Yike is coming back at a furious pace, which is beyond everyone’s imagination!
It's night in the United States and morning in China. Many media are paying attention to the results of the election. At this juncture, Yike, which was previously deeply troubled by production capacity, suddenly released major good news one after another...
It was too late for the paper media to officially report, and most of them could only use the Internet to follow up on this latest situation.
As for the TV media, even CCTV clearly reported the relevant information of Yike through interludes. Everyone knows that the level of confidentiality this time is 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 slices were going viral all over the Internet. Whether it was the content of the three banners he read, he still wanted the Taiping world to feel the heat and coolness together.
The declaration refreshes people's spirits and dispels even the underlying worries.
This kind of battle and such an aboveboard announcement cannot be fake!
With a position like the head of Yike, and a figure like Mr. Fang who has been smeared 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 in a daze? Ready to buy!
Prepare to buy Yike concept stocks, prepare to buy Yike concept stocks, prepare to buy Yike Hong Kong stocks, and if possible, you can also buy Yike US stocks!
What?
Yike's after-hours trading on Nasdaq has skyrocketed?
14.5%??
The market value jumped directly from US$211.3 billion to US$241.94 billion?
Nasdaq’s after-hours trading hours are from 4 p.m. to 8 p.m., and the liquidity is usually not too high. However, major business changes like Yike are not usual. From the live official announcement, it has been
It boosted the stock price and ushered in a super rebound!
By the time many people realized it, Yike's market value had quickly surpassed Alibaba's.
At 7:40 in the morning on this day, Robin, the head of Duji, who has been relatively diligent recently, was on his way to the company for a conference call. When he finished speaking, he suddenly heard the driver's hesitant voice.
"It seems like...Mr. Fang outside?"
Robin suddenly looked outside and saw what seemed to be an informal photo of the head of Yike appearing on the big screen on the roadside, and there were banners and slogans on the photo.
He was stunned, quickly turned on his phone and saw the latest news.
“Yike’s production capacity problem has been solved??”
Robin didn't have time to turn off the microphone and let out an exclamation.
Then, he immediately ordered: "Quick, quick, turn around! Go back! Go back, it's broken!"
Robin turned around hurriedly, and then realized that the conference call was still on, and immediately said: "The meeting is suspended. We will start it again at the company in the morning."
The conference call was suspended. However, the executive's exclamation and reaction made the participating executives have a thought in their minds. Yike's production capacity has resumed. This is indeed amazing, but Robin, why are you so nervous?
Robin, you, you... you won't buy it, will you?
As we all know, if the key issues of Yike are solved, the short sellers will be directly hit hard...
However, the boss is in such a hurry that he doesn't even care about the company's affairs. He can't really buy it, right?
In fact, Robin didn't buy it.
However, his family office conducted a large amount of financial management, and the person in charge of the family wealth was the wife who once again faded out of the company.
When Robin returned, he called his wife's phone and found that the line was always busy. She probably knew about the emergency and was contacting relevant parties.
However, when he got home and saw his wife, he knew something was wrong when he saw her blank expression.
"How's it going?" Robin asked irritably.
"The phone in New York couldn't be reached. No, I only got through once. They said they were paying attention to the situation, and they were on the phone all the time." Ma Dongmin has been in charge of the family's finances again since he failed in the company's war investment work.
The first time I participated in the short selling of Yike, I was cautious and cautious.
Unexpectedly, Yike, which was almost in a deadlock, was almost waiting for the release of its Q3 financial report, but the whole situation was suddenly reversed!
Ma Dongmin murmured: "What's going on? Don't you always say that Yike will 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. His participation this time was also approved by him. No matter what the signal looks like, Yike will be defeated by the short sellers this time, but...
…
Ma Dongmin made the call in front of her husband, but the other party was still on the phone.
She put down her phone and asked with a gloomy 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 imagined."
It seems that we almost lost, but who knows when the good news that Yike is showing now will be completed.
On his way back, he saw multiple stacks of good news. It was as if Yike was making a crazy counterattack. It would definitely not all be breakthroughs in the past two days.
"This Chanos is Wall Street's 'Short Master', he, he assures me!" Ma Dongmin took a long breath, "He assured me that Yike will definitely not be able to come back, he is the 'Short Master'!
"
Robin looked at Madam's gaffe and couldn't bear to say the words that were already in her throat.
Chanos may be a real "short master", but what he met is also 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 the operation of hedge funds, 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 severe pain in his cheek.
It was obvious that he was still drinking heavily, he was obviously partying, 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 being shaken repeatedly. 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 production resumed, 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 ringing of mobile phones in the room, and he shouted distractedly: "Get out! Everyone get out! Ivan stays!"
Everyone else went out, leaving only Ivan, who just slapped the boss the hardest in the face.
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."
Chanos, as the "Short Master", certainly has a well-earned reputation. He nodded silently, considered the situation, and quickly said: "The speed of Yike's photoresist exceeded the industry's expectations, but even if it breaks through, the quality must be only
It’s just up to the mark.”
"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 clearly explain 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 bunch 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.
One battle.
Chanos thought over and over and said slowly: "This is a game! Don't be frightened by Yike and Mr. Fang! Besides, the short selling of Yike this time is unprecedented, and everyone will not sit back and wait to die!"
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 stressed the point: "No one is sitting around waiting to die! Call Griffin, I want to talk to him!"
However, Griffin's phone never got through.
Just as Chanos's heart was beating faster and faster, the call from the head of Castle Investment finally came through.
"I'm in Washington." Griffin ignored the pleasantries and showed fatigue when he spoke, "I'm in Washington by helicopter. BIS attaches great importance to China's raw material breakthroughs and may add restrictive measures as soon as possible. This will be a
Bad."
He took a breath and continued: "I hope that all people in the same camp, no matter what method they use, will lobby Washington and let them take action to release the bad news about Yike in the European market as soon as possible! This will be a very effective
Expectations! Let Bloomberg first release such false news!”
Yike's Q3 financial report will be released in a week.
Waiting now will only allow Yike to blow up the short position!
The after-hours trading of Yike stock has gone crazy, and this will inevitably spread to the Nasdaq market the next day!
The fundamentals of the Q3 financial report are not relevant now. Yike has given a major expectation to solve the Q3 dilemma, so the best way is to respond with an equally major expectation.
This is how news from the European market works.
Since he shorted Yike, Griffin has not been idle. He has been lobbying Washington, hoping that they will put more pressure on Europe. Now he flew to Washington in person as soon as he received the news of Yike's counterattack.
.
No matter whether we can get the desired results or not, let Bloomberg and other authoritative media release false news in this area first, and use it to cool down the secondary market!
"Okay, I will make every call myself!" Chanos' voice became 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 his time drinking and partying, Yike might have been beaten to the ground long ago!
But I can’t regret it now, and I can’t let these negative emotions eat up my heart!
Chanos hung up the phone and started giving orders or notifications one by one, trying his best to cool down Yike's counterattack, and trying 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.
"Yike? What Yike? Chanos! I don't have time to do this. Damn it, North Carolina is going to be taken by Agawa! Oh my God! Crazy, is the world crazy? How can he take North Carolina?
state!!!"
The MP's voice ranged from impatient to angry roar.
It was at this moment that Chanos suddenly realized that a crucial showdown was taking place on another battlefield tonight!
Now, the result of this duel has gradually become clear as the key swing state "North Carolina" has fallen to Agawa. North Carolina's 15 electoral votes have made the number of votes between the two parties 216:197. As long as 270 electoral votes are obtained
The votes mean the final victory.
Chanos was surprised. He paid attention to the situation and found that many media had reported it immediately. Then, another layer of worry appeared in his mind. Will this result that is beyond common understanding make Washington so angry?
Edge changes?
Although Yike's US market was divested by Washington, power-money transactions never sleep, and the silent MIGA fund cannot do nothing!
Chanos had an almost physiological vomiting reaction as he thought about what might happen.
He forced himself to drink a glass of ice water and continued to perform actions that he didn't know were useful.
However, with the victory 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 Ashe congratulating him on his victory.
"Now is the time for everyone to bridge our differences and unite again!"
Agawa announced that he would appear in Manhattan to deliver a victory speech.
Chanos was shocked by this unexpected election result and believed that this guy would inevitably exacerbate domestic divisions. He then became even more worried about the possible impact on his short-selling career in Washington.
At 1:30 in the morning, the media has no sleep, the short sellers have no sleep, and the winners and losers have no sleep.
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 Sefly folding concept phone is coming!
——Mars 10 Pro is equipped with the world's most powerful chip equipped with a new 10nm process. Pre-orders are open today and will be shipped on December 9 at the latest!
The next minute, Fang Zhuo's Twitter posted the same news.
US Eastern Time has just arrived on November 9th, and Yike is... is it releasing 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 only have these two lines of words, ah no, do you want to sell goods with just this one line of words?
Chanos was shocked!
SMIC does have a 10nm small-scale mass production announcement, but even if Yike is pre-sale, it will not be shipped for another month. Isn't your pace a bit fast?
Are your yield rate, your production capacity, etc. okay?
Or...Yike has already released the news at this time regardless of the 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 and found that his hand was shaking a little.
He controlled his body, which was suddenly 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 again: "Try it, maybe it will work."
The call ends.
Chanos held his cell phone and curled up on the sofa, feeling an endless chill wrapping around him.
He thought of Yike's past achievements, of those colleagues who were annihilated, and of the man who controlled everything.
Not just him, but 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!
