Chapter 592 [The next ten times the price investment]
Just as Lao Yang was thinking about it, his mind suddenly stopped and he became completely motionless.
A few minutes later, Lao Yang trembled with excitement and gradually became excited. He immediately looked at the prospectus on the computer screen, then flipped back to the catalog, looked for it, and then jumped 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 big brother's level of thinking." Lao Yang said to himself: "What is the real impact of new energy vehicles? It is that it has become an Internet application scenario. For
,That's it."
Lao Yang thought about it and said to himself: "Suppose I buy a Tianchi new energy vehicle now. As soon as I get on the car, the electricity is turned on. After the electricity is turned on, it is equivalent to being connected to the manufacturer. If it is a traditional
For oil trucks, it is up to me as the car owner whether my communication system should be connected to the manufacturer."
"But behind new energy vehicles, they are connected to manufacturers. Especially when autonomous driving is combined with cloud computing in the future, various road recognition technologies require terminals to establish connections with manufacturers. To put it bluntly, car owners have no say at all.
"
"In this way, all kinds of data generated by new energy electric vehicles are gathered into the manufacturers, and the owners' travel data are completely controlled by the manufacturers. These are core data, and core data has huge benefits. Data is equal to money."
"So whether Tianchi Technology or other new energy vehicle companies Tesla, it would be a big mistake to value these new energy vehicle companies according to the logic of the automobile industry. Its valuation logic should be
When benchmarking Internet companies, it is not too much to give a P/E ratio of one to two hundred times to unicorns in the growth stage."
At this moment, Lao Yang suddenly understood. What had puzzled him for many years suddenly became clear. In the past, he had been focusing on the fact that the power consumption of new energy vehicles was still coal burning, so he never took a closer look at it.
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 where everything is connected, and nothing is more valuable than data.
The core data of car owners is definitely more valuable than the data of mobile phone owners.
"No wonder Tianchi Technology, which was incubated by Tiansheng Capital, is in the downstream of the industry and the complete vehicle is directly facing the consumer terminal, rather than a supplier in the middle and upper reaches. They are mainly earning hard money. How can the profit compare with the core data?"
Lao Yang nodded repeatedly. Before, he was confused as to why Tiansheng Capital valued the downstream vehicle link so much. Now he finally understands that it can directly possess a large amount of car owner data. Each car is like an extra-large model that can carry its owner everywhere.
Smartphone, and this means two words - network platform!
Internet platforms have natural monopoly attributes. Look at the giants Penguin and Ali, which one is not a monopoly platform? Which one is not a behemoth? Which one is not an explosion of profits?
How many leading companies in traditional industries can compare with the profits of these platform giants?
At this moment, Lao Yang said more and more excitedly: "Brother Yi has been in the atmosphere for a long time. Tianchi Technology is definitely the next super unicorn with a market value of one trillion. The return on investment is probably not weaker than Tiansheng Holdings. I want to work hard!"
"
Who is the industry leader in the new energy industry chain? Lao Yang undoubtedly identified Tianchi Technology, because the strategic layout of Tiansheng Capital has basically been completed, and it is almost impossible for other competitors to challenge the current "Tiansheng System"
possible.
"The new energy industry will either not rise in the future. If it wants to rise, Tianchi Technology must be the leader in the industry." Lao Yang said firmly. He believed that there must be some things he didn't see through. It would be better for the professional team under Tiansheng Capital to do the same.
Not as good as giants like Lu Ming.
But it doesn't matter. Now that I have clearly seen the core logic at the bottom, it is enough, and I have a rough idea. Then I follow Brother No. 1. If something goes wrong, I will definitely run faster than Brother No. 1.
At this moment, Lao Yang no longer has to study hard. He just waits for the opening of the Science and Technology Innovation Board. After the IPO of Tianchi Technology, he will directly split up half of the position of Tiansheng Holdings to make new investments. He will get whatever he wins, and the rest will be directly in
You can uninstall the trading software after buying all the shares in the secondary market on the day of listing.
It is a bit 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 bull stock with a ten-fold value investment in the future. If you get on board early, the return on investment will definitely not be better than Tiansheng
How much lower is the holding, it may even exceed Tiansheng Holdings.
After thinking about it, Lao Yang is now just waiting for the Science and Technology Innovation Board to open. At this juncture, he is just planning to divide the positions and hold them to avoid risks. Brother Yi immediately sent a new super bull stock that is ten times the expected price. It is simply not flattering.
.
…
However, in the past two days, the market showed a shrinking cross star on Thursday, and the consecutive positive lines of the index stopped for five consecutive days. Although a red cross star K line was closed on this day, this was a false positive K line, and the Shanghai stock index closed down -
0.05%, which is actually a decrease.
On Thursday, it did not continue the rising momentum of the day before and continued its upward trend, with sideways consolidation.
On Friday, February 15th, there was a major adjustment in Big A. On that day, it broke out of the intraday trend of unilateral shock and decline. The Shanghai Stock Exchange Index closed down -1.37%, the Shenzhen Component Index closed down -1.15%, and the ChiNext Index closed down.
-0.30%, the intensity of the adjustment scared many retail investors.
At the weekend, Lao Yang also went to the group again and reviewed the market conditions of the previous two days.
Group friend: “Friday’s adjustment is a bit big.”
Group friend: “I don’t know if I can touch 2800 points.”
Group friends: "No matter how you look at it, the market looks like a short-term firm trend."
Group friend: "Friday's capital outflows were a bit scary. The Shanghai Stock Exchange Index had a net outflow of 20.8 billion yuan, the Shenzhen Component Index had a net outflow of 19 billion yuan, and the ChiNext Index had a net outflow of 5.2 billion yuan. There was a substantial outflow of funds, especially from the large financial sectors, banks,
Large-cap stocks such as securities firms, insurance companies, and liquor companies have seen the majority of capital outflows, so capital adjustments have been relatively deep."
Group friends: "The stock king retreated for two consecutive days after Brother Yi's live broadcast hit a new high on Wednesday. It once fell below the 40,000 yuan mark during the session on Friday, but struggled to regain the 40,000 yuan mark in late trading."
Group friend: "We are now heavily invested in the financial sector, especially the securities companies that have taken a large number of securities companies' stocks. If Lao Yang hadn't said that we should hold on to it, I would have withdrawn it."
Just as a dozen people in the group chatted for a while, Lao Yang’s voice was sent to the group:
"As I said when trading resumed a few days ago, it is very normal for a one or two-day retracement adjustment at the current position. Don't panic. The market has just warmed up. How can it be over?"
"Since the index started rising on February 1, it has risen for 5 consecutive trading days, accumulating a lot of profit taking. The current position is also the gap position on October 10 last year, and 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 move sideways for two to three days to move up to 2750 points as I had expected, but adjusted downwards in advance. Then after the adjustment is over, if it continues to move up to 2750 points, it will easily break through because of the pressure.
He has been released early, which is a good thing."
"In short, we are now close to fully holding shares. Our follow-up plan is to ignore short-term adjustments and fluctuations. The brokerage we hold can earn at least 1 billion in total during this wave of market conditions. We should unite knowledge and action and wait for the super main force to launch the market!"
