Entering the weekend weekend, the most popular stock in the stock trading circle is Tianchi Technology.
Since this stock reversed from the bottom of 6.19 yuan, in a total of 20 trading days, the stock price has risen to a maximum of 91.08 yuan, and the cumulative increase has reached +1371.40%, which is a 13.71 times increase.
In stock bar and other major stock trading platforms or forums, teachers from Big V are all hyping Tianchi Technology, the leader in the universe, in their review analysis.
At the weekend, a piece of news came out of the market that went viral in the industry, and even attracted investors from forums such as Taoba and Xueqiu to praise Tianchi Technology to the sky.
The news spread is said to be the content of an internal meeting of a fund manager of a domestic public fund, in which the fund manager focused on the evaluation of Tianchi Technology.
He believes that the current market valuation logic for Tianchi Technology is completely wrong. The market still benchmarks companies like Tianchi Technology against traditional automobile manufacturers. If this valuation logic is used, then the company’s 245.9 billion
The market capitalization is clearly in the eyes of a bubble.
However, Tianchi Technology’s valuation logic cannot be compared with traditional cars. The fund manager believes that Tianchi Technology belongs to a platform company, a network company, an Internet company, and a digital company.
With a market share of over 70% and a company that is about to create an annual production and sales volume of one million vehicles, and with increasingly intelligent new energy vehicles, the value of the automotive big data it possesses is immeasurable.
Then Tianchi Technology's entire valuation logic system will undergo earth-shaking changes, and its growth will be incredible. How should such a company be valued? How many times the price-earnings ratio is reasonable?
The fund manager benchmarked platform digital giants at home and abroad. Platform digital giants like Amazon are given a price-to-earnings ratio of one to two hundred times by the market. Amazon has also been losing money, but its revenue has continued to hit new highs.
Tianchi Technology is obviously in the growth stage. At this time, it is meaningless to look at profits, liabilities, RoE and other indicators. What really matters is its revenue growth rate, and the most important thing is Tianchi Technology's market share.
Generally speaking, for Tianchi Technology, which is in a period of rapid growth, its valuation is completely reasonable with a price-to-earnings ratio of 200 times. Once Tianchi Technology enters the profit stage, the price-to-earnings ratio of 200 times will be quickly digested.
The fund manager's analysis report on Tianchi Technology almost went viral over the weekend. Investors were dubious and even thought the fund manager was crazy.
But if you think about it carefully, it seems reasonable. The future application scenarios of new energy vehicles, intelligence and driverless driving are all future trends. This is also the future layout of Tianchi Technology, which is clear.
The "Shanchi" models currently on the market cannot drive autonomously, but they retain room for technological upgrades. At the launch of the "Shanchi", its autonomous driving capabilities were already demonstrated to the world.
It's just that it hasn't been opened up so far, but people have discovered that the development speed of driverless driving and artificial intelligence is a future that is visible and tangible to the naked eye. It is no longer limited to the story-telling and concept stage. The practical application stage is almost
This is something that will happen in the foreseeable future.
With all these factors in mind, Tianchi Technology’s valuation logic really cannot be viewed in terms of traditional fuel vehicle manufacturers.
This news went viral over the weekend, and most stock investors were still deeply skeptical. They also believed that this was the main force planning to ship goods, so they released this kind of news and only started to tell this kind of story after it rose more than 13 times. The purpose of posting this kind of soft article was to make people
People take over.
However, this news has had a great impact on the domestic investment circle. Regardless of whether the news is true or not, in terms of its analysis content, many institutional investors have highly recognized it after re-analysis.
Some short-term institutions have even adopted radical strategies overnight and entered the market to build positions next week. Because Tianchi Technology’s entire valuation system is based on the logic of big data and Internet platform companies, the current stock price is still cheap.
…
On Monday, September 9th, the first trading day of the new week arrived as scheduled.
Today, Tianchi Technology opened the market and hit the daily limit again. The stock price soared to a record high of 109.29 yuan, becoming another 100-yuan stock in the major A cities. The market value reached a height of 295.083 billion yuan.
Accelerating the second and third board entry, stock investors are doubting their lives. If the main rise has increased more than ten times, can there be a second wave of main rise?
The market fluctuated violently last week, and some people who thought it was the main force in shipping were dumbfounded. No matter how they looked at it, it was just a washout.
At 9:51, Tianchi Technology's single-digit board exploded, and the stock price plummeted with a huge amount. The lowest price in the session reached 95.56 yuan, and the increase narrowed to the water mark of about +5%.
However, it quickly pulled back +15%, and then turned around and dived. The amplitude of the time-sharing chart on the market was particularly violent.
The flight of profits was obvious. Hot money, large and small investors who participated in the speculation, large and small retail investors, and those with the first-mover advantage all took advantage of it because it was really very high.
The previous violent fluctuations made participants realize that they should not be foolhardy and give up when good news comes, so as not to be lonely after retracement. If the mood ebbs, they may still get rich.
However, after the stock price fell below 100 yuan, the intensity of acceptance was very strong. It plunged sharply to the price of 95.56 yuan at the opening and never dropped again.
The reason is that fund managers are building positions below the price of 100 yuan, and they are taking orders one after another, and there are more than one or two.
Although the vast majority of big A fund managers are not even as good as retail investors, especially those with so-called professional backgrounds who have never experienced a bull-bear cycle, relying on their platform advantages and capital advantages, they can do nothing but work together.
, just like the group market in early 2018, there are not a few people who can lose money even with these advantages.
But what has to be said is that there are still a small number of fund managers who are still capable. They have at least gone through a bull and bear cycle, and are more fearful of the market and more competent than those young fund managers.
In the eyes of most retail investors, they only saw that the stock price of Tianchi Technology rose from 6.19. It increased more than 16 times in just 21 trading days. It has almost reached the sky. Now you are still participating in it.
It's a stupid quote.
But in the eyes of institutional investors who have opened positions today, the current price is still a very cheap bargaining chip.
At 11:16, Tianchi Technology closed the daily limit and walked out of the second "t" board, which was also the second and third board. When it completed the closing of the daily limit, the transaction volume had expanded to a huge amount of 14.2 billion, and the trading volume had once again hit a new record.
A new high since its listing.
Today on this board, Tianchi Technology has also created a new achievement, that is, its market value has surpassed Tesla for the first time, and investors from all walks of life in the market are also talking about this.
According to Tesla's latest stock price calculation, its market capitalization is just over 40 billion US dollars, which translates into more than 280 billion yuan in RMB.
When Tianchi Technology just surpassed BYD's market value a few days ago, investors began to look for new benchmarks, and finally benchmarked against Tesla. Now Tesla's market value has also been surpassed, and there is no benchmark anymore.
.
Now, Tianchi Technology has become the benchmark for other new energy vehicle stocks.
As the leading brother in the industry, you, Tianchi Technology, have increased by 16 times. We, the younger brothers, should be raised by the tide. You have increased by 16 times, and my increase of 1.6 times is not too much, right?
This is like if the house prices in a high-end community in a big city have increased several times, and the prices of the old and small houses nearby cannot stay the same. If your high-end community has increased tenfold, the old and small houses next to it will have to rise with it no matter what.
Two or three times more, there are lots of them.
When it comes to the stock market, other new energy stocks and miscellaneous stocks are also miscellaneous stocks in new energy.
Therefore, the current main line of the market is undoubtedly the new energy concept sector, and all the miscellaneous things in the sector are rushing north together with the leader of the universe. Moreover, the market has also been doing well recently, and the overall market environment is very good.
You must know that in the past month, the market index collapsed from early August to around 2733 points, and now in September it has reached over 3000 points, challenging this epic magical point for the nth time.
