Chapter 814 Stabbing (Two in One)

Shorting Lehman, with a legitimate reason.

After the Spring Festival, as Xiong Xiaoge's short-selling profits on Zhihu live broadcast came to an end, the richest man in the mainland, Mr. Fang Zhuo, announced a new short-selling plan.

Six months ago, Lehman's stock price was $81.06.

A month ago, Lehman's stock price was $80.32.

However, in the past month, Lehman's stock price has continued to fall. As of February 21, its stock price was $72.56, a drop of 10.5%.

This 5+1 change is dramatic from the final result.

Although Lehman is not a minority of the US stock price decline, it is falling, which is to make the short-selling behavior that has attracted the attention of many Chinese people gain profits.

As the most influential person in multiple posting live broadcasts, the final result of Xiong Xiaoge's taking out all his wealth of 100,000 yuan has attracted much attention. After deducting bank fees, he made a total profit of 9,156 yuan.

In other words, the annualized return of following Fang Zhuo to short Lehman is 18.3%.

The short-selling fund has allocated a total of 300 million Chinese Yuan in the mainland. According to this income, the final result of principal and interest is 354.9 million.

The vast majority of financial managers have earned a total of 54.9 million Chinese Yuan from Lehman, which is equivalent to 7.03 million US dollars.

The most important thing is that this is a risk-free income with Fang's funds as ballast.

Neither the bank nor Fang Zhuo disclosed the number of people who shorted together, but someone did a simple math calculation in the comment area of ​​Xiong Xiaoge's last live broadcast.

"I asked the bank, this time there is a limit on short selling, and a single person can only invest up to 300,000. According to the scale of 300 million funds, the number of people in China who followed Fang to short Lehman is at least 1,000!"

"Considering that many people like Xiong simply invested a sum for fun, it is estimated that the number of people who participated in shorting international investment banks this time must be 3,000 or more."

"This is not only a victory for Fang, but also a victory for all of us!"

In addition to such comments estimating the scale of the battle, many people expressed regret after seeing the final result.

"I thought it was troublesome at the time. If I had known it would be like this... I was so stupid, really! I only knew that Lehman was an international giant, but I didn't expect that Mr. Fang was the killer of giants!"

"I am calling for Mr. Fang to cancel the investment limit! Mr. Fang wants to use a small leverage, and I have nothing to repay him. I can only sell the house to gamble and see whether I can wear leather shoes or straw shoes!"

"I won't sell the house. I plan to sell the car I just bought last year and try it out. I will see if I can change to two cars in half a year."

"Mr. Xiong, let Mr. Fang lead the brothers to charge again! This time I will definitely follow!"

"Mr. Xiong, you must really take out all your wealth this time! Opportunities are rare and time will never come again!"

Xiong Xiaoge's live broadcast post became particularly lively because of Fang Zhuo's updates. Similarly, Fang Zhuo's dynamics even caused Zhihu's server to freeze for a time, and the number of registrations on the website also had a strange growth curve.

"Mr. Fang can win Lehman alone, but he still brings us along. Whoever attacks Mr. Fang in the future must get past me first!"

"Mr. Fang, I haven't gotten on the bus yet, I haven't gotten on the bus yet, hurry up, the fund is coming!"

"Use one word to describe Mr. Fang, fierce! Use two words, mighty! Use three words, I love you!"

When Fang Zhuo had time to look at his own comment area, it was already full of people dancing, and everyone was very excited.

He looked for a long time, and really didn't know how to reply to those "love", "praise" and "appeals". In the end, he could only give a conventional reminder - financial management has risks, and investment should be cautious.

After the short-selling fund began to leverage, the risk this time was not entirely borne by him personally.

However, considering the continuous situation in the future, there should be no problem with the second wave of large-scale short-selling performance art.

At the same time, Fang Zhuo does not plan to disclose the scale of his short-selling funds this time, so that there will be a good explanation of the funds in the future.

On February 22, the heat of shorting Lehman spread across the Internet for the second time. Compared with the doubts and wait-and-see attitude last time, the opinions this time were generally inclined.

——"There are two groups in China that are shorting Lehman"

——"Mr. Fang, love me again"

——"The richest man in the mainland is eyeing international investment banks"

Perhaps because the acquisition transaction between Penguin and Friends.com is about to be completed, even Penguin's portal website has made a large-scale evaluation of Mr. Fang's shorting of Lehman, and the article praised "Mr. Fang once again proved how sharp his vision is", "This is why Mr. Fang is Mr. Fang", "Let's see what will happen next"...

That afternoon, Friends.com, which worked overtime to complete the delivery, had basically completed the procedures. According to the agreement, Penguin will pay the transaction price in one lump sum within 5 days after the delivery date.

Maybe everyone didn't want to delay, just two days later, Penguin paid 1.55 billion acquisition funds very happily.

With the announcement of Penguin's acquisition of Pengyou.com on the Hong Kong stock market, its stock price rose by 5% in one day, which was a good start to the new year.

It was also on the evening of this day that Sina held a telephone conference to fully discuss the prospects and development of the new project Weibo, and confirmed that Wang Xing, the former president of Pengyou.com, and Wang Gaofei, the vice president of Sina, would work together to develop the new social platform business of the holding subsidiary Weibo.

Finally, everyone was still hesitant about one thing, when would Weibo, which was ready, go online?

Fang Zhuo delegated the discussion and felt that any time would be fine.

Wang Yan learned from Mr. Fang’s management style of the company. After all, the subsidiary Weibo will have a large degree of independence.

When will it be launched on Weibo?

In the end, it was the new president Wang Xing who made the final decision: "It's tomorrow, it's tomorrow!"

He couldn't wait, he couldn't wait to go online tonight!

No one objected and all passed.

Then, Weibo, which is committed to building a new social platform in China, will be launched for internal testing at 3 p.m. on February 23.

At 9:30 in the evening, Fang Zhuo ended another communication with Wang Xing on the development of Weibo and pondered over the next day's schedule.

The private plane just flew from Luzhou to Beijing today. Dr. Liang is officially discharged from the hospital and is preparing to return to the United States.

The key problem of ice core in the 65nm process was easily solved by Liang Mengsong, who had already experienced it in Taiwan. According to Qiu Ciyun's report, risk trial production will be attempted in the first quarter.

This is even a month faster than expected.

If it can be completed in March, small-scale mass production and yield improvement will be started from April to June to prepare for the next formal mass production.

According to the plan, ice core’s 65nm production capacity should be delivered in the third quarter of the second half of the year.

Qiu Ciyun's voice on the phone was very exciting, and every call was exciting.

Fang Zhuo felt the same way and had similar ups and downs of joy.

It seems that Yike's mobile phones can also try to use chips produced by its own wafer factory.

…

At seven o'clock in the morning on February 23, the countdown to Weibo's launch began. Sina and Weibo were all working overtime last night, preparing for the first internal test of the launch.

Fang Zhuo was also assigned the task of posting the first Weibo post, but he had other arrangements today, so Wang Xing took care of it.

At eight o'clock in the morning, Fang Zhuo, who had just finished breakfast, took a bus to inspect the construction of the CMOS sensor production line jointly established by Sony and Bingxin in Shanghai.

As a foreign director of the company, Fang Zhuo has no right to interfere in the company's operations. However, through his good relationship with Stringer and the current common interests with Sony, the cooperation between the two parties is increasingly deepening.

Recently, Bertelsmann, the other party in Sony Bertelsmann Music Company, has made noises, and it is suspected that it wants to sell its shares in the joint venture.

This music company owns the music copyrights of two major record companies, Sony and Bertelsmann. Among them, Yike holds 5% of the shares. The online music share brought by the best-selling music player provides the company with good digital music benefits.

It is unclear whether Bertelsmann's news is a test, but the German company seems to have the idea of ​​​​leaving the record industry.

In addition to the music field where they have been cooperating, Yike Mobile and Sony Ericsson have signed a patent licensing agreement, and the e-commerce company Tesco has also made great efforts to promote Sony products online...

In addition, the CMOS sensors used in Yike mobile phones have been purchased from Sony early on, and Bingxin’s production line in Shanghai is a model of cooperation in capital, technology and talent.

Fang Zhuo is very optimistic that this production line will continue to create greater common interests for both parties.

Music, cell phones, sensors, and future financial crises.

Fang Zhuo believed that he, the foreign director, had a deeper connection with the company.

In the morning, Chairman of Bingxin inspected Bingxin Factory No. 3 located in Zhangjiang High-tech Park and delivered an important speech on the construction of the production line, which greatly encouraged the morale of Chinese and Japanese employees, enhanced everyone’s enthusiasm for their work and dedication, and also gave an important speech on Bingxin cohesion and centripetal force.

At noon, Fang Zhuo ate in the cafeteria. He paid close attention to the life problems of Sony employees after coming to China, and told the senior management team to do a good job in logistics support and to give Japanese engineers opportunities to impart technical skills.

At 1:30 p.m., just as Fang Zhuo was hesitating whether to visit SMIC in Zhangjiang, he received a call from BOE founder Wang Dongsheng.

Wang Dongsheng's tone was a little nervous. The nervousness was mixed with weirdness, and the weirdness also revealed excitement.

"Mr. Fang, it seems that the United States is investigating the panel monopoly."

Fang Zhuo asked: "Non-public investigation? How did you know?"

"There are some abnormal behaviors from American manufacturers in ordering." Wang Dongsheng said vaguely, "It's not the kind of normal purchase price comparison. Also, I heard a little bit of news."

Since BOE’s LCD panels were put into production, Samsung’s waist no longer hurts, Sharp’s legs no longer hurt, and LG has become more vigorous in producing LCDs.

Wang Dongsheng has participated in several manufacturer meetings focusing on panel prices in Xiangjiang.

"Mr. Fang, when do you think it's appropriate for me to stand up?"

Wang Dongsheng had little experience. As soon as he noticed something unusual after the year, he thought of Mr. Fang who gave the idea.

"At the earliest, we have to wait for an open investigation there. The United States is in charge of the judiciary, and the current leader is Gonzalez." Fang Zhuo was familiar with this area and said thoughtfully, "Wait until I go to the United States to find connections and inquire about the situation. ”

Wang Dongsheng felt relieved that Mr. Fang was still reliable. He not only gave bad ideas but also provided after-sales service.

Fang Zhuo added: "Anyway, as long as BOE jumps out faster than other companies, they will definitely still hesitate. Then you should stand up and change your mind. You are a competitor to begin with. In the future, you will rely on losses to speak for yourself."

If you fight for losses, you can only fight for losses.

The market was not very good to begin with, and the financial crisis came again.

BOE in China finally got on the high-generation line, and the higher-ups will not let it go bankrupt. South Korea also had a hard time playing counter-cyclical games, and now it is time to learn from their advanced experience.

When Wang Dongsheng heard the word "loss", he could only smile bitterly. The production line in Beijing has been losing money, and Luzhou has suffered less losses.

The two exchanged a few more stabbing words. When the call ended, Fang Zhuo thought about not affecting the normal work of SMIC, so he gave up the idea of ​​going over to have a chat.

At 2:30 in the afternoon, there was only half an hour left before Weibo went online.

Fang Zhuo sat in the car on the way back to Hang Lung, thinking about the new competition brought about this time.

He was actually very curious whether Penguin would follow suit or stick to being the Oriental Facebook that was already optimistic about the stock price.

Regarding the acquisition of Penguin.com by Penguin.

Fang Zhuo has noticed some media analysis, and it is generally believed that this has a very positive significance for Penguin to build a social platform.

However, in Fang Zhuo's view, whether this is a tonic or a poison depends on how Penguin handles it.

Penguin may not be very sensitive to the problems of the universal social stage that are not easy to solve on the friend network because of the early introduction of the traffic pool. It relies on the dominance of traffic to conquer the world, and it is easy to make mistakes in specific micro-management.

In the final analysis, can the real-name Facebook model achieve greater success in the current Chinese Internet environment?

If Penguin can solve it, it can digest the social networking of acquaintances. If it cannot solve it, it may leave a mess after pouring resources.

Regardless of whether Penguin will be backfired, it has been preparing for the communication field gifts in the mobile era.

Yike has reached an agreement with Google before, and will have a built-in software position in the Android system. This product focusing on the mobile communication field is being developed and polished, but it will not be launched immediately with the launch of Yike mobile phones.

When Android mobile phones have a considerable number of users in China, it will stand up and compete with Penguin.

Social field, mobile communication field and C2C Paipai.com, which Penguin currently attaches importance to.

If Taobao continues to exert its strength, the e-commerce field that is difficult to fully utilize the traffic advantage may still be a pain for Penguin.

Three areas, three challenges of all sizes.

Fang Zhuo felt that he really needed to discuss with Wang Fengyi about the Penguin shares he held in the future.

Three o'clock in the afternoon.

Weibo was officially launched.

The Weibo account certified as "Fang Zhuo" was published by Wang Xing on the entire network.

——Who is the real Facebook of the East?

At 3:10 pm, the president's office of Hang Lung 23.

Fang Zhuo looked at the Weibo page on the computer screen and saw the first sentence on his account. He thought that this seriously violated his spirit of being kind to others and regretted letting Wang Xing take charge of the release.

No need, no need.

He logged into his account, deleted and reposted.

—— Hello everyone, I am Fang Zhuo, welcome to follow me and pay attention to the Yike mobile phone that will be launched this year.

It's normal, this is what I should say.

Ah Xing, young man.

Young people are too angry.

It's the weekend, eight thousand words tomorrow.