Future chat group

Now that domestic stock index futures have been lifted from restrictions, there is no rush to say that they are hot. However, the trading volume is still 200,000 to 300,000 lots per day, which is quite a sign that the dragon is raising its head. The open interest has been increasing, and it closed at close to 9 this afternoon. Thousands of hands.

After a few days, Lei Lei's fund-raising speed was so steady that it could not be moved by a thousand grenades every day. According to the rules of two-way measurement, the company participated in about 1% of the market's transactions, and the Nikkei 225 was even less.

The data of 5,000 lots is neither too much nor too little. The CSI 300 hovered from around 4300 to 4347, which actually lowered the company's cost of opening a position.

But this is something abnormal. We are as stable as a mountain and our opponents are not slow. Qingyu and Hanlong follow with less funds, but they are still OK. If guys like Keda and HSBC also follow, the market will definitely lose. Not so.

Bilaterally measured, Thunder's 5,000 lots represents a position of 10,000. Counting Qingyu and Hanlong, if HSBC and Keda also enter the market, the figure will be at least close to 30,000 lots, which already accounts for three thirds of the total positions. one part.

But no, the market is frighteningly stable and there are surprisingly few following funds.

That's the problem.

If the opponent is stable and the teammate is timid, everyone in the Thunder will confidently crush them. When the two things happen at the same time, even a fool can feel that something is wrong.

"Lei, the calmer it is before the storm, the stronger the storm will be. To explain in Chinese," Leo immediately continued to remind after sitting down: "The longer it takes to deploy troops and generals, the greater the battle level will be."

"It's hard to say on the Nikkei 225, but we are definitely the only one building positions on the CSI 300," Xiang Yongze said with a solemn expression: "Qingyu and Hanlong are fine, but starting from the past two days, they have also reduced their following. The intensity, as for the others... didn't even show their shadows."

"Stock index futures have diverted market funds, and the two cities have changed from a good situation to a relatively high valuation. Logically speaking, it should have room to fall." Yu Rong said: "Of course, taking into account the profit-seeking demand on the capital side, the fact is 4300-4400 for Shanghai and Shenzhen 300 is within the reasonable range."

"Actually, we have all forgotten one thing," Zhao Lichen said his analysis in a timid tone like a primary school student: "Our position is not heavy."

With a bang, Zhao Lichen's words dispersed part of the tense atmosphere in the conference room.

Yes, with a position of just a few thousand lots, it is really not a heavy position for Thunder.

One point is 300 yuan, five thousand lots is one point 1.5 million, and a drop of 100 points is only 150 million. Even if you drop 1,000 points, Lei Lei said that it is a drizzle of 1.5 billion yuan, and you can make it back in a short time.

"I'm just afraid of letting my opponent catch his breath." Yu Rong said leisurely.

"And..." Xiang Yongze and Xia Yibei exchanged glances, and the former said, "We found some bad signs."

In addition to the abnormalities on the market, Lei Hao should also have found abnormalities in the flow of funds in the market. Lei Hao took over the documents submitted to Yongze and felt relieved.

Whether the company can find out the abnormal funds will not harm Lei Hao's plan. The problem is that he has spent so much money. If he raises a bunch of losers, it will be a slap in the face.

There is no doubt that Thunder is expanding too fast, and its organizational structure is not as good as that of established financial institutions. But you should at least find out what others knew a few days ago.

Xiang Yongze gave Lei Hao the answer sheet he needed.

Financial practitioners at the bottom actually make money by following the trend. If you follow the right boss, you will win. This is what Lei Hao did at the beginning, ultra-short-term operations, fast in and fast out, and he can get the most when he gets stuck at the most appropriate point. income.

When the funds reach a certain level, it is completely different. Just like this time, a position of several thousand lots is not a big deal to Thunder, but the ship is in trouble and some collisions are destined to unfold.

"In other words, following the funds didn't matter at first, but now its importance has increased?" Lei Hao looked at Xiang Yongze.

"It's possible, it's also possible that we can win unilaterally." Xiang Yongze replied.

Lei Hao turned to look at Yu Rong, who immediately and consciously analyzed: "There is room for decline, but there is also room for upside. Let's go 50-50. The regulators are maintaining stability in the short term. As long as the situation does not deteriorate, they will not take action." .”

"Departments and companies such as Huijin and the State-owned Assets Supervision and Administration Commission do not have much tendency to pursue profits. They should conduct technical operations, not follow any party, and mainly hold bonds." Xia Yibei added.

The simple truth is that China is still the largest public sector, and the country wants to market its finances. So the national team holds bonds to ensure its leadership position, and also holds the power of life and death. Under this premise, there are big funds jumping around in the market, and they don’t care. of.

As long as you don't smash the securities market, the country will win no matter what. After all... handling fees, stamp duty, business tax, value-added tax, and various taxes.

For the Thunder, after the new analytical conclusion emerges, the first decision they have to make is whether to retreat.

"Continue to build a position. If necessary, I will try to let them join in at the appropriate time. If not, then..." Lei Hao said briefly: "We will go it alone!"

In the conference room, everyone's breathing suddenly became thicker, and their eyes slowly became firm again.

No matter how much pressure there is, as long as Lei Hao says yes, Lei Lei will not hesitate. So what if he faces it alone? We can do it!

Once again, everyone silently encouraged themselves, and left other matters to Lei Hao.

After the meeting, another weekend began, and people at the top could start socializing. Lei Hao was sitting in the office, thinking about the development of things, but he felt a little inexplicable.

As the saying goes, a friend in need is a friend indeed, and fire makes gold. Next, Lei Hao can see how much everyone has invested in his feelings.

At night, Yangcheng, airport.

Song Dongyuan was accompanied by his assistant. He didn't know what he was thinking in his heart, and his expression was also changing. When he saw Xie Qingyan who came to pick him up, he smiled.

Coincidentally, the plane from Shanghai to Feiyang City also arrived shortly after. Qin Yu walked out with a few staff members with a calm face, and the teams on both sides happened to meet each other.

Lei Hao issued an invitation, and whether to be present became the first step in the negotiation. Qingyu and Hanlon came, but the four foreigners, HSBC, Keda, Standard Chartered, and Prudential, pushed back, and some things were divided.

The motorcade drove slowly towards Lei Hao's villa in Yangshan District, but Song Dongyuan and Qin Yu were full of tangles in their hearts.

This is a time to take sides. As long as Lei Hao is willing to give up something, the Thunder will have a great chance of winning, and everyone will still have great confidence.

It's just...that's Lei Hao, will he bow his head?