Chapter 592 [Invest in Stocks at the Next Ten Times Price]
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 turned back to the catalog to search, and then jumped to read it carefully.
About half an hour later, Lao Yang 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 thinking level." Lao Yang said to himself: "What is the real impact of new energy vehicles? It has become an Internet application scenario. ,That's it."
Lao Yang thought and said to himself: "Suppose I buy a Tianchi new energy vehicle now. As soon as I get in 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 new energy vehicles 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 unicorns in the growth stage a price-to-earnings ratio of one to two hundred times.”
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 is directly facing the consumer terminal, rather than being a supplier in the middle or upper reaches. They are mainly earning hard money. How can the profits 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 massive amounts of car owner data, and 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. Which of the giants Penguin and Ahri is not a monopoly platform? Which one is not a behemoth? Which one is not a profit explosion?
How many leading companies in traditional industries can compare with the profits of these platform giants?
At this moment, Lao Yang said even 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 do it 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".
"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. It's enough now that I can clearly see the core logic at the bottom. I have a rough idea, and 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 hold 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 secondary market shares 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 expected. It is simply not flattering. .
…
However, in the past two days, the market showed a shrinking doji on Thursday, and the consecutive positive lines of the index stopped for five consecutive positive days. Although a red doji 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 down.
On Thursday, it did not continue the upward trend of the day before yesterday and continued its upward trend, with sideways consolidation.
On Friday, February 15, 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 pattern."
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 GEM Index had a net outflow of 5.2 billion yuan. There was a substantial outflow of funds, especially from the large financial sector, 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 recover the 40,000 yuan mark in late trading."
Group friend: "We are currently heavily invested in the financial sector, especially since the securities companies have taken a large number of securities companies' stocks. If Lao Yang hadn't said that we should not hold on, I would have withdrawn."
As more than 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 to rise on February 1, it has risen for five 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 mid-rail position, 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 attack 2750 points as I had expected before, but adjusted downwards in advance. Then after the adjustment, if it continues to attack 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, and our follow-up plan is to ignore short-term adjustments and fluctuations. The brokerage we are holding can earn at least 1 billion in total during this wave of market conditions. We should unite our knowledge and action, and wait for the super main force to launch the market!"
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