On January 6, 2016, Yike ushered in a large-scale signing meeting. Co-founder Yu Hong, YMS President Qi He, YWS President Wang Jian, EBG President Zhang Yaqin and Shencheng, Jinling, Changzhou, Suzhou, Lu Leaders of the six cities in Guangzhou and Ningbo jointly signed a cooperation agreement aimed at promoting the "Smart Yangtze River Delta" strategic cooperation project.
This project will optimize resource allocation, reduce duplication of construction, reduce IT costs, and improve the government information sharing and business collaboration capabilities of the six cities.
And, in the future, more Yangtze River Delta cities will be encouraged to integrate into this framework, accelerate digital transformation, and improve the efficiency and quality of public services.
It is reported that the order amount obtained by Yike this time exceeds 10 billion, setting a record for domestic cloud services in government data services.
Yike's cloud services started very early, and they are still serving many small and medium-sized enterprises in Europe and establishing localized data centers. However, this time it is tantamount to once again widening the gap with domestic competitors.
This news from Yikeyun also attracted the attention of Wall Street when it was reported by domestic media.
Although Yike has withdrawn from the U.S. market, it is still a rare Nasdaq-listed company and has a lot of traffic. There are still many users criticizing Washington's unfair restrictions on Yike on various platforms.
"Many analysts believe that Yike achieved revenue of more than $40 billion from the U.S. market in 2015, which is undoubtedly good news."
"But the bad news is that Yike lost it in 2016."
"Just yesterday, Yike got a super order for cloud services from the Chinese government, with a total value of more than 1 billion US dollars. This was even Yike Cloud's full-year revenue two years ago, and it is not ruled out that it will cooperate with the government in the future. The cooperation framework created continues to add new city orders."
"We have always said that Yike will try its best to make up for its revenue losses, and it is obviously capable of making up for it. However, if the vacancy in such an important market as the United States can be filled so easily, Yike's stock price will not fall so much. .”
"The consequences of Yike's loss of the U.S. market are not over yet, but may have just begun a complicated prelude."
"At the very least, both Yike and Bingxin need to face a real trial in June, and this is just part of the chain reaction."
"What these two companies need to solve are basic and core equipment, raw materials and other thorny issues, but by the time they can really be solved, Yike has lost its competitiveness. This is what Washington wants to see."
"Yike has no chance of breaking Washington's blockade, but the probability is 2%, of which 1% is due to the other party's general respect."
The Wall Street Journal is pessimistic about the future of Yike. This is just the general view of mainstream public opinion. As of January, many influential media and institutions are deconstructing Yike. On the one hand, they are exploring the competition that Yike still has. Strength, on the other hand, it is also a measure of where the market value of Yike should be.
Yike's peak market capitalization exceeded US$420 billion, but now only US$278.8 billion is left.
It's so sad, the current Yike is only equivalent to 1.85 Intel, or 1.49 Alibaba, or 10.3 Sony, or 13.2 Doji!
This is what will happen to you, Mr. Fang, if you insist on going your own way!
However, as Yike Cloud received large orders, there was also news from former Yike R&D personnel that was quite eye-catching.
According to a developer who did not want to be named and has resigned from Yike's Silicon Valley R&D Center, Yike has been conducting research on computer CPUs three years ago with the goal of creating notebook products that are more suitable for its own ecological linkage.
At the same time, the R&D staff also talked about the recent situation of Yike's project, "Before I left my job, this R&D project had become the main body of the Huaxia R&D Center, but everyone was hesitant. Hey, it's not what you imagined. , because after obtaining AMD’s core technology, everyone has different opinions on the research direction.”
"Elder originally hoped to build an ARM chip, and wanted to combine it with Yike's YMS ambitiously, and completely build it into a new product that combines Yike's software and hardware innovation."
"But AMD's technology is also very good, exceeding Yike's internal expectations. This provides the company with a new choice for x86."
"Although Yike has encountered some situations now, I think it won't be too far away from seeing the launch of Yike's self-developed CPU."
Former Yike R&D mentioned the name of Elder, the vice president of technology, exposing the surprising R&D status within Yike.
Because the news was published in the New York Times, it has a lot of credibility.
Others were watching the fun, but Intel was a little confused. After being confused, it quickly grasped the key points. No, how can you make up for the shortfall of Yike from me?
Robert Swan, the interim CEO, has strongly questioned why Yike can obtain AMD's core technology?
China is an important market for Intel, accounting for about 30% of its revenue all year round. If a Chinese brand like Yike is affected by competition, it may indeed cause revenue losses.
At the same time, Robert also raised a question that did not attract attention: "What I want to know is that BIS has restricted Ice Core International since last year. Why did AMD still obtain a temporary license this year? Why can AMD still compete with Ice Core?" Core International Cooperation? This is unfair! It should also be corrected immediately!"
AMD did not respond to questions from competitors. As for this temporary license... Anyway, there is no new news from BIS, so just use it.
Just as AMD's latest Ryzen chips arrive, its stock price has been pushed up again by the news about Yike, and its market value has soared from US$2 billion in the same period last year to US$8 billion now.
What did it do?
It seems to have done nothing but take one temporary license issued to it by BIS one after another.
It’s only this month that new products will be launched.
Domestic media also noticed the changes in the computer CPU field and AMD's stock price, and gave an analysis, "Even Yike internally recognizes AMD's technology, which shows that its technology is indeed good."
The media also asked Yike Company for confirmation. Elder, the vice president of technology mentioned in the gossip, responded generously, confirming that the company has indeed initiated research within the company, but there is no clear timetable for listing.
Elder also maintained the cooperative relationship with Intel and praised Intel's excellent performance in computer chips.
"If Yike launches a new computer chip, will it consider selling it to external parties? Or will it simply be used for its own company's products?" The reporter asked a key question over the phone.
Just like Yike's Zhurong chips are still only used in its own products, this brings a certain moat.
Elder hesitated on the phone and ended the interview with a rhetorical question: "Can't you choose them all? Haha, just kidding, the company has many R&D projects, but it always takes a relatively long process to truly enter the market."
It’s actually AMD’s new product launch day on the 16th, accompanied by a lot of disturbing news. When CEO Su Zifeng introduced the Ryzen series chips to everyone, when she compared the 8 cores and 16 threads of Ryzen 7 in video editing, 3D rendering, and science. The performance was quite advantageous in computing and other scenarios. When she announced that the price was only half that of competing products, the audience burst into warm applause.
"This is the starting point for AMD's next important decade. My colleagues and I are confident that we will work with our partners to provide users with better services."
Su Zifeng is very ambitious and expressed her expectation for manufacturers to provide optimization.
The performance is super strong, the productivity is super strong, and the product price is super strong. Although it will not be shipped until March 1st after pre-orders are opened, AMD's stock price soared 18% immediately after the press conference, approaching the market value of US$10 billion.
At the same time in the evening, Su Wei came home from a meeting after working overtime, and was still reading the latest AMD reports on the way. When she entered the living room, she saw Fang Zhuo sitting on the sofa, and the TV that was rarely turned on was playing "The Swordsman".
"Hey, are you exchanging experiences with Zuo Lengchan about being an alliance leader?" Su Wei took off her coat and asked with a smile.
Fang Zhuo: "You..."
Su Wei walked a few steps and changed her words: "No, he is not as good as you. Is it Zuo Lengchan who asked Mr. Fang for his experience in being an alliance leader?"
Fang Zhuo rolled his eyes at Teacher Xiao Su.
"Stop talking about it, don't let the situation that Tesco finally created be killed by the order of leader Fang." Su Wei said with a smile, "I'm very vigilant. Once Douyin's live broadcast e-commerce becomes active, its other The field expansion has also stopped, and the stock price has also fallen this month."
Seeing that the man on the sofa was still silent, she asked, "Do you want money? I'll give you some money. Our stock price has been good recently."
Fang Zhuo said subconsciously: "Isn't it appropriate?"
"It's really inappropriate, then forget it." Su Wei smiled and sat down, "You are not short of money, so I can't insult you."
"When this year's Forbes comes out, my position as the richest man in the world will finally be given away." Fang Zhuo sighed, "With the tremendous development of the times, the richest man Fang will eventually be eliminated."
Su Wei made a sound: "Ah's traffic is really a big problem. I think domestic competition will make it difficult to find an angle to attack Yike."
"How come there isn't?" Fang Zhuo said with a smile, "I can just say one casually."
Su Wei was surprised and waited for the next step.
"For example, finance." Fang Zhuo gave an example.
Su Wei frowned. The Yike department was indeed very restrained in this regard. There had been voices within Yike demanding the vigorous development of the financialization of Yipay, but this was suppressed by Fang Zhuo, who said that he would pursue long-term development based on the line of a technology company. develop.
She thought about it carefully for a while. The overall scale of Ah E-commerce is more than three times that of Tesco. Since the live broadcast e-commerce has just been launched, it will take time to achieve results. However, on the one hand, Ah is difficult to solve the traffic problem, and on the other hand, it is faced with e-commerce. New forms of impact…
"Finance..." Su Wei muttered, "it can easily cause trouble."
Fang Zhuo took a sip of water: "Hey, who knows."
Su Wei glanced at Zuo Lengchan on the TV screen and felt that sometimes the alliance leader had to have a palace.
The Lunar New Year in 2016 is relatively early. February 7 is New Year’s Eve. When the media is making a fuss about AMD’s new products and its shipment in March, trying to explore the ice core production capacity and supply, the entire Yike department is relatively calm. .
The market value of Yike basically fluctuates at US$280 billion, the production and operation of ice cores are still working overtime, the live broadcast e-commerce is full of vitality, and the development of the ecosystem is not affected.
However, problems in the U.S. market forced Yike to start layoffs in the U.S., keeping only minimum service operations except non-research and development. However, some of the laid-off employees have gone to Singapore's emerging computer brand YA, which can be considered a small resettlement.
In the domestic market, the BT alliance between Duji and Penguin provided a certain degree of competitiveness for their online videos. However, Penguin soon encountered a familiar competitive situation and found that many users were increasingly being attracted to short video platforms.
As for A, one of the two poles, although Alibaba’s stock price growth and multi-field expansion momentum have slowed down, its leader is very active and even expressed his views on the future to the media.
——New retail, new finance, new technology, new energy, new manufacturing.
He believes that future changes should be led by "five new".
However, a well-known boss in the industry publicly complained, "Except for new technologies, everything else is nonsense. He is not engaged in the real economy, so what can he make?"
Someone else took another Y as an example, "If Yike proposed 'new manufacturing' and 'new technology', it would be okay. They have invested a lot of money in recent years and have actually become the number one in the world and are being targeted. Don't just talk about it. Do something practical with your hands."
Despite the minor dispute, Ah seems to be serious, and is said to be preparing to establish the "Five New" executive committee. This made Yike YMS President Qi He, who has been silent recently, couldn't help but repost the relevant news in his circle of friends.
But he only commented on one symbol:?
Near the end of the month, Su Wei took the time to ask Fang Zhuo about this matter: "What's going on? Are you surrounded by three buildings?"
She noticed that the "Five New" had a new finance.
Fang Zhuo just spread his hands: "It has nothing to do with me. I'm already so busy with the news. How can I have this spare time?"
Every day that passes, we are approaching the June dilemma that foreign media and institutions have drawn. Although the head of Yike has not shown up for a while, he has been depressed in some reports.
This time it even attracted a concerned call from Zhang Chaoyang.
"Okay, that's weird." Su Wei felt that the unoccupied positions by Yi Ke might not allow the opponent to have fun, but she knew that there was a New Year's gift for Ah at the end of the year.
On February 1, six days before New Year’s Eve, Sun Tongyu, the former “God of Wealth” and former Vice President of Mi Tuan, low-key announced the establishment of a new company “Pinduoduo”.
He announced the company's goals in his circle of friends: We must make e-commerce more affordable, meet the needs of a wider range of users, and create the best value for money.
When Pinduoduo was founded, it did not take any large-scale actions a year ago, but Sun Tongyu’s new actions were still noticed by Pinduoduo.
Although Sun Tongyu's words are more euphemistic, the so-called "more affordable" is nothing more than rushing to sink the market.
Ah discussed this matter at a high-level meeting before the holiday, and everyone was in a relatively stable mood.
However, after the meeting, Peng Lei suddenly hesitated and asked the leader Feng Qingyang: "Douyin is expanding the boundaries of Tesco's e-commerce market, and Pinduoduo is going to sink the market. Do we...do we still need to upgrade?"
The line of Yi Ke Department is obviously different from that of A, and the former even praised Tmall and advocated upgrades in the past two years...
Before Feng Qingyang could answer, CEO Zhang Yong said firmly: "Promote!"
The arrow is on the string, no, the first arrow has been shot!
Seeing that Feng Qingyang did not object, Peng Lei acquiesced to Zhang Yong's answer and had no choice but to put aside some hesitation.
Forget it, Zhang Yong is the CEO now. If he wants to be promoted, let him be promoted.
