Chapter 320 Lu Yi: Teacher Ma, Have You Heard Of Singles’ Day?
Chapter 320 Lu Yi: Teacher Ma, Have You Heard Of Singles’ Day?
The internet is abuzz.
On the day that Future Group invested in Ali Group, Yahu announced a strategic cooperation with eBay, and various interpretations came out.
It dominated the front pages of major platforms, and many people participated in the discussion.
Some people even shouted the words "East versus West".
Domestic stock investors are also very happy.
Because of this incident, North American stock investors suffered a severe blow last night.
Even some small institutions and small hot money were directly buried on the top of the mountain due to sudden bad news.
Many old stock investors who have been severely beaten by Big A lament that Big A is better. Although they can also cut leeks, they will not cut them like rice stocks.
At the end of the day, the amplitude was as high as 26.2%, which simply shocked the attention of domestic investors.
Of course.
In this kind of big shock, people with excellent skills can make a lot of money.
Those who are not skilled in technology will be harvested, and they will be harvested repeatedly.
If you want to play in the US stock market, you really can't bear it if you don't have a big heart.
in particular.
Future Group issued an official announcement "330", announcing that Lu Yi reduced his holdings of 1.8 million shares last night. Although the reason was to optimize personal asset allocation, there is no need to over-interpret it. There are no problems within the company, but it cannot be tolerated. People are making wild guesses.
If you say there's no problem, then there's no problem?
How do I know if you tricked me into taking over?
Domestic investors saw this announcement of reduction of holdings, and it was Lu Yi, the founder of the company, who reduced his holdings. The key was to reduce his holdings before the stock price plummeted, which made people wonder.
But no matter what, domestic stock investors mourned the American leek.
After all, we are all leeks, so we feel the same way.
Last night, I was guillotined by a sudden bad news, but the result is not over yet.
With the announcement of Lu Yi's shareholding reduction, the stock price of Future Group will plummet tomorrow, and it is very likely that it will fall below the opening price of 92.7 meters of gold when it was listed.
I originally thought that the future group's share price would be like last year's Guge, which went public in August and doubled its share price by the end of the year.
result………
It’s simply hard to describe.
It has been almost a month since Future Group went public, and the trend has been a huge shock.
The stock price hit a new high today, and tomorrow a huge negative line may hit it, completing the harvest.
In fact, the trend of Future Group's stock price is considered very normal by many people.
Because when Future Group was first listed, there was a lot of hype, and institutions gave Future Group a very high valuation.
This valuation is undoubtedly overestimated, even if the group's future development is very good.
If calculated based on the net profit in the first quarter, the net profit for the whole year will be 492 million meters of gold. Calculated based on the market value of 150 billion meters of gold at the time of listing, the PE valuation on that day was 304.
It starts with a PE valuation of more than 300, who can withstand it?
Although stock speculation is based on expectations, the stock market gapped higher and the increase more than doubled, which means that this expectation was fulfilled.
If the expectation is fulfilled, then it will be destroyed and E will be within a reasonable range.
The reason why there was a vigorous stir before going on the market was to attract leeks to come in and take over.
When the valuation reaches a reasonable range, institutions will enter the market again to collect bloody chips.
August 12th.
Ali’s fourth round of financing has come to an end.
The four parties completed the final transaction, and the relevant agreements and contracts were officially signed.
In the evening, Ah Li held a dinner to celebrate.
During this period, Teacher Ma took Lu Yi to the balcony on the pretext of going to the balcony to get some air and sober up after drinking too much.
"Director Lu, what do you think of the strategic cooperation agreement between Yahu and eBay?"
Teacher Ma didn't look like he was drunk, but he was very sober. As soon as he came to the balcony, he asked questions directly.
In the past two days, Ali Group and eBay have frequently made headlines in major mainstream media around the world. Everyone around the world knows that Ali is fighting a war without gunpowder with eBay.
Now both sides have help entering the scene.
Ahri's side is Future Group, while eBay's side is Yahu.
Generally speaking, most of the voices are looking down on Ahri.
First, eBay is the world's number one e-commerce company, and Ali is just a follower and imitator of eBay.
Moreover, eBay is not a pioneer like Yahu. It is overtaken by followers and imitators. eBay's global development momentum is very strong.
Although eBay's share of the domestic market has declined at this stage, eBay's market share is still higher than Taobao, accounting for more than 60% of the domestic market share.
Taobao currently only has 6 million members, but eBay has 10 million!
And eBay is the leader in global e-commerce!
There are those who are bullish on Ahri, and naturally there are those who are bullish on Ahri.
The reasons are as follows:
1. Although eBay has more members than Taobao.com, it has three indicators: product volume, pageviews, and transaction volume. Taobao.com has surpassed eBay.
2. Taobao’s free strategy can attract more merchants to settle in Taobao.
3. eBay underestimates the enemy. The head of eBay once said that Taobao.com could only survive for eight months at most, but now Taobao.com has survived for two years and is becoming more and more powerful.
4. With the cooperation between Ali and Future Group, with the traffic channels of Future Group, Ali will no longer be afraid of being blocked by eBay.
You must know that in order to ban Ali, eBay specifically stated in the advertising contracts it signed with Xinlang, Sohu, Wangyi and other portal websites that if these websites have any cooperation in publicity with Taobao.com, eBay wanted to impose heavy fines on the websites it cooperated with... At that time, Taobao could only choose to advertise on its personal website.
But it is different when working with Future Group. Future Group has massive traffic and has major platforms and channels. The strength is not much worse than that of the major portals.
Moreover, in terms of user traffic, the three major portals are far inferior to Future Group.
These four points are why some people are optimistic about Ahri.
Hearing Teacher Ma's question, Lu Yi smiled and said: "Yahu is not accustomed to the local environment in China and can't survive on its own. Do you think that cooperating with eBay can reverse the decline?"
"In my opinion, Yahu's doing this has no benefit except to make us feel disgusted.
"In this battle between Taobao and eBay, I have already made a judgment that the winner will only be Taobao.com [and it can only be Taobao.com. 11
"eBay doesn't even understand the domestic gameplay. It thinks it can win the domestic market by burning money. I will only give him three words - thinking too much."
"So, Teacher Ma, there is no need to worry too much, we will win this war.
Hearing Lu Yi's words, Teacher Ma smiled: "Director Lu, to be honest, I didn't expect you to have more confidence in Taobao.com than we do."
"Haha, if I didn't have confidence, I wouldn't invest in Ahri. I wouldn't do a loss-making business." Lu Yi said with a smile.
Teacher Ma nodded, and then said seriously: "In order to win this war with eBay, we have also made a lot of preparations. In a few days, the company will announce that Taobao.com will continue to be free for three years, and will also launch Taobao. Baowangwang will also increase its investment in advertising.
This can be regarded as giving Lu Yi a clear answer.
after all.
Future Group is now the company's largest shareholder, but Lu Yi also kept his word and directly handed over the voting rights to his team for exercise.
This shows that Lu Yi really has no intention of seizing power.
Lu Yi nodded and said: "Teacher Ma, according to your plan, if you want to completely defeat eBay and become the number one player in the domestic e-commerce field, I think it will take at least two years."
According to the development trend of the previous life, Taobao truly defeated eBay in 2007, and its position as the number one e-commerce player in China can no longer be shaken.
At that time, Taobao accounted for 80% of the domestic market share, while eBay dropped to single digits. Finally, it chose to sell the company and withdraw from the domestic C2C market.
"I have a suggestion, maybe we can defeat eBay completely in advance.
Teacher Ma's eyes flashed and asked: "Oh, what's your suggestion?"
The two years given by Lu Yi are similar to the conclusions reached by their internal argumentation. It can be seen that Lu Yi has a very deep research on the domestic e-commerce field. Lu Xiang's suggestion may really speed up Taobao.com to defeat eBay.
"I wonder if Mr. Ma has ever heard of 'Singles' Day'?"
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