444. Gambling

Since meeting Liu Qiangdong for the first time, Chen Dongcheng couldn't help but recall the "accusation door" that once made countless melon-eating people hotly discussed.

It just so happened that they were drinking together this time, and Chen Dongcheng couldn't help but say more.

But if you think about it carefully, it is estimated that this is a hurdle that Liu Qiangdong is destined for, and sooner or later he will be stumped.

The red wine on the wine table cleared quickly, and Liu Qiangdong's amount of wine was amazing.

The other bigwigs are not good at stubble.

Fighting wine, talking about policies, and talking about the stock market is almost the main theme on the wine table.

Among them, Li Bin has talked about the future prospects of new energy vehicles more than once, and wants to fool several investors.

However, everyone else is an old fritter, just a haha, and few of them really ask.

Liu Qiangdong patted Li Bin on the shoulder, he invested in NIO as a person.

Investment is inherently risky, and Li Bin's storytelling ability is really not bad.

But it's still a bit difficult to fool these big guys.

The red wine on the table was dry one by one, and Lei Jun mentioned Xiaomi's financing in Hong Kong and wanted to ask everyone's opinions.

"Mr. Lei, the $120 billion valuation you Xiaomi is seeking is too outrageous.

IMHO, Xiaomi is a company that makes hardware.

Your gross profit can't support such a high valuation at all. ”

Zhou Hongwei was the first to speak, which made Lei Jun's face a little unnatural.

"Mr. Zhou, Xiaomi is not a traditional hardware company, what we want to do is an intelligent ecological ...... the Internet"

Zhou Hongwei said lightly: "How does Mr. Lei explain that 70% of Xiaomi's revenue depends on smart hardware?"

"I ......"

Lei Jun was speechless when asked, and his face became more and more ugly.

"Okay, okay, no matter what, we still want to wish Xiaomi a good listing and a skyrocketing opening!"

Peng Zhijian laughed and played a round.

The grievances between Lei Jun and Zhou Hongwei can be described as indescribable.

Once a photo of Lei Jun looking at the sleeping Zhou Hongwei gloomily during the World Internet Conference, it became popular in the circle of friends.

"If you want me to say, among our people, Mr. Zhou is still the most skilled and shouts a good slogan of the royalist party, I heard that 360 recently plans to return to China to go public?"

Lei Jun replied with no yin or yang, and sneered: "Mr. Zhou, I advise you, the domestic stock market is far more complicated than you think, be careful of joy and sorrow, if your body collapses, there will be nothing." ”

"Haha, I thank Mr. Lei first, 360 returns to A-shares, and I hope you will support me. ”

Zhou Hongwei arched his hand to everyone present, and looked at Lei Jun with a smile: "Since Mr. Lei is so confident, why don't we two have a gamble?"

Lei Jun frowned and asked, "What kind of gambling method?"

"Xiaomi will definitely go public early next year, and we will return to A-shares at the end of 360.

We simply PK with the highest market value of both sides.

If you bet, you will admit on the Internet that what you admire most in your life is each other, how about it?"

After Zhou Hongwei finished speaking, he looked at Lei Jun with a smile.

"Interesting. ”

Liu Qiangdong smiled next to Chen Dongcheng and asked, "Which side is Mr. Chen optimistic about?"

“360。 ”

"Huh?"

Liu Qiangdong was a little surprised and looked at Chen Dongcheng in surprise.

"Even before the privatization and delisting, the market value of 360 was only $9.3 billion.

Xiaomi's previous financing has reached a valuation of $45 billion.

That's a bit too big, isn't it?"

"A-shares are different from U.S. stocks, 360 continues to be in the United States, maybe it will die.

But back home. then it is possible to be reborn in Nirvana. ”

Chen Dongcheng suddenly became playful, and asked with a smile: "Why don't I gamble with Mr. Liu?"

"Okay, let's bet on something different. ”

Liu Qiangdong drank the wine, and his voice was a little loud.

The eyes of the others at the table were also focused on them.

"Mr. Liu and Mr. Chen also bet?"

Zhou Hongwei was stunned when he saw this, and laughed: "If you let the outside world know, you will definitely say that we are a group of gamblers, and we don't have the image of a public figure at all." ”

"Don't mind Mr. Zhou, I have a lot of cooperation with Mr. Lei.

Xiaomi's sales on JD.com are still very good, and I am personally more optimistic about Xiaomi's listing prospects. ”

Liu Qiangdong said with a smile that he was not optimistic about the prospect of 360's listing in China.

"It's okay, where's Mr. Chen?"

Zhou Hongwei is not surprised at all, as long as he is a normal person, he will not stand on the side of 360.

To put it bluntly, 360 is a loser, and it belongs to the gray return home.

Xiaomi carries the expectations of countless investment institutions and investment banks, and is destined to leave a strong mark in the Hong Kong stock market.

"I bet on Chou Dong, I bet that the market value of 360 will surpass Xiaomi, but only this year. ”

Chen Dongcheng gave a diametrically opposite answer.

Zhou Hongwei's eyes lit up, and he shook his head with a smile: "It's a pity that I met Mr. Chen too late, otherwise I would have to give Mr. Chen a fortune." ”

"Mr. Zhou's kindness is understood, and the bet is fun.

You don't have to take it too seriously, and develop the company well.

The most important thing is to be worthy of investors and shareholders. ”

Chen Dongcheng smiled and waved his hand, showing very modesty.

"Haha, Mr. Chen is right, we 360 must be worthy of shareholders!"

Zhou Hongwei looked at Lei Jun proudly: "Mr. Lei, Mr. Chen are on my side, it seems that you are in danger in this gamble." ”

"Don't say it too early, even if you keep raising the stock price in the early stage, I don't believe that the market value can still rise to 300 billion. ”

Lei Jun said so, and he was still a little worried in his heart.

Don't look at Xiaomi's valuation now higher than 360, that's because 360 is frequently harassed by short-selling institutions in the U.S. stock market, and it is miserable.

And they are listed on the U.S. stock market, but their market capitalization is just over $9 billion.

Zhou Hongwei has always felt that they are underestimated.

In addition, the scenery of A-shares is unique, and demon stocks such as Baofeng Technology have risen dozens of times as soon as they are listed, which makes people red.

Zhou Hongwei also made other calculations, and turned around to hype this gamble on the Internet, maybe it could also boost a wave of 360 stock prices.

However, 360's return to A-shares is a backdoor acquisition, and the real main body of operation is Jiangnan Jiajie.

Liu Qiangdong said with a smile: "I haven't talked to Mr. Chen yet, I can provide the traffic entrance of Jingdong here, and Mr. Chen also took out the traffic entrance paid by Cao Cao, how about it?"

Zhou Hongwei and they all looked at Chen Dongcheng with a smile, the cost of this bet is not small.

Whether it is the traffic entrance of Jingdong or the traffic entrance of Cao Cao's payment.

A valuable resource for any company.

It is no exaggeration to say that as long as you can get this kind of super large App diversion.

As long as you are not brain-dead, you will definitely be taken away.

Lei Jun's eyes are hot, if Xiaomi's mall can get the traffic entrance of the two......

Forget it, don't think about it.

Liu Qiangdong doesn't look down on Xiaomi's resources at all.

Even Xiaomi's stock, Liu Qiangdong is not interested.

What he is really interested in is the traffic entrance of Cao Cao's payment and Douyin.

Seeing the rapid development of Pinduoduo relying on these two software, Liu Qiangdong couldn't sit still for a long time.

Taobao launched a special edition, and JD.com immediately followed up with Jingxi.

The purpose is the same, to limit the wild growth of Pinduoduo.

"Okay, now that Mr. Liu has spoken, I have to give you this face no matter what I say. ”

Chen Dongcheng remembers very well that the peak market value of 360 is as high as 450 billion, equivalent to 67 billion US dollars.

And Xiaomi is still a long way from the bubble myth created by 360.

The wine game was dispersed, and Peng Zhijian asked Chen Dongcheng to drink tea.

found a tea room, and Peng Zhijian also mentioned how popular Zhou Hongwei has been recently.

Since 360 was delisted from the privatization of the United States, Zhou Hongwei has become a guest of honor of countless investment institutions.

Everyone wants to get on the 360 ship and go to the sea to pick up banknotes.

With a profit of 360, landing on the A-share market is rushing to harvest.

This return, there are no feelings, only interests.

"I didn't expect Pinduoduo to really grow to the point where it is today, it's all like a dream. ”

Peng Zhijian poured Chen Dongcheng a cup of tea and said with emotion: "I participated in an investment wine bureau a few days ago and met with Brother Xiaoma, who hates and loves you!"

"How?"

Chen Dongcheng gently blew on the teacup and took a sip slowly.

"Pinduoduo's project has made Tengxun gain a lot.

It also proves that they have the ability to incubate social e-commerce platforms.

Even within Tengxun, some people are considering whether to do social e-commerce by themselves and suppress Pinduoduo. ”

Peng Zhijian is worthy of being an old man of Tengxun, and he knows enough inside stories to be exciting enough.

Chen Dongcheng had never heard of these news before.

It can be seen that the person who revealed the news to Peng Zhijian has a really high status.

"Tengxun will not do social e-commerce, at least not yet.

In addition to WeChat, Douyin and Cao Cao Pay can provide huge traffic.

Especially Douyin, the daily active users are now stable at 200 million, and it is not a WeChat that can be sanctioned. ”

Chen Dongcheng put down the teacup and said calmly.

"It's because of Douyin and Cao Cao's payment that Brother Xiao Ma is particularly jealous of you.

The financing of the magnesium group not long ago was all matched with the help of Tengxun.

Teng Xun is really afraid that you will dig up the foundation of their flow empire.

Especially the Cao Cao payment that you do yourself, the share you occupy is gradually increasing, and the threat to them is getting bigger and bigger. ”

Compared with Alipay, WeChat started by relying on social networking and traffic, and gradually evolved into payment and other businesses.

Douyin's development speed is too fast, and it is developing at a speed that almost everyone is jaw-dropping, and it keeps harvesting users.

The way of spreading like a virus has made Douyin very popular among young people.

The most obvious feeling of the WeChat team is that the time spent by users is decreasing.

The per capita usage time of Douyin is gradually increasing.

That's not a good sign.

There are only 24 hours in a person's day, and the number of people who spend all night watching Tik Tok exceeds that of Moments.

This means that the foundation on which Tengxun lives is gradually being destroyed by Douyin.

Peng Zhijian's meaning is obvious, so that Chen Dongcheng is ready to be suppressed for a long time.

"I just got the news that Tengxun is considering reorganizing the Microvision Division.

The bright prospects in the field of short videos really made Tengxun reluctant to give up. ”

Peng Zhijian smiled and said: "Teng Xun's handwriting, you should understand that Brother Xiao Ma plans to give the Weishi team 4 billion funds, and your life may be difficult." ”

"You say so much, don't you want to ask when Douyin will come out alone for financing?"

Chen Dongcheng saw through Peng Zhijian's careful thoughts at a glance.

"Haha, it's no wonder that you guy has to press Douyin to make our investors hungry. ”

Peng Zhijian didn't feel embarrassed at all, Douyin was a good project he had followed up for a long time.

Chen Dongcheng is not short of resources or money, which really gives Peng Zhijian a headache.

"Alright, give you a chance, don't say I'm not interesting enough for you. ”

Chen Dongcheng said with a smile: "The valuation of Douyin, I believe you all know it in your hearts." ”

"Rest assured, as long as Douyin dares to raise funds independently, I guarantee that the valuation will not be less than 10 billion US dollars. ”

Peng Zhijian said with a smile: "I estimate that the share of Douyin's first round of financing will definitely be extremely sought-after, and institutions that are not well-known enough will have no chance at all." ”

In recent years, many investment institutions have a lot of money in their hands, but there are very few good projects.

Similar to Douyin, as long as it is market-oriented, it will definitely trigger a frenzy of pursuit.