Chapter 111: Closing the Door and Fighting the Dog (2)
"I heard that you fell in love with that OICQ software and want to cooperate with the other party? I see that they only released the first version 2 days ago, so it stands to reason that they are just getting started......," Wang Huiling asked with a smile, "I asked a few engineers just now, and it is not difficult to copy it, and it may even be better." Why don't you want to do it yourself and talk about cooperation?"
"That's right, the first version was released on February 10th, but what version do you want to see today?"
Wang Huiling paused, subconsciously observed again, and found that the version number of OICQ changed from 99?beta?? build?? 0210 was quietly updated to 0212.
The seemingly insignificant change illustrates Tencent's combat effectiveness: a new iteration has been released in just 2 days. Obviously, this version is put up after continuous changes according to user needs in the past 2 days, not prepared in advance, otherwise there is no reason to change the version every two days, just put the mature version up!
Wang Huiling has been the general manager for half a year, and her understanding of the characteristics of the Internet industry is relatively clear: a software can be iterated quickly, which not only shows that the company's technical strength is relatively strong, but also shows that it attaches great importance to customer experience and is willing to continuously improve products and improve itself according to customer opinions.
She nodded and said, "I thought we were fighting hard enough, but I didn't expect there to be someone who worked harder than us!"
After the launch of Huizhi World, two version iterations were carried out according to user feedback and needs, but the speed was not so fast: first, the online chess and card game had Lianzhong Development in the front, and many ideas had actually been determined, and the change was not large; second, it was also because Tongtian Technology had conducted careful internal testing before it was launched, and the current release version was relatively complete and not as frizzy as other startups.
Chang Tianhao smiled: "This is different, they are still a small company, and they are in the local area, so the situation is different." We have embarked on a standardized development path...... You should be very glad that Tongtian Technology is different from 99% of startups, we were born with a golden key!"
Wang Huiling thought that the golden key he said referred to Chang Tianhao, far more abundant capital than the average start-up; in fact, he said that the forward-looking vision brought by rebirth, with this advantage, Tongtian Technology can take a lot of detours, it seems to run a little slower, but it will not be slow, and it is appropriate to slow down the pace, which is conducive to sorting out the company's management system and logical level.
At noon on February 12th, after the technical staff of Tongtian Technology completed the 4 games scheduled to be launched by Huizhi World, one-third of the technical team members took a vacation, and tomorrow it will be reduced by half, and finally the remaining group of engineers in Shanghai took on duty tasks.
Tencent is different, the hard work they showed was not slowed down by the Spring Festival, there is no reason for such a company to be bad, because Chang Tianhao's requirements for Tongtian Technology are the same: the first response must be fast, and the second service must be good. Whether to make money or not is not a question that engineers should consider, Wang Huiling did not understand the importance he valued Tencent at first, but now it is clear.
"It may not be difficult to acquire this software or even this company, but the difficult thing is how to get the people behind it. Chang Tianhao said, "I learned from the side that this company is basically in Guangzhou and Shenzhen, and it is difficult to get to Shanghai, unless Tongtian Technology is moved to Shenzhen, I can't control it." ”
There are several companies that imitate ICQ, but only OICQ has succeeded and grown, not because the name is more auspicious, but because the team and engineer culture behind the name - without this core, you will only have a software shell called QQ and no soul.
Just as Tongtian Software strips off the current personnel, whether it is Biyou Palace, Huizhi World, or even several games are dead, what is the use of being taken away?
Investing in Tencent is investing in technology-driven leaders and their teams, not in software, and the connotation must be clear.
"I understand what you think, but I have a different opinion......," Wang Huiling said softly, "Now that it is not difficult to imitate, we should draw 8-10 engineers to clone this software, which has three advantages:
First, through the copycat, the company can accurately assess the technical capabilities and development level of the other party;
Second, the company maintains technical reserves and contacts in this regard, which is conducive to follow-up negotiations;
Third, carry out the necessary hedging -- you want to cooperate with the other party, what if the other party does not agree to cooperate with you or someone else takes the lead? We can't hang ourselves from a tree, right? The company has this set of things in its hands, and it can become a powerful pressure weight for cooperation and negotiation in the future!"
Chang Tianhao was stunned, very surprised by what she had just said, and blurted out the question: "This is what you think?"
"Hmm. Wang Huiling immediately said with little confidence, "Don't blame me if you say something wrong, how much you criticize if you say something wrong......"
"That's what you said, that's it!" Chang Tianhao walked over and hugged her in his arms, "You really impress me, I have found a treasure." ”
"Really?"
"Of course it's true, what are you lying to?"
Wang Huiling smiled charmingly: "Then let's go downstairs and have a meeting to arrest this project?"
"Okay, you just say, you made the decision and convinced me ......"
Wang Huiling knew that he deliberately wanted to strengthen his management authority, and she understood it.
The two quickly convened the technical backbone for a brief on-site meeting, and Wang Huiling bluntly said that a communication project team would be set up to give OICQ to the cottage, and the project name was TICQ!
In the meeting, Chang Tianhao, who was originally relatively strong in terms of creativity, basically agreed with Wang Huiling's idea for the first time today and did not give full play to it, and several technical backbones were slightly surprised: In the past, Wang Huiling did not ask too much about specific projects, but judging from today's scene, she is not ignorant of the business content! At least these three points are very correct!
The reasons that Wang Huiling just talked about that touched Chang Tianhao the most were the third point.
She made Chang Tianhao think of the risk of cooperation, although Boniema is a relatively generous boss in the Internet circle, but if he thinks of the other party as a harmless white rabbit, he will definitely be unlucky.
Capital pressure is one thing, and competitive pressure with TICQ is another.
With a two-pronged approach, I don't believe you don't comply!
Bonima didn't know that Tongtian Technology, which was far away in Shanghai and had no dealings at all, had set his eyes on him, and he was still immersed in his own planning: OICQ reserved 200 numbers, and the number was released from 10201, and the first 200 numbers were used for his own use, which he thought was enough to meet the needs of the growth of the number of staff in the next ten years and eight years, and he left 10001 for himself.
According to the plan, Tencent hopes to develop 1,000 users in the first year, 3,000~4,000 in the second year, and 10,000 in the third year, and then think about what to do next. In fact, in the first year, the development broke all expectations. At that time, the PCICQ developed by Feihua had been launched and had thousands of users in South China, and Guangzhou Telecom Information Port advertised on the homepage every day, but due to the unstable performance, the download speed was slow, and the connection was often dropped. After Tencent launched OICQ, it quickly formed a word-of-mouth effect and squeezed Feihua out of the market, and users turned to OICQ.
Wang Huiling knows that Tencent's base camp is in Shenzhen, and they have influence in South China, but Tongtian Technology has a lot of influence in Jiangsu, Zhejiang and Shanghai, and at the same time, due to a large number of Tsinghua's south, the company also has a certain reputation in Beijing and Tianjin. Therefore, she believes that TICQ can specialize in Jiangsu, Zhejiang, Shanghai and Beijing-Tianjin markets, which has been unanimously recognized by everyone. It was decided to hang TICQ after the official launch of Huizhi World in March!
After the implementation of the TICQ project, Wang Huiling was not interested in continuing to consider this issue for the time being, and her focus shifted to the futures market.
On the 11th-12th, mung beans were still falling, she added the long position to 5000, the reason why it broke through the 4500 limit, because Dalian soybeans actually rose a little, she naturally unceremoniously chased the short to 2000, according to the bean-bean hedge 3:1 requirements, mung bean position space was opened to 6000.
In her opinion, Liandou's current rise is very abnormal, and it is indeed time to fall as Chang Tianhao said.
The reason is simple: the spread between the inside and outside markets is starting to widen further.
Soybeans and mung beans are different, mung beans do not have an international plate, domestic dealers can be unscrupulous to speculate, anyway, you don't have a reference, I say how much is how much.
The CBOT soybean contract in the United States is the benchmark market for soybeans in the world, and both the trading volume and the delivery volume are greater than the sum of all other soybean futures contracts in the world, and it is a well-deserved leader in pricing power. All other soybean contracts are inevitably looking at CBOT's face.
You can go high or low, but the U.S. bean market is that rein, and you can't get too far away.
Meidou fell significantly after Christmas last year, which is Chang Tianhao's judgment of insisting on shorting Liandou.
Entering February, Meidou has had a small rebound, which is why Liandou can jump on the connotation of support, but in the final analysis, Liandou is restricted by the Meidou market and can't run too far, just like a cannonball can fly into the sky at will after launching, but in the final analysis, it is still subject to gravity
The divergence between the rise and fall of the internal and external disks, and the divergence of the price difference, can be maintained in the short term, but must not be maintained in the long term: the arbitrage disk will eat away all the profits of the bookmaker.
Of course, ordinary people can't get the foreign market and can't import and export, but it's not a piece of cake for COFCO and other companies with foreign trade rights?
The question now is to know that it is irrational, the key is when it will fall? If it does not fall for a long time or if it is delayed until the delivery month, it will not make sense.
She threw this question to Chang Tianhao.
The latter carefully studied the plate for a long time, looked at the calendar again, and said with confidence: "It's almost over, just wait for the door to close and beat the dog!"
As soon as he said this, Wang Huiling immediately understood, because she had seen the dog beating behind closed doors. In the Chinese market, there are several meanings of closing the door and beating the dog, and one layer is the original meaning - closing the door!
At that time, the legal holiday in the mainland was still the standard Spring Festival holiday of three days - from the first to the third day of the new year, Chinese New Year's Eve was a normal working day, and the trading market would be open.
There is a slight change in the calendar: February 15 is Chinese New Year's Eve and Monday, which is supposed to be the last trading day before the Spring Festival. However, the 13th and 14th are Saturdays and Sundays. The rhythm of working for two days first, then working for one day on Chinese New Year's Eve, and then three days off for the Spring Festival is rather strange, which is not conducive to the people's stable and peaceful Spring Festival. The relevant departments carried out macroeconomic control, and reversed the 13th and 15th, turning the 13th (Saturday) into a working day and a holiday on the 15th - the market is not open. As for the 13th after the switch, it will not be open because it is still a Saturday.
In the same way, the 16th-18th is the first, second and third holidays of the new year, and the 19th is Friday, and you need to go to work according to the regulations, but because the 20th-21st is a weekend, this day is also reversed, and the 19th is arranged to rest and work on the 21st. Specifically, the trading market will close on the 19th and on the 21st.
In other words, the 12th is the last trading day before the Spring Festival, and there will be no trading for the next week. This is the Spring Festival holiday that was spontaneously adjusted by the State Council in August 99 before the introduction of the regulations on the amendment to the long holiday method due to the coincidence of the date!
The internal consolidation cannot be traded for a week, while the external trading is carried out as usual, and in order to avoid risks, the exchange will increase the margin level on the last trading day. This is a routine action to prevent market volatility and customer losses caused by a large gap directly formed after the opening of the market next week.
Originally, this was a very normal action to smooth market risks, but in the eyes of those who are interested, it can become a time bomb.
Chang Tianhao said with a smile: "At the close of today, the margin of Liandou will be increased to 8%, which is more than half of the previous increase, and at the same time, the United States will take a week of trading, in case someone takes advantage of the Spring Festival raid...... Tsk, that scene!"
The so-called raid, is to use the increased margin today to build a large position, and then use the domestic suspension of 5 trading days in the outer disk to form price fluctuations, eat a huge gap difference, the first trading day after the Spring Festival margin is still 8%, if the 5 trading days of the fluctuation is huge, it is not good to come out directly is a stop - it may be a limit, it may also be a limit!
This kind of scene is very common during the Chinese New Year, and later after the National Day holiday becomes 7 days, there is also a chance to make waves. Chang Tianhao was very impressed, one year the National Day outside the huge shock, several domestic varieties after the National Day three consecutive fall limit - with the tough method of three board liquidation directly washed the opponent's plate.
The liquidation of the third board means that the price has fallen by 20%, and for the varieties with only 10% of the margin, it is absolutely necessary to wear a position!
Judging from the current scene, because the trend of Liandou and Meidou has diverged, it should not fall, if Meidou continues to fall in the next week, then Liandou will be under more pressure after the Spring Festival.
"If you are a trader, will you choose to play up or down?" Chang Tianhao pointed to the CBOT soybean K-line chart and compared the trend of Liandou, "It's thankless to play up, you can only stabilize Liandou; ”
Wang Huiling said without hesitation: "I am optimistic about the downward pressure! You said that the market situation will only go in the direction of least resistance......
"I see it that way, too, but we have to watch the movements of the main force before the close of trading today!"
Sure enough, at half past two o'clock, many retail investors began to take the initiative to reduce their positions because they wanted to maintain a high margin level, but the scene of large orders actively opening short appeared, and the price of even beans began to be unable to hold on.
"Chase the air!500 shots!"
With a wave of Chang Tianhao's hand, Wang Huiling divided into three waves and typed out 500 orders - 2,500 empty orders for even beans.
As a result, the mung bean hedging match was insufficient, so another 1,500 mung bean long orders were placed.
Now Chang Tianhao has 6,000 mung bean long orders, 2,500 even bean short orders, these two rounds of tossing can be regarded as the 6 million from Li Heng to be fully explained, and the risk of 26 million margin has increased to nearly 70% - part of the holiday factor.
"See you after the Spring Festival!" The closing bell rang, he rubbed his hands and stood up excitedly, "Whether you can stage a dog beating at the door, whether you beat the dog or be beaten, it depends on this wave, to be honest, I am looking forward to it!"
"What if it goes the other way?"
"Then cut the warehouse!" Chang Tianhao smiled and hugged her in his arms, "You have to talk about feelings to people, and don't talk about feelings about positions." The more you fall in love with the breed, the more stubborn you are, and the faster you will die in the future - my brother didn't understand this!"