After the Divorce, I Could Hear the Voice of the Future -
Chapter 588 - 581: Man’s Plans are Inferior to Heaven’s
Chapter 588: Chapter 581: Man’s Plans are Inferior to Heaven’s
"How’s the sentiment in pre-market trading?"
At eight in the evening,
Lu Liang arrived on the seventeenth floor of the New International Building.
While he was in Su City, he contacted Sun Yutao to keep an eye on today’s Tesla pre-market trading.
Unlike A shares, U.S. stocks’ pre-market trading holds significant meaning, primarily reflecting market expectations and sentiment.
At that time, Lu Liang was hosting the new car launch event and couldn’t spare the time, so he had to rely on Sun Yutao to keep watch, to see if their event would impact Tesla.
He had been preparing to short since last month and had contacted the necessary short selling institutions in advance, but shorting requires a reason and must capitalize on market sentiment.
Just like you can’t step on your own foot and fly, shorting and going long are the same; without cause, you will face a backlash.
"Mr. Lu, pre-market trading started from four in the afternoon, and at ten past four, there was a significant drop."
Sun Yutao pulled out a notebook, recording the times of Tesla’s stock price fluctuations, alongside key moments of the new car launch.
At ten past four, this moment was when Lu Liang announced the Tian Shu pricing, 298,900 Yuan for Tian Shu versus 284,900 Yuan for Mao Dou 3, appearing as competitors.
The significant drop in stock price at that time indicated that market investors believed the appearance of Tianxing Tian Shu would affect Mao Dou 3’s sales.
Tesla has two best-selling cars, Model Y and Model 3, with Y being an SUV and 3 being a sedan.
Both models have impressive sales, especially starting this year, with monthly sales breaking through ten thousand each month.
Although there are still X and S models, their monthly sales of a few hundred hardly contribute to the company’s revenue.
It’s fair to say that Model Y and Model 3 are each half of Tesla’s revenue stream.
This point was just validated.
Tianxing Automobile released a video, where Lu Liang mentioned their order lock volume reaching over thirty-seven thousand units.
Though there might have been malicious orders placed, apart from Lu Liang and a few others, no one knows how many were malicious.
The financial market is always quick to react.
They don’t care whether the orders are malicious; they only hear that nearly forty thousand orders were locked for Tian Shu in just one hour.
They only wonder, how many of these were planning to buy Mao Dou 3 but switched their preferences due to Tian Shu’s appearance?
Was it one-tenth, one-fifth, one-third, or even more?
If Tesla’s revenue stream took a hit, and sales shrank by one-tenth, one-fifth, or one-third.
Then, is it still worth a market value of 210 billion US Dollars?
All the negative sentiment was revealed during the five and a half hours of pre-market trading.
If Tesla doesn’t step out to respond or take countermeasures in time, it will at least open four points lower later.
Four points is already a very large drop, especially for a company that’s been listed for many years and is on an upward trajectory.
U.S. stocks, unlike A shares, require strong reasoning for a decline; the day Jobs passed away, Apple fell for three consecutive days and only dropped 4.92%.
For Tesla, with a market value of 210 billion US Dollars, a four-point drop means an evaporation of 8.4 billion US Dollars.
"Still not enough."
Lu Liang frowned and looked at the time: "Keep waiting until ten o’clock."
He resisted the urge to immediately ask Hu Weiwei and instructed her to call at nine fifty.
Shorting Tesla, profit is only incidental, secondary; his aim is to shatter the halo.
Tonight’s drop needs to be at least 6% or more.
It’s best if the market realizes it’s the pressure from Tian Shu that’s weighing on Tesla.
Lu Liang looked at Sun Yutao: "Go get ready, tonight we need to at least dump 500,000 shares."
They still hold 6.2 million shares, accounting for 3.51% of the floating shares, worth 7.371 billion US Dollars.
It seems a lot, but this is a protracted battle, and they can’t rely solely on the institutions for short selling.
Their holdings should not drop below 5 million shares, to ensure long-term pressure on the stock price.
Lu Liang wants Tesla, which is on an upward trajectory, to experience the treatment of A-share retail investors—continuous declines.
Tonight is just the beginning.
Sun Yutao nodded, moved aside to contact institutions for applying large-scale short selling channels.
They hold 6.2 million shares, so short selling doesn’t need to worry about causing a rebound when it’s time to cover.
They can wait until three or four in the morning, close to market close, when trading volume dwindles.
Sell with the left hand, buy with the right, while suppressing Tesla’s stock price, maximizing profits.
Time ticked away, second by second,
At nine-thirty, U.S. stocks opened, with twenty-two consecutive gains.
Thanks to Old Te, the modern seclusion policy, U.S. stocks fully entered a bullish market.
The Dow Jones Index has been rising steadily, up more than 3,000 points since January of this year.
Continuously breaking historical highs, once upon a time, Big A stock traders jested that US stocks would start a twenty thousand point defense battle.
In the end, the joke was on me—the Dow Jones Index’s twenty thousand point defense battle only lasted half a year.
The sideways correction of US stocks is what you call a sideways correction, while Big A’s sideways correction is just perpetual decline.
"Twenty-six thousand end of year, twenty-nine thousand next year, thirty-one thousand the year after."
Lu Liang sighed, glanced at the Shanghai Stock Exchange Index; he knew the future of Dow Jones, but he didn’t know the future of Big A.
Perhaps Big A has no future; three to five years later, still struggling at three thousand points, so he couldn’t hear any sound.
Lu Liang reined in his thoughts and refocused his attention on Tesla. The market opened with a decline of -3.25%, stock price at US Dollar 1125, market value soon to fall below 200 billion.
Sun Yutao looked at Lu Liang, wanting to know how many orders were locked now, and when to announce them.
The congratulatory message sent by Tianxing Automobile’s official account was their signal for short selling Tesla.
"Let’s wait another 20 minutes."
Lu Liang smiled, fiddling with the lighter, a "thud" sound resonating.
Suddenly he noticed two more names on the lighter, and couldn’t help but smile knowingly.
Su Wanyu knew he didn’t smoke now but retained the habit of playing with lighters, especially when pondering.
So, she quietly stole his lighter while he was asleep recently, embossed her and the little one’s names onto it.
She also instructed him, next time if the laser printing disc wears off, let her know and she’d reprint it.
Lu Liang flipped the lighter over, ’eternal love’ was also reprinted.
At nine fifty, Hu Weiwei called, voice unable to hide excitement: "Mr. Lu, locked orders reached thirty thousand."
"Why did it suddenly increase so much?" Lu Liang furrowed his brow.
"Just now..."
China never lacks wealthy folks, Tian Shu being the brightest new star in the automotive world; the wealthy folks also want to get their hands on one at first sight.
But in Tianxing Automobile’s production queue, unless Lu Liang speaks directly, even if the wealthy’s parent steps in, they must wait obediently.
So, some went online to openly offer higher prices to buy orders for the first batch of vehicles delivered on May 5th.
Initially, just a three to five thousand premium, but couldn’t surpass an increasing number of wealthy participants. After all, only fifty cars would be delivered that day—many wolves and little meat, pricing kept climbing.
According to Hu Weiwei, one Promax version delivered on the first day was sold at a high price of five hundred thousand.
Even the Pro version could fetch a 20% premium, turning around selling it could buy a top-tier version; who could resist?
Because of the wealthy folks’ speculation, Tian Shu, already blazing hot, became even hotter, hence orders poured in like snowflakes.
Three hours of calm period, although reduced orders by twenty-five thousand units, but later they were replenished.
As of this second, the backend shows order locks at 30,521 units, believing tonight it might surpass forty thousand units.
Because at ten, they will announce the good news externally, surely attracting more consumers to lock orders.
After all, buy early, enjoy early,
buy late, who knows where you end up in the queue.
Lu Liang was silent for a long time, couldn’t help but scratch his head: "Have you considered the production capacity issue?"
Currently, their monthly production capacity is just over five thousand units. To reach the peak capacity of twelve thousand, it would take at least three months.
Although there are three spare production lines, retuning them until they’re capable of production would take at least two months.
In other words, in the next two months, the maximum number they could deliver is no more than fifteen thousand units.
Hu Weiwei also fell silent; she had thought about this issue, but what could be done? Could they turn them away?
"Let’s announce the good news first, I’ll think of a solution when I come over the day after tomorrow," Lu Liang sighed, with a wistful expression: "A happy dilemma indeed."
He admitted his ideas were bold; starting monthly sales set just over five thousand, similar to Weima, but prices were more than double Weima’s.
Also planned to break ten thousand monthly sales after three months, breaking production capacity as well, so that monthly sales resemble a bull market K-line chart, rising steadily, each wave higher than the last, creating a perfect main ascending wave trend.
As a result, he still underestimated the market’s enthusiasm.
At four thirty in the afternoon, as the press conference concluded, it also launched the online reservation channel.
Five and a half hours passed, experiencing twenty-five thousand units of order cancellations, now still just over thirty thousand locked orders.
If no refusal for cancellations, then the count would be fifty-five thousand; tonight it could likely reach sixty thousand.
If Tesla’s stock price isn’t dropped below a thousand by him tonight, Lu Liang would take Musk’s surname.
Timing, fate, and luck, no matter how careful a man’s calculations, they’re not more accurate than the heavens.
"By the way, Mr. Hu, announce the twenty-five thousand order cancellations too."
Lu Liang smiled, eyes squinted, said boldly: "Not for anything else; just to tell them the deposit will be returned in seven working days."
Such an honest person as him, how could he pretend, how could he show off? He genuinely doesn’t want to; just kindly informing when exactly the deposit will be returned.
Because of insufficient production capacity, unable to deliver timely, might get criticized in the future, but that’s a future matter.
Now he wants to enjoy this moment while also stoking the fire to see if it could ’burn down’ Tesla.
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