Rebirth 76: Industrial Internet Empire

George Summer smiled bitterly and said: "It may be more than 10 billion US dollars. A few days ago, there was a new inflow of funds into their account. Who is this Qianhai Asset Management Company?"

Jonathan said: "Qianhai Asset Management Company single-handedly launched and led two large-scale sector linkage movements on the Tokyo Stock Exchange. Their operating methods may seem chaotic, but there is a deep-seated logic behind them. Mr. George, I can tell you responsibly that there must be experts in their investment team!"

George Summer thought for a while and asked: "Mr. Jonathan, what do you think we should do now?"

Jonathan said without hesitation: "Choose the same direction or sit on the sidelines, don't become their opponent! According to my observations over the years, Qianhai Asset Management's investment behavior in the securities market is not a simple speculation, but a reflection of the macro economy." After precise control, follow the trend!”

George Summer put down the phone and shook his head with a wry smile. This Jonathan has always thought highly of himself. When did he learn to praise others like this?

Yang Mo still trades slowly, and will only buy when the U.S. dollar against the yen breaks through the 1:250 mark.

After buying, close immediately when the gains are good, neither supporting the bottom nor pulling up, just like ordinary retail investors, buying at low prices, and controlling the position tightly.

On September 9, Zhiyuan's account was uncharacteristically different from the norm. Instead of evading bargain hunting, it began to short-sell U.S. dollars and buy Japanese yen in large quantities.

Hundreds of millions of dollars have been invested in the foreign exchange market, which has a daily transaction volume of tens of billions of dollars. It is like a muddy cow entering the sea without causing any waves.

After receiving the news, George Summer hesitated for a moment, but still did not follow up.

On September 9, an explosive news detonated the London currency market.

London TV station broadcast a news report: "On September 9, Eastern Time, the finance ministers and central bank governors of the United States, Japan, the Federal Republic of Germany, France, and the United Kingdom held a meeting at the Plaza Hotel in New York."

“An agreement was reached at the meeting: the five governments will jointly intervene in the foreign exchange market to guide the orderly depreciation of the exchange rate of the US dollar against major currencies such as the yen, mark, pound, franc, lira, etc., in order to solve the problem of the United States, several major industrial countries, especially It’s the problem of the huge trade deficit between Japan and the Federal Republic of Germany!”

George Summer woke up from a dream and loudly ordered his staff: "Quick, sell the yen short, buy yen, marks and pounds..."

But it was too late. The exchange rate of the Japanese yen against the U.S. dollar soared from 250, 249, and 248 to 242 at a speed visible to the naked eye. A large number of Japanese yen short orders were liquidated.

Mark's short position didn't fare much better either, soaring from 3.61:1 to 3.49:1...

How could Yang Mo miss this opportunity to beat the loser? He took advantage of the situation and opened a large long Japanese yen order, covering up all the way and not giving the short Japanese yen order a chance to close his position and escape.

The foreign exchange market has always been like this. Every copper you earn is someone else's hard-earned money. Under 100-200 times financial leverage, no one can escape during an avalanche. Who wants to buck the trend at this time? In order to turn things around, you can only become a stepping stone for others to escape!

Only then did Yang Mo let out a sigh of relief. The trading rules of the foreign exchange market determined that you could win without betting in the right direction. No one knew who would win until the final settlement day.

Of course, when encountering a black swan event like the Plaza Accord, it is fate. The five largest economies announced that they would join forces to manipulate the exchange rate. Who would dare to change their fate?

............................................................

Seeing that the overall situation of the London currency market was decided, Yang Mo flew to Tokyo before waiting for the settlement day.

Chiyoda-ku, Tokyo, Zongheng Investment Company.

Guo Kexin said with a happy face: "Fortunately, we absorbed enough chips before the market started. Investors in the entire real estate sector were seriously reluctant to sell. As agreed, we did not buy a single real estate stock in two months, but HSBC still Not being able to get enough chips, Jonathan is probably very angry..."

"HSBC's current average holding cost is 40% higher than ours. Without getting the bargaining chip, HSBC feels like it's not doing its best to raise the stock price, haha..." Li Heping said with a smile.

"Real estate stocks are no longer needed for the time being. Let HSBC take the lead. If Jonathan has any ideas, we will cooperate with him to implement them. Next, the focus will shift to the financial sector. Kexin, what is the current position of bank stocks?" Yang Mo said after pondering for a moment. .

Guo Kexin smiled bitterly and said: "How can we still have money? The land in the hands of the real estate company has basically started construction one after another. The funds required every day are an astronomical figure. It all depends on the cash flow of Kishida Game Company to barely survive. If you don't come back, We are all preparing to sell some of our stocks in case of emergency!”

Yang Mo nodded: "I know that your capital chain is tight. Our stall is too big. Some of the funds will arrive tomorrow. After getting the money, we will build a position in the financial sector as originally planned, but this time the position will be opened at a faster pace. We need to speed up, we don’t have much time left..."

"We're running out of time? What do you mean?" Guo Kexin asked in confusion.

“After the Plaza Accord, the yen and the mark entered an appreciation channel, and the U.S. dollar continued to depreciate against the currencies of major industrial countries. There is a high probability that global safe-haven funds will flow to Japan and the Federal Republic of Germany. The Japanese stock market has been in a bullish period in recent years and is undoubtedly a safe haven. The best place for insurance funds..." Yang Mo explained patiently.

"But now the Tokyo stock market seems to have completely opened its seal. No matter which sector, if there is a slight movement, investors will grab the chips in their hands and refuse to let go. It is difficult for us to build positions as calmly as before!" Guo Kexin said in a dilemma. said.

As soon as the market opened the next morning, Yang Mo issued an order to boost real estate stocks across the board. The difference this time was that there was no longer any leading stock, but the entire real estate sector was boosted regardless of capital costs. Zi swallowed up all the sales orders in the real estate sector!

Yang Mo caught Jonathan off guard and roared angrily at Li Heping on the phone: "Mr. Li, I need you to give me an explanation. Why did you take the initiative to increase the stock price without informing us?"

Li Heping pretended to be innocent and said: "I thought it was your HSBC Bank that did it! I really don't know about this. Could it be that other large funds came in?"

Jonathan was still furious: "Mr. Li, stop acting with me. Your Qianhai Asset Management just received funds today, and the entire real estate sector was violently pushed up. If big funds are to come in, it will be your Qianhai Asset Management." of!"

Li Heping explained patiently: "Mr. Jonathan, Qianhai Asset Management and HSBC are strategic partners. I will definitely give you an explanation. If it is indeed our Qianhai Asset Management's responsibility, I will also give you a satisfactory answer." …”