The Western world is sleepless. In addition to reporting on the unexpected new owner of the white house, Yike Company, which has been in the spotlight before, also increased its presence and grabbed some space from the media at such a moment.
In comparison, although China was surprised that a name it had never heard of appeared in the Aramco political arena, public opinion paid a lot of attention to Yike's performance, the stock market's counterattack and the subsequent encirclement and suppression of short sellers.
.
There is no doubt that the short-selling institutions that have always jumped out to badmouth Yike will suffer!
Nasdaq’s after-hours trading has proven this!
The Hong Kong stock price, which also reflects the value of Yike, also proves this!
The live announcement of the head of Yike was at 7:30 in the morning. Hong Kong stocks continued to rise from the pre-market at 9 o'clock. As of 4 o'clock in the afternoon, Yike's stock price soared by 26.4%, and the market value in US dollars was infinitely close to 270 billion US dollars!
This price is already higher than the range where short sellers mobilized on a large scale in public opinion, and it quickly attracted more enthusiasm from investors.
If the U.S. stock market opens like this at 9:30 p.m., Yike's stock price will inevitably rebound in a phased manner.
At the same time, even in the early hours of the morning, whether on Twitter, Facebook or the emerging TikTok, there has gradually been a gathering of retail investors' short-selling comments.
In the past half year, short-selling institutions have appeared on the stage in large numbers, desperately exaggerating the collapse of Yike, reporting every change in Yike's short positions, and focusing on Yike's unprecedented record of being shorted... All of this makes
Retail investors have noticed a fact.
Many short-selling institutions are entrenched in Yike stock!
It’s okay if Yike is not well-known, it’s okay if Yike doesn’t have good news, it’s okay if Yike doesn’t have major good news, it’s fine if Yike doesn’t have a successful history of short squeezes...
But Yike has it all!
Yike is in trouble. It’s just that it couldn’t be defeated before. It’s just that there was no benefit before. Why don’t you take advantage of the institution’s weakness to help out now?
Many people even dug out the commemorative T-shirts they bought during the Yike short squeeze a few years ago, posted pictures, texts or videos, and shared the slogans on them.
- Greed is a sin.
——Don’t short Yike.
These are Mr. Fang’s quotes from that year.
And, there is an extremely important one: the king of retail investors!
Someone on Twitter sent out a commemorative T-shirt and @Fangzong, hoping that the head of Yike will once again call on retail investors and lead everyone to charge against short sellers again.
However, Mr. Fang made no move and seemed to have no such plan at all.
From late night to early morning, from early morning to dawn, retail investors who were waiting hard saw the time passing by, and finally couldn't restrain their desire to take action, so they started to post photos and make up comments.
No matter, the short position is ahead, and the profits are ahead. You, Mr. Fang, don’t want to be the king of retail investors today!
Soon, the slogan that had been used was spread again.
——Everyone is the king of retail investors!
Among all social media platforms, the emerging TikTok spreads the most violently. This is partly due to the short-selling pioneer Russell and the short-selling master Chanos and their early adopters of the new platform.
However, they are now in no mood to pay attention to the latest ridicule of retail investors, and they only want to prevent Yike's good news and opening.
The short sellers stayed up all night and worked hard. The people in China who witnessed the return of Yike, the surge in Hong Kong stocks, and the rise in concept stocks were completely excited.
Li Guoqing is now a celebrity who sells goods through live broadcasts. After all, he makes a living in the e-commerce business of the Douyin platform in which Yike has a stake. However, he is not ashamed of his seniority and current situation at all. Instead, he has been advocating a new situation in e-commerce.
s arrival.
He has reduced his talk about Yike and Mr. Fang in the past few months, because the situation does not look good. If he talks about it in a big way, there will be traffic, but he may not know when he will violate the taboo.
Hey, after all, we want to make a living.
However, if Yi Ke breaks through like this and wants to fight back against the short sellers, he must jump out immediately.
"Come on, come on, we won't be selling any more goods. We won't be selling any goods today. I'll read the news for you."
In his live broadcast room, Li Guoqing even made a banner for the ice core factory that Mr. Fang revealed in the morning, which read "Warmly celebrate the resumption of work of Ice Core Fab1-6."
"This is CCTV's report, not my boast."
"——This marks that Yike and Bingxin have achieved a major victory in breaking through Aramco's restrictions. Their independent innovation and enterprising spirit have set a confident benchmark for China's science and technology to be self-reliant and self-reliant!"
"——Yike has once again demonstrated its outstanding status as a global technology pioneer. The core values of 'maintaining progress and technology for good' that it has adhered to for many years have once again been brilliantly verified. Its efforts and courage have inspired the Chinese people and won the world's
The admiration and appreciation of the world!”
Li Guoqing seriously read two paragraphs of comments that appeared on the news this morning, smiled at the camera and said: "I don't know if you admire me or not. The short sellers must admire me a lot. This time, hey, they have to fall into disgrace again."
!”
"I, Lao Li, are not afraid of your jokes. I am also an afterthought. A few days ago, I was still muttering in my heart, Yike is really going to have a hard time this time. The Q3 financial report will definitely be ugly, and there is no mobile phone production capacity. How will I survive this day?"
"But what do the facts prove?"
Li Guoqing sighed: "Don't be murderous towards Yike!"
"The murderous intention is broken now!"
"Those short sellers, those short sellers, those short sellers, those Jordans, these, this, and that, are the people Yi Ke killed the first two times inferior to them? Not inferior at all!"
"I can only say that Yike's strength is stronger than everyone imagined. Its past large-scale research and development and preparations in the industry chain are beyond everyone's imagination!"
Li Guoqing suddenly hesitated when he said this. After thinking for a few seconds, he said in surprise: "It's even possible that Yi Ke has anticipated BIS's attack and has an internal plan."
"This is a wild guess made by me, Lao Li. I don't know. I don't know if this is the case now."
"However, even if there is a plan, now looking back on Mr. Fang's decision-making, I don't know what other people are like. I stood in his position, refused Washington's request, watched the stock price fall, suffered siege by short sellers, and lost the market and production capacity..."
Li Guoqing stopped here.
He spread his hands, said what he just said again after a while, and sighed: "I don't think Mr. Fang is too sure. If there is, the ice core will not stop production and work immediately. If there is,
, Yike wouldn’t be unable to sell it, but he still did it.”
"I saw some people said that I, Lao Li, was bragging about him."
"Hey, how did I, Lao Li, blow?"
"I just told him what he did."
"When I first met Mr. Fang, I thought he was pretty good. Later, when we had competition, I thought I, Mr. Li, was good too. Later, I found that there was a big gap between me and Mr. Fang. Now..."
Li Guoqing shook his head: "Probably this is the difference between an enterprise and a great enterprise, this is the difference between me, Mr. Li, and the good CEO of Shiyi."
In the live broadcast, Li Guoqing had his arms spread out and his hands were outside the frame.
Seeing that Mr. Qingzi had finished talking, the staff member next to him asked: "Mr. Li, shall we start?"
Li Guoqing waved his hand: "We won't sell it anymore! We won't sell it today!"
"Ah?" the staff member was surprised.
"Goods can be sold at any time. In a situation like this, you don't know when the next time will be!" Li Guoqing temporarily became temperamental, "I want to watch the opening of Yike's US stock market to see how this encirclement and counter-encirclement is carried out.
of."
It is already six o'clock in the afternoon in China, and there are only three and a half hours left before the Nasdaq opens, and its pre-market trading has already begun, and Yike's stock price is being pushed up.
It looks like short sellers are about to experience a bloodbath.
Li Guoqing turned off the broadcast, got some food and wine, and watched the NASDAQ pre-market trading while browsing related news from the United States.
Although Yike has released strong good news, it has also encountered the strongest short-selling siege in history, and I am afraid there will still be some games.
As expected, Li Guoqing saw online reports from Bloomberg and the Wall Street Journal as soon as the wine was served and before the food even arrived.
Two well-known media outlets quoted sources and revealed that Washington is negotiating with Europe to ban Yike's products, and that BIS is communicating with Google to request that Google no longer provide technical support and related cooperation with Yike.
Li Guoqing looked at this news and calculated the time. It was not even business hours in the United States and Europe. What the hell was this negotiation? Will there be an emergency communication for Yike?
On the other hand, for Google, BIS may really be able to make a difference.
He feels that both pieces of news may not be reliable, but they are undoubtedly major expectations that can hedge Yike's good fortune.
Fake news or not, the European market may not be negotiated today, and Google cooperation may not be negotiated, but what about tomorrow, the day after tomorrow, or even next week?
Once Yike loses the European market after losing the US market, how will its stock price be evaluated?
Li Guoqing felt a little solemn, and then he saw more media reprinting similar news.
Even if it is false, will Europe or Google come out to refute the rumor?
While he was thinking closely, a new news was released from SMIC.
——SMIC’s board of directors approved the private placement plan and will introduce Bingxin to become the major shareholder.
Bingxin becomes SMIC’s major shareholder?
SMIC, which just announced that it will use 10nm to manufacture Yike, will make Bingxin a major shareholder?
The two companies might as well merge!
Not only Li Guoqing thinks so, but many people who pay close attention to the trends of the Yike Group have similar thoughts, including Xiong Xiaoge. When he first saw the news of SMIC’s 10nm process breakthrough, he knew that it must be the team from Bingxin.
Lead research and development.
And he understood the intention of doing so after seeing the news about the new scheduled increase. Once the two companies reached this point, they could go further at any time, but Mr. Fang still left room to deal with Washington.
The new owner of the White House has been decided. The fate of SMIC and BingXin will depend on whether the situation will ease or become tense in the future, as well as BIS's next move.
As for now, this proposed fixed increase plan is just a game with short sellers.
Xiong Xiaoge also noticed the major bad news from Bloomberg and other media first, and then the actions of SMIC and Bingxin.
In this way, the long-short game before the Nasdaq opened, the rise of Yike stock before the market temporarily eased. It neither fell back nor increased again, but only fluctuated slightly, showing the wait-and-see attitude of the market.
The news in the European market is still too important.
Once the short sellers cannot be defeated quickly, and if it is delayed until the announcement of Q3, the market sentiment may be different.
Xiong Xiaoge calculated the game between the two parties, suppressed the urge to call Mr. Fang, and waited anxiously for the changes.
At seven o'clock in the evening, two and a half hours before the Nasdaq opened, a piece of major good news appeared again.
——The well-known American manufacturer DuPont announced that it has obtained a temporary license for ice core transactions and will resume the supply of photoresist to ice cores.
As soon as this news came out, except for the slight increase in Yike's stock price, many people who paid attention to gaming were surprised.
DuPont...
Yesterday Ice Core announced that Xinyang’s photoresist had achieved a breakthrough. Are you getting the license today?
You are too fast!
Also, Washington is too non-monolithic!
This news cannot completely resist the confusion between Europe and Google, but it really quickly breaks the hearts of Japanese photoresist manufacturers.
Tokyo Yinghua and JSR Co., Ltd. are the original photoresist suppliers of ice core. They felt extremely disappointed yesterday. It's not that they don't know that ice core will be developed by themselves, it's not that they are sure that ice core can't be developed, it's just...
…
The industry's judgment on this time is generally 2-5 years.
If such expectations are followed, Bingxin's competitiveness will be significantly weakened, and Yike's situation will also be very difficult.
However, they happened to do it this year!
If this comes out, I'm afraid there will be trouble later.
It is not just a matter of product competitiveness. What this follow-up to BIS restrictions shows is the issue of supply chain stability...
One product has a score of 95, and the other has a score of 70, but the supply of the former will be cut off at some point, so the latter must be used to iterate and optimize it desperately...
The stability of the supply chain can only be seen from the suspension of production and work of Bingxin this time, and the serious consequences will be known.
Although Tokyo Onka and JSR Co., Ltd. are not shorting Yike, they are also interested.
On the first day I saw the breakthrough of photoresist and the resumption of ice core work, I already had mixed emotions. On the second day when I saw SMIC introducing ice core as a shareholder, I felt that mainland China's industry voice would be more concentrated, which would in turn have a negative impact on itself.
Negative Effects……
Wait until I suddenly see the news about DuPont again...
I was confused all of a sudden!
This is totally unreasonable!
Our Japanese company is pulling out the ladder in front. Your American company will get the license at this time?
Isn't DuPont passing a knife to Yike's hand?
The life of a short seller is also a life!
The two Japanese companies immediately called the ice core. Shinji Ishino, the vice president of Tokyo Yinghua, even called Mr. Fang and said that he had mediated with Washington and hoped to obtain a temporary license for trade with ice core.
However, all he heard was rejection from Mr. Fang.
"President Fang, our company is also very helpless. Washington has exerted strong pressure, and Tokyo Yinghua has no choice but to stop trading with ice cores."
"We tried to apply for a temporary license before but couldn't."
"Mr. Fang, Mr. Fang, Tokyo Yinghua worked hard to ship the goods just before the license came into effect!"
Tokyo Yinghua did ship the goods overnight before cutting off supply.
"Have we paid?" Fang Zhuo asked rhetorically after hearing this, and continued, "Bingxin should have thanked you for the shipment at that time. If they didn't thank you, I will call them later to reprimand them."
"The cooperative relationship between Bingxin and Tokyo Yinghua has been terminated. Everyone has clear money and goods. As for the new supplier, Bingxin must learn from experience and lessons and focus on stability. Therefore, Tokyo Yinghua is not within our consideration range."
"Also, you shouldn't call me, you should go to Washington."
When Shinji Ishino heard what Mr. Fang said, he said eagerly: "Mr. Fang, there is a misunderstanding between us. Someone has already flown to Washington. I have a flight ticket to Shanghai in the early morning. I am willing to apologize to you in person and explain the misunderstanding."
"No, that's it." Fang Zhuo planned to end the call.
Ishino Shinji raised his voice at this time and asked in confusion: "Mr. Fang, Mr. Fang! DuPont is fine! They haven't shipped goods to you before!"
"Shinji Ishino, the Japanese and I really have nothing to say." Fang Zhuo said flatly, "DuPont is at least better than you. They can get the license."
When Shinji Ishino heard the blind tone on the phone, he was speechless for a while, and lost some confidence in the success of his colleague's flight to Washington.
He held the phone and looked up to the sky and sighed: "That's not right, that's not right..."
At the very least, we are not two Japs, we are real Japs...
Fang Zhuo ended the call with the Japanese supplier and did not think more about the relationship between the two parties. In fact, it might be difficult for them to obtain a license with the ice core.
It is easy to destroy but difficult to build, not to mention that DuPont is obstructing it.
This time, DuPont is quite sincere, has fulfilled its previous commitments, and has also contributed a positive force.
Fang Zhuo thought for a moment, then looked at the news on Wall Street and found that fake financial reports had appeared in the news.
He couldn't help but burst into laughter: "Fake financial reports have come out. Is the version updated so fast?"
Liu Zonghong has been sorting out relevant news, from BIS to Europe to Google to Nasdaq to fake financial reports... He has also seen the special attributes of news media.
Many media outlets are reporting on these unconfirmed or obviously false contents.
"TikTok is still easy to use." Liu Zonghong said this.
As a short video company founded in the United States, TikTok has a very objective stance on information dissemination, which is gratifying.
Fang Zhuo flipped through all kinds of information and asked again: "What did Austin say?"
Austin is a close friend on the Washington side.
Liu Zonghong replied: "Austin has not responded yet, but he talked with Mr. Kong yesterday and believed that all legitimate interests should be ensured."
He continued: "Mr. Kong called half an hour ago. He said that he had contacted customers on Nasdaq and Capitol Hill and hoped to be treated fairly."
Fang Zhuo nodded slightly, MIGA funds, no, it should be said that MIGA funds have many customers. One of the most popular advantages of funds among customers has always been that they can earn profits legally.
What customers need to do is to safeguard everyone's right to make money legally when necessary.
You can’t even make money legally, so do you have to force others to make money illegally?
"Let's open the market. As long as the market opens smoothly, everything will be settled." Fang Zhuo put down the information files he compiled and sighed, "Jun Moxiao, lying drunk on the battlefield, how many people have fought in ancient times."
Liu Zonghong looked at the time. It was already eight o'clock in the evening, and there was only one and a half hours left before the final trial.
Just as he was about to pour a cup of tea for his boss, he saw another message from Mr. Kong on his mobile phone. He had already had good communication with the French side.
Liu Zonghong immediately forwarded this latest news.
Fang Zhuo just said "hmm" and said nothing more.
MIGA funds that make money legally are sold all over the world, and the French also buy financial management funds.
Perhaps, the short sellers also have customers in certain positions, but... who are your customers and who are my customers?
Liu Zonghong stood up and poured tea for his boss. He glanced at the confusing news that was still being refreshed, and suddenly felt a headache. Stop struggling. At worst, he will be a good man again in eighteen years, and he will be short Yike again.
Even if we win a small amount this time, you are willing to bet to death.
