RINAPE :: Volume #10

#904: Advantage spatial & amp ; Good


LNMTL needs user funding to survive Read More

Muye Science and Technology in the US (America) internet market is absolute rare and beautiful flowers. 牧野科技美国互联网市场算是一个绝对的奇葩。 Does not have from the start on own initiative in the company of US (America) development business, its product is not only naturally lucky in the US (America) market, this company even also affected the stock prices of two NASDAQ listed enterprises. 一个压根就没有主动在美国开展业务的公司,其产品不但在美国市场自然走红,这家公司甚至还先后影响了两家纳斯达克上市企业的股价。 The first time is Sina, after Li Mu purchases Hao123 also conforms with YY123, in YY123 as well as entire YY product system internal shield Sina link, even is the Sina two characters, almost cut a cleanness the Sina exterior current capacity, made a huge advantage to be spatial to Sina, starting from that time, the Sina stock price fell again and again, after the YY net got online, the Sina stock price was horrible to look at that fell, now basically is one of the NASDAQ most rotten stocks ; 第一次是新浪,李牧收购Hao123并且整合进YY123之后,在YY123以及整个YY产品体系内屏蔽新浪链接,甚至是新浪两个字,几乎把新浪的外部流量砍了个干净,给新浪制造了一个巨大的利空,从那个时候开始,新浪的股价就连连下跌,在YY网上线之后,新浪的股价更是跌的惨不忍睹,现在基本上已经是纳斯达克最烂的股票之一; This time, Li Mu collaborates PayPal, made a big advantage spatial news to market value 160 hundred million USD eBay, stock price opening of eBay fell 5%. 这一次,李牧又联手#,给市值一百六十多亿美元的eBay制造了一个大利空消息,以至于eBay的股价开盘就跌去了5%。 To a 160 hundred million USD enterprise, 5% market values, value more than 800 million USD, in the level of market value, more than 800 million USD evaporated all of a sudden. 对一家一百六十多亿美元的企业来说,5%的市值,价值8亿多美元,在市值的层面上,这8亿多美元一下子就蒸发掉了。 Meg Whitman tenure, the eBay stock price happened multiple has shaken sharply, most falls sharply because of the industry aggregate bleak factor, rarely like today, pure, because the eBay business has the problem to drop. 梅格・惠特曼在任期间,eBay的股价发生过多次大幅震荡,其中多数的大幅下跌都是因为行业整体的萧条因素,很少像今天这样,单纯因为eBay的业务出现问题而大幅下挫。 In the stock market, PayPal to eBay is a double-edged sword. 在股票市场,#对eBay是一柄双刃剑。 In eBay purchases in the PayPal process, in the market had received this message ahead of time, moreover this news in the eye of capital as well as investor, is an absolute good news, the securities trader adds fuel to the flames taking advantage of the good news, although eBay has not purchased PayPal officially, but the market has started to digest this good ahead of time. 早在eBay收购#的过程中,市场上就已经提前收到了这个消息,而且这个消息在资本以及股民的眼里,也是一个绝对的利好消息,券商借着利好消息推波助澜,虽然eBay还没有正式收购#,但是市场早就已经开始提前消化这个利好。 Before today opens, in the eBay stock price, actually contains ahead of time has digested the good that part, the stock price overall equivalent height. 在今天开盘之前,eBay的股价中,其实就已经包含了提前消化利好的那一部分,股价整体虚高。 This situation can understand for ahead of time expense in life, seems the Old Wang work company to announce, the year-end bonus will send three months of monthly salary to take the year-end bonus, this was equivalent to a Old Wang huge good news, making Old Wang in October ahead of time through brushing the way of credit card, overdrew the one and half months monthly salaries to be used to make merry. 这种情况可以理解为生活中的提前消费,就好像老王工作的公司宣布,年终奖会发三个月的月薪作为年终奖,这相当于给了老王一个巨大的利好消息,让老王在十月份提前通过刷信用卡的方式,透支了一个半月的月薪用来吃喝玩乐。 But shortly by the end of the year, from sending year-end bonus also one week, the higher authority announced suddenly: This year the company performance is not good, may cancel the year-end bonus, making everyone be mentally prepared. 可眼看到了年底,距离发年终奖还有一个礼拜,上级忽然宣布:今年公司业绩不好,有可能取消年终奖,让大家做好心理准备。 This, benefitting the improvement advantage empty, to the attack of Old Wang is very big, if did not say that the matter of year-end bonus is good, oneself will not overdraw the expense at least, because just first had the good news, credit card that not only oneself overdraw not, several months also owes the next big interest. 这一下,利好转利空,对老王的打击是很大的,如果不说年终奖的事儿还好,自己起码不会透支消费,可正因为先有了利好消息,自己不但透支的信用卡没还,几个月的时间还欠下一笔不小的利息。 To the eBay investor, feeling at this moment is like Old Wang, transfers the advantage to be spatial good instantaneously, most direct feedback that the market can make falls. 对eBay的投资者来说,此刻的感觉和老王是一样的,利好瞬间转利空,市场能做出的最直接反馈就是下跌。 Opening falls the 5% are also only a prelude, after opening falls 5%, the eBay stock price falls with steady steps, the although decline is steady, but also gave the investor to bring a big panic. 开盘跌去的这5%还只是一个前奏,在开盘跌掉5%之后,eBay的股价一路稳步下跌,虽然下跌幅度平稳缓慢,但也给投资者带来了不小的恐慌。 Now is worth rejoicing that only, is Muye Science and Technology and PayPal had not declared that to the outside has signed the agreement, the advantage had not determined spatially completely, the news that once otherwise solid eBay and PayPal just missed, the stock price will also continue to lower. 现在唯一值得庆幸的,是牧野科技#还没有对外宣称已经签订协议,利空还没有完全确定,否则一旦坐实了eBay与#失之交臂的消息,股价还会继续下挫。 Continues to take Old Wang to draw the analogy, is equivalent to Old Wang not to know that now the company can cancel the year-end bonus, was still having the last ray of hope at heart: The company may announce suddenly, the year-end bonus provides as usual. 继续拿老王来打比方,就相当于老王现在也不知道公司到底会不会取消年终奖,心里仍旧抱着最后一丝希望:公司有可能忽然宣布,年终奖照常发放。 If waits till the end of the year, the company determined that cannot send out the year-end bonus, that Old Wang mood with will drop the valley instantaneously, will also sell at a discount to the loyalty of company greatly, cannot do well to celebrate the new year, Old Wang indignant will resign from this work, to leave this pit compared with the company, likewise, the eBay investor is also same. 如果等到年底,公司确定发不出年终奖,那老王的心情会和瞬间跌落谷底,对公司的忠诚度也会大打折扣,搞不好过完年回来,老王就会愤而辞去这份工作、离开这个坑比公司,同理,eBay的投资者也是一样。 Now, the eBay stock price is falling, but undersells has not started, if Muye Science and Technology and PayPal hold hands successfully, the eBay stock will certainly also welcome sell-off, by that time, the stock price wave will also fall again. 现在,eBay的股价在下跌,但抛售还没开始,如果牧野科技#牵手成功,eBay的股票一定还会迎来一阵抛售浪潮,到那个时候,股价还会再有一波下跌。 The advantage that pure purchases the PayPal failure empty, although is not enough to shake the eBay foundation, but also enough made eBay pay the huge price in the market value, in the face of this price, as the Meg Whitman's first bad luck of CEO. 单纯一个收购#失败的利空,虽然不足以撼动eBay的根基,但也足够让eBay在市值上付出巨大代价了,在这种代价面前,作为CEO的梅格・惠特曼第一个倒霉。 Meg Whitman from getting out of bed receives the news that eBay stock opening drops sharply, somewhat could not sit still all of a sudden, PST 7 o'clock, she gives all essential people to telephone, requesting everyone to rush to the company in a half hour, holds the emergency meeting to consult. 梅格・惠特曼从起床就收到eBay股票开盘大跌的消息,一下子就有些坐不住了,西部时间七点钟,她就给所有关键人打电话,要求大家务必在半小时内赶到公司,开紧急会议磋商。 Meanwhile, Meg Whitman gives back to Tom Anderson to telephone, requests him today with Peter Thiel meets, must make the explicit progress, if the belt/bring does not return to the news, brings back to the resignation letter. 同时,梅格・惠特曼还给汤姆・安德森打电话,要求他今天跟彼得蒂尔见面,一定要取得明确的进展,如果带不回好消息,就带回辞职信。 Just gets angry with Tom Anderson, Meg Whitman then received the call that the board of directors chairmen made, the opposite party's behind most powerful big BOSS as entire eBay, In short that the telephone put through is: Meg! You what's the matter? Do you know, now the entire US (America) eastern media are reporting, predicted Li Mu is the eBay powerful enemy, moreover predicts eBay in the Muye Science and Technology heavy losses of China! Do not forget, in that Li Mu also Taobao net and Alipay, if we lose PayPal, if in the future Li Mu will take and eBay competition Taobao, we especially will be passive!” 刚跟汤姆・安德森发完火,梅格・惠特曼便接到董事局主席打来的电话,对方作为整个eBay背后最有权势的大BOSS,电话接通的第一句话就是:“梅格!你到底是怎么回事?你知不知道,现在整个美国东部的媒体都在报道,预言李牧将是eBay的劲敌,而且预言eBay将被远在华夏牧野科技重创!你不要忘了,那个李牧手里还有一个淘宝网和一个支付宝,如果我们失去#,将来李牧如果把淘宝拿出来和eBay竞争,我们会格外被动!” although Li Mu knows, Taobao net globalization in the true sense, difficult such as to ascend to heaven, but the US (America) person is extremely worried about this point as before, because in their opinion, Li Mu is one constantly creates the MU Online / miracle magician, no one knows that actually his next magic is anything. 虽然李牧知道,淘宝网真正意义上的全球化,难如登天,但是美国人依旧非常担心这一点,因为在他们看来,李牧就是一个不断创造奇迹的魔术师,谁也不知道他下一个魔术究竟是什么。 Therefore, the eBay elasis could not sit still all of a sudden, to them, hears PayPal and Muye Science and Technology was discussing that news of holding, is equal to hear the fiancee who son must elope with others. 所以,eBay的董事会成员一下子都坐不住了,对他们来说,听到#牧野科技正在讨论控股的消息,等同于听说儿子的未婚妻要跟其他人私奔。 But these elases, can do only, exerts pressure on Meg Whitman, in any event, must make her snatch PayPal. 而这些董事会成员,唯一能做的,就是给梅格・惠特曼施压,无论如何,都要让她把#抢回来。 Meg Whitman is confused, has not thought that oneself were evaluated world top-notch CEO repeatedly, strongest female CEO, finally was actually thrown into confusion by a 20-year-old China young male student. 梅格・惠特曼心烦意乱,从来没想过,自己多次被评为世界十佳CEO、最强女性CEO,结果却被一个20岁的华夏小男生乱了阵脚。 The powerful people have the soft rib, obviously, her seven cuns (2.5 cm) were pinched by Li Mu in the hand, but she is unable also to threaten to Li Mu in any level. 再强大的人都有软肋,显然,她的七寸被李牧捏在了手里,但她偏偏无法在任何层面上同样给李牧以威胁。 The true balance, is when you take the spear/gun withstands my chest, even if I cannot with the spear/gun withstand your forehead, at least must with resist your Old Second the blade. 真正的制衡,是在你拿枪顶住我心口的时候,我即便不能用枪顶住你的额头,至少也要拿把刀抵住你的老二 Meg Whitman apparently does not have this opportunity, she can do only, perhaps lets China Eachnet eBay, finding the way to increase a threat to Li Mu. 梅格・惠特曼显然没这个机会,她唯一能做的,恐怕就是让华夏易趣eBay,想办法给李牧增加一点威胁。 However this thought just emitted is less than ten seconds, was given up by her own rapidly. 但是这个念头刚冒出不到十秒钟,就被她自己迅速放弃了。 Li Mu is the China internet industry biggest local bully, the Taobao present scale is Eachnet eBay dozens times continues, moreover is deep the support of China governments and people, simply is the China star enterprise, now are struggling PayPal with Li Mu, everyone does not have the direct conflict, if really caused the direct conflict, which Eachnet eBay in China is the Taobao opponent? 李牧华夏互联网行业最大的地头蛇,淘宝现在的规模是易趣eBay的几十倍都不止,而且还深得华夏政府和人民的支持,简直就是华夏的明星企业,现在自己跟李牧都是在争#,大家没有直接冲突,如果真引发了直接冲突,易趣eBay在华夏哪是淘宝的对手? Thinks of here, Meg Whitman is anxiously more agitated. 一想到这里,梅格・惠特曼就更加烦躁不安。 Rushes to the company hurriedly, convenes the core team to continue to meet, at this time NASDAQ opening has crossed for one hour, the stock price fell, from opening 50.55 USD, fell 50.01. 匆忙赶到公司,召集核心团队继续开会,此时纳斯达克开盘已经过了一个多小时,股价一路下跌,从开盘的50.55美元,一路跌到了50.01。 US (America) person to most significant digit sensitive far exceeds any nationality, the US (America) person sells the thing, almost is 199 Yuan, or 19.99 Yuan similar repertoire, to reduce the most significant digit as far as possible, lets the consumer easier to accept, 199.9 USD, comparing 200 USD are easier to make the user accept, because user, when sees 1 this most significant digit, classified 100 Yuan shift it on the instinct at heart, if additional 0.1 USD, became 200, the consumer when saw this price, will classify it to 200 Yuan shift directly comes up. 美国人对最高位数字的敏感远超任何一个民族,美国人卖东西,几乎全是199元,或者19.99元类似的套路,就是为了尽可能降低最高位数字,来让消费者更容易接受,199.9美元,相比较200美元更容易让用户接受,因为用户在看到一这个最高位数字的时候,心里就本能把它归类到了100元档位,如果加0.1美元,变为200,那消费者在看到这个价格的时候,会直接将其归类到200元档位上去。 This mentality, is just the opposite on the stock market, when the stock price falls, when a defensive stage of highest order number, will enter to a key point, five of 50.01 prices several to the highest order, are in imminent danger, if 50 important passes fall into enemy hands and enter 40 shifts, then was too big to touching of consumer! 这种心态,在股市上恰恰相反,在股价下跌的时候,每到一个最高位数的防守阶段,都会进入到一个关键点,50.01的价格对最高位数五来说,已经岌岌可危,如果50关口失守、进入40档位的话,那对消费者的触动就太大了! ...... …… At this time Yanjing time already to around 10 : 00 pm, Li Mu tonight first with Elon Musk has the dinner together, then made the driver return to the hotel him, oneself then went in Muye Science and Technology nearby home. 此时燕京时间已经到了晚上 10 点多,李牧今晚先是与埃隆马斯克一起共进晚餐,然后让司机把他送回了酒店,自己便回了牧野科技附近的家中。 After going home Li Mu not to rest, but opens laptop, the real-time tracking US stock market quotation, saw eBay opening falls 5% times, Li Mu has basically been able to conclude, oneself this and eBay buys stock in the plan of PayPal certainly to succeed together. 回家之后的李牧并没有休息,而是打开笔记本电脑,实时跟踪美股行情,看到eBay开盘下跌5%的时候,李牧基本上已经可以断定,自己这次和eBay一起入股#的计划一定能成功。 The reason does not have him, eBay will not continue to yield profit the spatial news impact stock price, to knock the investor confidence, now therefore they most need has a good news, attacks the negative impact that this advantage spatial news brings, to look for weight/quantity ten hundreds of millions USD good news is too difficult temporarily, the best way is the advantage idle operation for good. 原因无他,eBay绝不会继续让利空消息冲击股价、动摇投资者信心,所以他们现在最需要的就是有一个利好消息,来冲击这个利空消息带来的负面影响,如果临时想找一个分量十几亿美元的利好消息太难了,最好的办法就是利空转为利好。 In other words, eBay most longs for that at purchasing the PayPal matter can the joy after sorrow. 也就是说,eBay最渴望的,是在收购#的事情上能够柳暗花明。 Before long, is in Silicon Valley Peter Thiel will speak face-to-face with eBay vice-president Tom Anderson, when the time comes Peter Thiel will dish out the solution that oneself give in the good time, eBay will certainly not reject, not only will not reject, instead will be survivor of disaster and be grateful. 过不了多久,身在硅谷彼得蒂尔就会跟eBay的副总裁汤姆・安德森面谈,到时候彼得蒂尔会在合适的时机抛出自己给出的解决方案,eBay一定不会拒绝,非但不会拒绝,反而会劫后余生、感恩戴德。 At present, eBay has two advantage spatial news: First has the possibility to miss PayPal, second is many powerful and mysterious Competitors Muye Science and Technology, even is the Muye Science and Technology + Taobao net. 眼下,eBay有两个利空消息:第一是有可能错失#,第二是多一个强大且神秘的竞争对手-牧野科技,甚至是牧野科技+淘宝网。 If eBay accepts own proposition, holding PayPal, then misses the PayPal advantage to recall spatially thoroughly ; 如果eBay接受自己的提议,控股#,那么错失#的利空就能够彻底挽回; Moreover, after eBay accepts own suggestion, Muye Science and Technology and Taobao net, no longer is its competitor, instead changes the friend from the enemy, becomes the partner of same camp, is an advantage idle operation is good. 而且,eBay接受自己的建议之后,牧野科技淘宝网,都不再是它的竞争对手,反而从敌人变朋友,成为同一个阵营的合作伙伴,又是一个利空转利好。 Two big advantages transfer spatially completely greatly good, the eBay stock price will certainly pull out attractive V to rebound. 两个大利空全部转为大利好,eBay的股价一定会拉出一个漂亮的V型反弹。 Thinks of here, Li Mu felt suddenly, does not seize the chance to buy his several hundred more than ten million eBay stocks, was really owes in a big way. 想到这里,李牧忽然觉得,不趁机买他个几百上千万股eBay股票,实在是亏大了。 However thinks again carefully, the stock market absolutely does not have that big loophole to drill. 不过再仔细想想,股票市场根本就没有那么大的漏洞可钻。 In US stock market market, stock of circulation in securities trader and investor hand, moreover US stock market market and domestic different, most investors walk the long-line investment strategy, at this time wants to buy up the eBay stock, must look in the market to have many stocks to be for the purchase at that time, once there is a Renmin pen inspiration, perhaps will also cause more people to follow up or be loath to sell something, cannot do well can also dig up to draw several hundred thousand. 美股市场中,流通的股票都在券商和投资者手里,而且美股市场和国内不同,大部分投资者走中长线投资策略,这时候想买进eBay的股票,要看当时市场上有多少流通股可供购买,一旦有人大笔吸入,没准还会引起更多人跟进或者惜售,搞不好也就能扒拉个几十万股。 Words that gains several USD, is several million USD rooms for profits, moreover oneself in China, want to start to buy the US stock market is also unlikely immediately, waits to toss about the procedure and foreign exchange, could not do well the quotation also to pass. 一股赚几美元的话,也就是几百万美元的利润空间,而且自己在华夏,想立刻入手买美股也不太可能,等折腾好手续和外汇,搞不好行情也过去了。 Therefore Li Mu gave up copying the plan of eBay stock conveniently, thinks that the Wei Lan parents in US (America), can make her parents following inside information slightly gain one actually, therefore then pulled out the cell phone, hit to Wei Lan...... 于是李牧放弃了顺手抄抄eBay股票的计划,想到蔚澜的父母在美国,倒是可以让她爸妈跟着内部消息小赚一笔,于是便掏出手机,给蔚澜打了过去……
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