Rebirth 76: Industrial Internet Empire

Jonathan was refreshed, stood up quickly, and walked quickly to the VIP room.

"Mr. Li, long time no see!" Jonathan said with a smile as he opened the door of the VIP room.

Just as he finished speaking, Jonathan caught a glimpse of the young man who came with Li Heping, and was suddenly startled. He seemed to have seen this smiling young man somewhere, but he couldn't remember it for a while...

Yang Mo also stood up, stretched out his hand and said with a smile: "Hello! Mr. Jonathan, I am Yang Mo of Zhiyuan Group!"

Only then did Jonathan remember that he saw this young man in the photo of Prince Sheikh and Yang Mo in front of the Saab sports car taken by reporters not long ago...

Jonathan quickly stepped forward, stretched out his hand and said enthusiastically: "Mr. Yang Mo, I have long admired you! Welcome to HSBC. Is there anything I can do for you?"

Yang Mo waved his hand and said with a gentle smile: "Mr. Jonathan, you are too polite. I also heard that Mr. Li from Qianhai Asset Management often mentioned you and said that you are a financial wizard, so I took the liberty to visit you!"

"By the way, Mr. Jonathan, as a partner, I am here to inform you that the real estate stocks held by Qianhai Asset Management have begun to gradually and orderly withdraw..." After some compliments, Li Heping suddenly said .

With the soaring turnover rate in the real estate sector some time ago, Jonathan could probably guess that Qianhai Asset Management was shipping goods. After Li Heping personally confirmed it, he still felt a little bit in his heart. Qianhai Asset Management seemed to be able to stay ahead of the market every step of the way. Ahead of the trend!

Although Jonathan had considered quitting when the situation was good and withdrawing from real estate stocks, he could not suppress the greed in his heart. Looking at the still hot real estate market, he was reluctant to take profits.

"Is Qianhai Asset Management preparing to temporarily clear its positions and leave the market?" Jonathan thought for a while and asked thoughtfully.

"Yes, the current situation is not clear, and the long and short forces are complicated. It is safer to hold the currency and wait and see!" Li Heping laughed.

"A busy man like Mr. Yang would come to Tokyo just to hold coins and watch, right?" Jonathan joked.

Yang Mo smiled and said: "Mr. Jonathan has good eyesight, but Zhiyuan Group has rarely been involved in the financial market. Our investment focus is still on equity investment. If HSBC has any pledged equity and needs to liquidate it, you can contact us at Zhiyuan... …”

How could Jonathan, who has been working hard in the capital market for so many years, fail to hear the hidden meaning of Li Heping and Yang Mo?This is tantamount to telling myself tactfully that Qianhai Asset Management and Qianhai are planning to join forces to short the Japanese stock market. Is HSBC an enemy or a friend?It's all in his mind!

"Mr. Yang, when the New York stock market crashed two years ago, the mysterious "Oriental Consortium" that killed both long and short sides was the first time Zhiyuan and Qianhai Asset Management joined forces, right? Melo Capital suffered heavy losses in a good situation, and its subsidiary Melo Bank Caught in bankruptcy rumors, encountered a bank run crisis, and had no choice but to sell the entire company to Zhiyuan Group..." Jonathan suddenly asked after thinking for a while.

"Mr. Jonathan, what do you want to express?" Yang Mo neither admitted nor denied, just looked at Jonathan with interest and asked.

"This is the most perfect plan I have seen in the capital market so far. It is every detail and fatal blow. Every step hits the opponent's vital point. But what puzzles me is how did you predict the Wall Street stock market crash? And how to judge that the Fed will definitely rescue the market?" Jonathan continued to ask.

"Two years ago, the exchange rate of the U.S. dollar against the currencies of major developed countries plummeted. The U.S. trade deficit reached a record high of 1560 billion U.S. dollars, and the fiscal deficit was also as high as 2200 billion U.S. dollars. To fill these holes, interest rates need to be significantly raised to attract international hot capital. These This is the logic behind Wall Street hedge funds and Mello Capital shorting U.S. stocks, but our investment logic is simpler..." Yang Moyun said calmly.

"Your investment logic is simpler?" Jonathan asked puzzledly.

Yang Mo nodded and said: "Yes, we found that the New York Stock Exchange's microcomputer processing system has a small flaw. If the trading volume suddenly increases by more than ten times or even dozens of times, these microcomputer processing systems will not be able to process the transaction information in time. …”

"The stock price fell sharply after the short side smashed the market, which would cause investors to flee in panic. Then many parties entered the market to protect the market, causing the trading volume to skyrocket. The computer processing system had no time to process so much transaction information. Many people found that they had already sold stocks. , but there is no deal, it will trigger panic in a larger area, and they will trample each other and run away..." Yang Mo continued to explain before Jonathan could ask questions.

After Yang Mo mentioned the minor flaws of the microcomputer processing system, Jonathan already understood the logic of Yang Mo's short selling. Not only did his expression unknowingly gain a hint of awe, but he also suddenly felt a chill on his back.

Such seemingly simple logic, but no one other than Yang Mo could discover it...

"Actually, it's just good luck. I originally wanted to follow the trend and make quick money, but I didn't expect that the power of the long and short forces was too disparate, which led to the stock market crash. But we know that this is not a normal downward adjustment. The fundamentals of the U.S. stock market are generally good, and there is no such a big drop. If the space continues to fall like this, international hot money will not come in to dig for gold, and the Federal Reserve will definitely not stand idly by, so it will backhand and go long..." Yang Moyun said calmly.

When Jonathan heard Yang Mo's understatement, it was a completely different scene, and the awe in his heart was even greater!

"Then the run crisis on Merlo Bank has nothing to do with you, right?" Jonathan asked curiously.

Yang Mo nodded and smiled bitterly: "Of course, Zhiyuan's philosophy is win-win cooperation, so how could it deliberately create a crisis? Not only Merlo Bank, but nearly half of the commercial banks in Texas have suffered due to low oil prices and the downturn in the real estate market. Zhiyuan was caught in a business crisis due to a double blow, and Zhiyuan’s acquisition of Melo Bank was just a matter of taking advantage of the trend and saving a bank that was about to go bankrupt!”

Jonathan was lost in thought, and after a while he continued to ask: "Mr. Yang, when you come to Tokyo in person this time, do you feel that the bubble in the Japanese stock market has reached the time of bursting?"

Yang Mo smiled and asked: "Does Mr. Jonathan think Japan's stock price is reasonable? The market value of Japan Telephone Company alone has reached 3500 billion US dollars, exceeding the sum of all listed companies in Frankfurt? It is equivalent to dozens of American Telecoms?"

"In recent months, the mysterious account that has been frantically shorting Japan Telephone Company's stocks doesn't belong to you, right?" Jonathan asked in surprise.

"Is there anything else? This mysterious account is ahead of us. I wonder if Mr. Jonathan knows whether the main controller of Nippon Telephone Company has left?" Yang Mo denied it without changing his expression.