ice water and continued to do something he didn't know whether it was useful or not.
However, with the capture of North Carolina, the situation of this election showdown further showed the outline of the winner.
At one o'clock in the morning, Achuan publicly announced that he had obtained more than 270 electoral votes, and received a call from Axi congratulating him on his victory.
"Now is the time for everyone to bridge the differences and unite again!"
Achuan announced that he would appear in Manhattan and give a victory speech.
Chanos was shocked by this unexpected election result and believed that this guy would inevitably aggravate the domestic differences. Then he became more worried about the possible impact of Washington on his short-selling business.
At 1:30 in the morning, the media was sleepless, the shorts were sleepless, and the winners and losers were also sleepless.
At the same time, it was two o'clock in the afternoon in China, and Yike's official website suddenly updated two new notifications.
——The new Selfy foldable concept phone is coming!
——Mars 10 Pro is equipped with the world's most powerful chip with a new 10nm process and is available for pre-order today. It will be shipped on December 9 at the latest!
The next minute, Fang Zhuo's Twitter also released the same news.
It was just November 9th, Eastern Time in the United States. Yike... is it launching a new phone?
Mars 10 Pro?
10nm process?
Aren't you going to hold a press conference? Aren't you going to introduce your flagship product?
You just have these two lines, no, do you want to sell the product with just this one line?
Chanos was stunned!
SMIC did have a small-scale mass production announcement for 10nm, but even if Yike is pre-selling and will not ship for another month, isn't your pace a bit fast?
Are your yield, your production capacity, and all these all okay?
Or... Yike is already releasing the news at this time regardless of cost...
Chanos felt a deep chill, as if he saw Mr. Fang's cold expression and his cruel and desperate voice.
——"I want to die empty-handed!"
The phone rang.
Chanos reached for his phone only to find that his hand was shaking a little.
He controlled his body, which suddenly started shaking, and answered the call from Griffin.
"Bad news, DuPont wants to apply for a license to trade ice cores." Griffin said tiredly, "DuPont is crazy, and so is Yi Ke..."
Chanos seemed to hear a louder voice.
——"I want to die empty-handed!!"
He shook his head to get rid of his auditory hallucinations, and asked in confusion: "What should we do?"
"Looking for Nasdaq, looking for Nasdaq, we can't let Yike open like this." Griffin said on the other end of the phone.
"Is it possible? Is it possible?" Chanos suddenly felt a glimmer of hope.
Griffin was silent for a while: "Try it, I have two Nasdaq clients."
He repeated: "Try it, maybe it will work."
The call ends.
Chanos held his phone and curled up on the sofa, feeling an endless chill wrapping around him.
He thought of Yike's past achievements, those colleagues who were annihilated, and the man who controlled everything.
It’s not just him, it’s all the people who shorted Yike. They all remember the glory of Yike and the good CEO Shiyi who shaped it all.
This night, all the short sellers remembered the fear of being dominated by Mr. Fang!
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