245, Meta's stock price plunged (five more to ask for a monthly ticket)
In addition to the fat loss spirit and the live broadcast with the goods. Ling
As October 27 approached, Yuan Ze's mind gradually shifted to the U.S. stock market.
On the morning of October 27th, as soon as Yuan Ze came to the company, Qiao Shuang took a tablet and approached him ecstatically, and said excitedly:
"Mr. Yuan, Mr. Yuan, look, just this morning, Meta announced its financial report for the third quarter of 2022.
During the reporting period, Meta's revenue fell 4% to $27.714 billion, which was the second consecutive quarter of year-on-year revenue decline.
Meta's third-quarter net profit was $4.394 billion, down 52% year-on-year, declining for four consecutive quarters, and earnings per share were $1.64, down 49% year-on-year, below analysts' expectations of $1.98.
In nearly a decade, Meta has never seen a fourth consecutive quarter of net profit decline, and this is the first time! ”
Seeing the secretary so excited, Yuan Ze sat on the chair with his arm around her waist and let her continue. Ling
Qiao Shuang blushed and continued: "In addition to the problems of revenue and profit, Meta's specific data are also unsatisfactory.
In terms of users, Meta's daily active users were 1.98 billion, an increase of only 2.6% year-on-year, which was very weak, and the monthly active users were 2.96 billion, an increase of only 1.7% year-on-year.
The lack of user activity has directly affected Meta's advertising revenue, which is Meta's main source of revenue, accounting for more than 98% of total revenue, which has led to an 18% drop in the average price of Meta's individual ads. ”
Since Yuan Ze had previously laid out short Meta, Qiao Shuang was responsible for the operation, and the current position has already been completed.
Now seeing that Meta's data in the third quarter are declining, Qiao Shuang's heart is full of joy, and the more she talks, the more excited she becomes:
In addition, Zuckerberg's important metaverse is even more mired in losses, among which Meta's metaverse core project Reality Labs revenue in the third quarter was $285 million, down 49% year-on-year, and the market expects $400 million.
Operating loss was $3.67 billion, compared to a loss of $2.63 billion in the year-ago quarter and an expected loss of $3.09 billion. Ling
Anyway, the division has lost $9.4 billion in the first three quarters of this year, lost more than $10 billion last year, and has accumulated losses of nearly $20 billion in less than two years. ”
Qiao Shuang said: "In addition to the above, Mate's virtual social platform for consumers, Horizon Worlds, also failed to meet expectations, with less than 200,000 monthly active users, and the initial target of 500,000 has not been achieved.
Most of Horizon Worlds' content is unattended, with only 9% of the content being viewed by more than 50 people, which is a dismal statistic.
VR devices are currently the most critical devices in the metaverse, but it seems that the usage rate of VR devices is not high now. ”
In Horizon Worlds, users can interact as avatars by accessing Meta's VR headset, Quest.
However, according to the Steam survey report in September, the number of Quest users among VR hardware devices has dropped significantly.
Among them, the proportion of Quest 2 was 41.39%, down 7.89% month-on-month, and the proportion of users of the Quest generation was 2.58%, down 0.59% month-on-month. Ling
More than half of users buy a Quest device six months after they never use it again.
Qiao Shuang said: "Oh yes, in October, Meta also released a new virtual reality (VR) headset, Meta Quest Pro, priced at $1,500.
Although it is not yet known how well it will sell, there may be a big question mark over whether the thousand-dollar headset will be accepted by consumers.
Well, that's all about Meta's current data and questions. ”
Yuan Ze nodded slightly and sighed: "The metaverse thing, no accident, must be the highest point of the next generation of the Internet, or even a new form of the Internet, but it is not so easy to come up with something that can really be accepted by the market......
】
Yuan Ze does not deny the commercial status of the metaverse in the future.
But at present, it seems that Meta's transformation to the metaverse in the past two years has failed. Ling
As for whether there will be a new turning point in the future, it can only be said that it will be interesting to see.
Qiao Shuang said with a smile: "No matter what, as soon as Meta's three quarterly reports came out, it can be said that it was much lower than the market's expectations, and all the data were extremely different."
After the U.S. stock market opens tonight, you can enjoy Meta's stock price plunge!
Mr. Yuan, what will be the opening price tonight? ”
Yuan Zedao: "Less than $100." ”
Qiao Shuang blinked and said, "Do you drive directly below $100?" Yesterday's closing price of Meta was $129.8, and if it opened below $100, it would be a big dive of more than 20 centimeters. ”
"What, do you have a different opinion?" Ling
"Yes, I think the opening price should still be stable above $100, tricking a wave of people to come in and buy the bottom, and then continue to smash down to $100!"
"You're wrong, you won't."
"I think it will, otherwise Mr. Yuan, let's make a bet."
"Bet? What do you want to bet on? Yuan Ze smiled.
"Just bet I think it's going to be over $100." The corners of Qiao Shuang's mouth curled slightly, raised her eyebrows and said, "If I win, you promise me a small request, if I lose, I will take the initiative to help you find a beautiful life secretary, how about it?" ”
"You are also a vinegar bottle, and you are willing to help me recruit a life secretary, aren't you jealous?" Yuan Ze said with a smile.
Qiao Shuang's role is more like Yuan Ze's administrative assistant than life secretary. Ling
Qiao Shuang smiled and said: "Don't worry if you are jealous or not, my big boss, you just say, are you willing to make this bet with me!" ”
Yuan Ze chuckled: "Let's fight, you will lose anyway." ”
Qiao Shuang raised his head and said: "That's not necessarily, although you are a great god, but in this kind of subtle judgment, I don't believe you can be right every time!" ”
Seeing her high-spirited appearance, Yuan Ze burst into laughter.
So, at half past nine in the evening, the U.S. stock market officially opened, and when Meta's stock price opened at $97.97, Qiao Shuang drooped her pretty face and said angrily:
"What, these people are crazy, they're all smashing and running, and they just opened and ran $2.2 billion......"
"I guess it's a liquidation." Yuan Ze said with a smile. Ling
"I know......" Qiao Shuang glanced at him, her eyes flashing with a complex and adoring light: "My great god, you are right again." ”
"Hahaha, I won the bet I made during the day, right?"
"You won."
"Okay, don't forget to make good on your promise." Yuan Ze raised his eyebrows and said.
"I know, I know, isn't it just a beautiful life secretary, I will definitely find you someone with the best figure and appearance, and I won't let you down."
Qiao Shuang pursed her lips, then adjusted her mood, looked at the plate and said, "Hey, Meta's stock price has fallen by $100 now, are we going to start closing the position now?" ”
"There's no rush this week, wait for next week to give it to the range below $95." Ling
After talking about the U.S. stock market for a while, Yuan Ze turned his head and asked again: "By the way, did you open a position in the Hong Kong stock you told me a few days ago?" ”
previously said that he would take Qiao Shuang to make a fortune, but Yuan Ze did not break his promise, and the last foreign exchange market took her to earn four or five million.
This time, although she was not allowed to do U.S. stocks, it gave her a clear signal to grasp the third wave of the market of Xin Dongfang Online.
"Hong Kong stocks? Is Xin Dongfang online? Qiao Shuangmei's eyes blinked, and she said with a smile: "I have already opened a position as you said, I took a margin of 5 million, pulled four times the leverage, and entered the full position." ”
"Quadruple leverage, well, that's a position of 20 million."
"So how much do you think I'll be able to earn this time?" Qiao Shuang asked expectantly.
"How much does it cost you?" Ling
"The cost price is about 25 yuan."
"Then you can send it this time." Yuan Ze's heart moved, clicked on the trend chart of Xin Dongfang Online, and said with a smile: "If nothing else, by the end of the year, this position will bring you at least 20 million net income." ”
"Net income! 20 million! Or at least, really? ”
"Of course, it's possible to get lucky to 25 million or even 30 million." Yuan Ze said: "However, your investment, put it aside for now, and when you can sell it later, I will inform you in advance." ”
"Uh-huh, I know!" Qiao Shuang was overjoyed, with a smile on her face.
Although compared with Yuan Ze's income of hundreds of millions of dollars, her income is not worth mentioning.
But what class is it in and how much of the cake to take. Ling
Being able to know from Yuan Ze that by the end of the year, at least tens of millions of net income can be obtained, which is already quite satisfying for Qiao Shuang.
Moreover, she has been following Yuan Ze for a while, and she has probably figured out his path, and she understands in her heart that he is a person who remembers feelings.
Therefore, in her opinion, as long as she firmly hugs Yuan Ze's thigh and does her job well, there will be absolutely no shortage of opportunities to make a fortune with him in the future.
As a result, while laughing and talking with Yuan Ze, she also made up her mind that she must do the recruitment of life secretaries beautifully in the future, so that this guy is satisfied.
In the evening, return to Greenland Huafu Building 3.
After Yuan Ze had eaten dinner, he hugged Ou Lin with his left hand, Tang Guo with his right hand, and ate the bright red grapes handed by Su Yinuo in his mouth, enjoying the corrupt life that belonged to the opener.
When they first got together, Tang Guo was still very shy and couldn't accept Yuan Ze's hugs on the spot. Ling
But after a long time, she could only stare at him helplessly, and she didn't even bother to say anything to complain.
The point is that when Yuan Ze told the three of them that there was an opportunity to make a fortune by speculating in stocks, and asked them if they were interested, Tang Guo was the most excited, holding his arm and shaking constantly, and urging coquettishly in his mouth:
"Please, say it, baby, husband, daddy......"
Yuan Ze teased her for a while, and then he didn't continue to hang his appetite, and briefly told the three of them about the third wave of Xin Dongfang Online's position building market.
Because the volume of the third wave of the market of Xin Dongfang Online is weaker than the previous two times, there is no liquidity to eat big meat, and the current big funds are on the side of the US stocks.
Therefore, Yuan Ze does not plan to participate in the market of Xin Dongfang Online this time.
This little bit of meat is left to the canaries to share. Ling
His current focus is mainly on Meta's short and long positions.
The two-stage operation, once done well, will be able to bring him tens of billions of RMB in returns.
In comparison, the market of Hong Kong stocks can only be regarded as a small fight, and he has not paid attention to it.
……
The next day at noon.
Yuan Ze, who had just left the company, suddenly received a call from Kang Lei.
Since the end of the last short GBP/USD cooperation, Kang Lei and Hu Xu have been looking for an opportunity to invite Yuan Ze out for dinner, and plan to give him some gifts to show their gratitude. Ling
Yuan Ze had already told them that there was no need for this, but they were obsessed with this and turned a deaf ear to his words.
Helplessly, in view of their sincerity, Yuan Ze did not refuse this kindness, so he went to the Royal Hotel in the evening to have a meal and accepted the gifts from them.
Almost the same as before, the gift given by Kang Lei and Hu Xu this time.
In addition to the beautiful and obedient divorced and less paid, in-service teachers, company white-collar workers, school flowers and debtors who are seven and other sister papers, there are also a number of luxury cars.
Not long ago, because of the task of collecting luxury cars, Yuan Ze asked Fang Yuebin to acquire a batch of luxury cars, which was known to Hu Xu and Kang Lei.
And the two of them had given Yuan Ze a few luxury cars and a garage before, and they were gladly accepted by Yuan Ze at that time.
So, they naturally thought that Yuan Ze had a hobby of collecting luxury cars, so this time they did what they liked and got a full 35 luxury cars back to send him. Ling
Among them, there are 6 luxury cars of tens of millions, one Ferrari Rafa, one Hongqi S9, one Bugatti, one Koenigsegg Jesko, one Aston Martin Valhalla, and one Leslaith Phantom.
The remaining 29 luxury cars are all mainstream supercars such as Ferrari, Lamborghini, McLaren and Aston Martin.
Among them, there are four models: Ferrari F8, Ferrari 488, Ferrari 812 and Ferrari SF90, adding up to 12 vehicles.
Lamborghini is dominated by Lamborghini's contemporary Maverick Hura and Lamborghini Urus, with a total of 8 SUVs.
In the case of McLaren, there are only five models such as the McLaren 650S.
The Aston Martin, like McLaren, has only one Aston Martin DBS, with a total of four vehicles.
If it was placed a few years ago, when the economy was just right and global cooperation was in the hot stage, the landing price of these 35 cars was worth at least 300 million. Ling
Of course, most of these cars are imported, and the cost of various taxes accounts for more than half.
But now, with the economy declining and consumption sluggish, many people feel that buying a luxury car is not a good investment, and their interest in luxury cars has dropped significantly.
In addition, new energy vehicles are rising rapidly, and the supercars of fuel vehicles are directly beaten by trams in terms of cost performance, in addition to the brand effect and mileage, other technologies are completely backward, so these luxury cars should be depreciated a lot at present.
However, it is good that the plug-in luxury car collection task is aimed at the landing price of the luxury car when it leaves the factory, not the current value.
Therefore, no matter how much these luxury cars are worth now, these 35 luxury cars are all useful to Yuan Ze.
Coupled with the original batch of cars in the garage across Phoenix Road, the number of luxury cars in Yuan Ze's hands has reached 72, and it is only less than 50 cars away from filling the garage.
Compared with those luxury cars, Yuan Ze felt that on the paper of the 5 obedient beautiful girls, Kang Lei and Hu Xu were more attentive. Ling
Of the 5 beautiful girls, two of them have reached the rare level, one is named Cai Man, and the other is named Mu Shulian, and they are not natives of Jiangcheng, they were brought by Kang Lei and Hu Xu from other places.
Therefore, in addition to having fun with the five of them, Yuan Ze also obtained a consumer card worth 50 million yuan, 12 confidentiality agreements and 10 patent application green cards.
……