Chapter 807 [Tianchi and Tesla's stock price skyrocketed]
That night, Weilai Auto surged before the market opened. This new energy car company went public in the United States in September 2018, and its stock price also remained tepid and maintained a sideways trend.
Until the end of February this year, the stock price peaked at US$10.64 and then began to plummet. There were many reasons, such as the termination or reduction of state subsidies.
One of the factors that cannot be ignored is that this month coincides with the launch of Tianchi Technology's first model "Shanchi", and the subsequent 24-hour pre-sales data broke Tesla's record.
In the industry, this is regarded as a turning point in the reshuffle of the new energy industry.
Wei Lai's stock price has also plummeted, hitting a new low of $1.19 yesterday. In just half a year, Wei Lai's market value has shrunk from tens of billions of dollars to the current $1.252 billion.
But today, Wei Lai’s pre-market trading started to skyrocket!
When the U.S. stock market opened, Weilai opened sharply higher by +22.76%. After the opening, it fluctuated all the way up and skyrocketed. The intraday increase once reached +112.96%, and the market value expanded to US$2.6 billion.
Not only Weilai, Tesla also surged. It opened higher tonight by +17.36%, surged by +33.53% as high as possible during the session, and finally closed at +28.13%. Tesla’s market value closed at $517.64.
Approximately 368 billion yuan.
The market value exceeds that of Tianchi Technology.
The surge in new energy stocks in the US stock market this time was stimulated by Big A, to be precise, Tianchi Technology.
Furthermore, the North American capital market has also begun to change its valuation logic for the new energy industry today. Tesla's biggest pain point now is production capacity. However, with the start of operation of the super factory in Shanghai, Tesla has also
A phase of explosive production will begin.
Obviously, Wall Street capital has also recognized the valuation logic of new energy vehicle companies as data network platform companies, which means that related companies will directly lead to a revaluation of value. At least some capital has recognized and actively bought Tesla's shares.
stock.
Tianchi Technology in the Eastern Hemisphere has continued to surge, but it makes no sense that Tesla's share price in the Western Hemisphere is still halved, so it exploded at the opening tonight.
Tiansheng Qdie once again made a profit, because Diving Capital has a heavy position in Tesla's stock and a heavy position in Wei Lai's stock, and has already been lurking in it.
Especially for Tesla's stock position, Tiansheng Qdie accounts for more than 20% of its total share capital, which is more than founder Elon Musk's 19.5%, but it does not appear among Tesla's major shareholders.
.
Because Tiansheng Qdie’s holdings are all lurking shadow shareholders, the North American Securities and Exchange Commission ESC has no clue in this "cat-and-mouse game". If you check a shareholder A, and finally find out that he is holding it on behalf of shareholder B, then follow this
Shareholder B investigated and found that it was held on behalf of shareholder C. What's even more terrible is that shareholder C is an institution with a large number of shareholders...
Who knows how many layers are embedded in this? Who knows who the real owner behind this fund is?
In today's era, capital has entered the financial capital stage from the industrial capital stage in the past. Capital flows globally, and the strong liquidity of financial capital is like water.
It's too hard to catch it.
At the current transaction speed, the change of hands of a transaction is calculated in seconds. For one account, n accounts can theoretically complete n transactions and change hands within one second. With just one tap on the keyboard, people can do it.
Cash out and run away!
Tiansheng Qdie’s diving capital relies on the global flow of U.S. dollars to reap profits. Unless the U.S. country also follows the example of rabbits and implements foreign exchange controls, which is obviously impossible, or cross-border countries come to Ningzhou to investigate Tiansheng Capital and arrest Lu Ming.
, this is even more impossible.
It is much more difficult to accurately trace the diving funds of Tiansheng Qdie, because the asset allocation account of Tiansheng Qdie Diving Capital is dynamically managed.
Take the stock holdings of Tesla as an example. The holding account will not be kept in the current account for a long time. Instead, it will be held by changing vests from time to time. Account A holds the stocks for a period of time and directly transfers them from the secondary account.
The market sells off, and then the brand new B account buys and holds it from the secondary market, and completes the change of hands in the secondary market.
How to check this?
Even though esc broke through the previous difficulties and finally found account a, it turned out to be an empty shell with nothing in it. It just stayed here for a while and then transferred.
Dynamic management of asset allocation accounts is necessary. Of course, the transaction costs incurred during the period are included in the management costs, but these additional costs are a drop in the bucket compared with the appreciation of asset prices. After all, the efficiency of harvesting is low.
Lu Ming's strategy in the new energy industry is actually quite simple. In the short term, he does not expect Tianchi Technology to be able to globalize, and the risks are very high. If you invest a large amount of money and end up being listed and sanctioned, it will be troublesome. Physical real estate
, heavy assets will not be evacuated as quickly as the financial capital market.
However, the global profit premium of the new energy industry still remains high.
how to eat?
Of course, it’s just a matter of holding stock assets led by Tesla. It doesn’t matter if the overseas market doesn’t compete with Tesla. Tianchi Technology just owns the Greater China market.
…
U.S. stocks Tesla and NIO have soared, and investors from all walks of life in Big A are even more excited.
Now there is a situation where new energy stocks in the two major capital markets of the East and the West form a linkage effect and resonate with each other.
Investors in North America say that the valuation logic of A-share Tianchi Technology on the other side of the ocean is correct, and Tesla's valuation system should be revalued... up!
Investors here in Big A were excited when they saw the skyrocketing US stock price of Tesla. On the other side of the ocean, the US stock market Tesla had skyrocketed. How could Tianchi Technology lag behind? The shipment volume of "Shanchi" reached one million sales this year.
It’s a sure thing, with a market share of over 70%, it should be even better than Tesla… up!
Some investors said that the North American capital market has recognized that the valuation logic of new energy vehicle companies should be benchmarked against data network companies and platform giants like Amazon... bullish!
In short, as long as it goes up, that’s it! As long as it goes up, that’s it!
…
Tuesday, September 10th.
Today's big A opening, Tianchi Technology's call auction opened at 116.09 yuan, +6.22%, setting another record high.
After the opening, the stock price of Tianchi Technology fluctuated all the way up without any backlash. The bulls were very strong. The daily K-line came out of the bare foot Yang line, and the Yang line entity continued to rise.
More fund managers are running into the market, while the investors who were washed out last week are doubting their lives, watching Tianchi Technology's stock price continue to rise to new highs and new highs.
Until now, there are still a large number of investors who deeply doubt the logical revaluation boasted by various voices in the market.
However, the stock price of Tianchi Technology continues to reach new highs amid the doubts and hesitations of investors.
Looking at the K-line chart of this stock since its listing, it is not difficult to find that the stock plummeted in the first half month of its listing, all the way to the bottom of the epic golden pit of 6.19 yuan. At that time, the fear of the holders was overwhelming, and they held 500 shares.
You may owe 100,000 yuan. If you hold 5,000 shares, you may owe more than 1 million yuan. At that time, I don’t know how many holders could not sleep at night because of this retail investor.
Looking at the current stock price, it can be said that the trend of Tianchi Technology for more than a month has perfectly interpreted a sentence: the bottom is formed in panic, skyrockets in suspicion, and will end in madness as expected.
At present, retail investors are still doubting and hesitating, which shows that it is still early to reach the peak.
At 9:52, major market software push messages:
[The new energy sector continues to rise, with Tianchi Technology hitting its daily limit on four consecutive boards, with its stock price reaching a record high of 131.14 yuan, with a total market value of 354.078 billion yuan and a turnover of 7.956 billion yuan]
The stock investors in the two cities were all dumbfounded and even doubted their life.
