How to turn the 87 billion market value stock back into a real 41 billion principal + net profit, and how much depreciation can be turned back, this is the number one thing Gu Kun should care about at the moment.

Fortunately, he is not confused and impulsive in the general direction, and knows that "the more you have to run, the more you can't act in a hurry, and professional things must be left to professional people to do, try to be steady." ”

Throughout early and mid-July, Gu Kun personally sat in Xiangjiang, did not go anywhere, did not listen to what was going on outside the window, and fully trusted the professional operation team of Blackstone Fund represented by Liang Jinsong in details.

The Hang Seng Index has not declined, and even when others want to run on a small scale, as long as they don't spend much money, Liang Jinsong will take it upon himself to stick a little bit into it to stabilize the index, and at the same time carry out structural optimization of the sectors he holds.

There will never be a shortage of whites in this world who chase up and down.

Therefore, many people who have listened to the rumors of Soros and other bears that "Gu Kun and other bulls will definitely flee after July 1 and soar to 16,005 to ensure that the bears are closed".

A handful of them had kept their money in their hands for less than two weeks before they felt that they had missed the opportunity to make a fortune again, and couldn't help but re-enter the market.

Moreover, the bookmaker will always have one of the biggest advantages, that is, the bookmaker can look at the big picture, look at the blue chips, and look at the whole market.

And Xiaosan often just looks at individual stocks.

This gives the dealer the smoke bomb to re-hook the small scatter into the field.

Many leeks have thrown away the plates that they have always studied and feel that they have been overvalued, but they can't help the loneliness of not being able to make money, and invest in other unfamiliar plates that they are not familiar with and have been deceived by gossip to be not inflated.

This kind of thing is constantly happening in any life course of any stock market in the world.

If you want to blame, you can only blame Xiangjiang, the financial atmosphere of the city is too strong. The more than 20 billion US dollars of small scattered funds that ran away before July 1 are equivalent to an extra 20,000 Hong Kong dollars in cash for every resident, including the elderly and children.

If the elderly, children and housewives are removed, it is equivalent to 50,000 Hong Kong dollars in the pocket of everyone who has a job in the city.

These people can't hold back.

In late July, Liang Jinsong gave Gu Kun a preliminary satisfactory answer:

"Gu Sheng, in the three trading weeks after the end of the war with the bears, we completely stabilized the Hang Seng Index, and successively sold more than $7 billion worth of chips, only paying the price difference and handling fees of hundreds of millions of dollars. Among them, about 5 billion US dollars are left and scattered and cannot hold back to re-enter to change sectors to take over, and 2 billion are structural adjustment positions of other institutions.

We now have a total market value of $80 billion in the rest of the stake in the sea, and the total cost has been reduced to $34 billion from $41 billion three weeks ago. Of the $7 billion in cash that came back, I prioritized the repayment of leveraged financing according to your instructions, so the total amount of leveraged financing was reduced from $28 billion to $21 billion. ”

Gu Kun nodded, he knew that this data was very reasonable.

Xiao San fled 20 billion in panic before, and he couldn't hold back and sent back 5 billion, which is completely in line with the proportion of shark arms in the crowd.

Various institutions rushed to close the hedging of more than 50,000 short futures contracts before, and it is normal to send back 2 billion now.

This specific process is still quite tortuous.

For example, what kind of large-scale shock, drawing double-bottom graphics to seduce leeks, these teams with their own Liang Jinsong worry about the details, Gu Kun doesn't know. It must be recognized that at this stage, these high-ranking workers should be commended for their greatest contribution to the escape process.

"Leveraged financing has been reduced by 25%, this risk control has been done well, basically no matter how much it fluctuates in the future, we will not have the risk of the capital chain. However, if the remaining 80 billion wants to run away as much as possible, it will all be hard bones, and it may be impossible to rely on daily basic operations to deceive people to take over. ”

Gu Kunzhi thought about it again and again, and sighed very knowingly.

Liang Jinsong was noncommittal, at least there was no refutation or encouragement, which could be regarded as acquiescence.

Gu Kun glanced at Liang Jinsong with a little meaning, and asked seriously, "Old Liang, do you think I should leave in a hurry?"

Liang Jinsong cautiously suggested: "Don't be in a hurry, but you can't be in a hurry - although Soros is bankrupt, the new international travel capital may not be able to sniff out the crux of the problem." If the fire continues to be too strong, and the short position is taken again, the cost of building a position will be lower this time.

For example, Soros started the layout at the beginning of the year and expired at the end of June. If we continue to show a barely maintained high stock index, and let the new thieves organize new shorts from August, then by the beginning of next year it will also be completely exploded. ”

Gu Kun was slightly shocked in his heart, and had to admit that Liang Jinsong's basic skills were very solid.

History has been changed!

In the original time and space, Soros retreated from the Southeast Asian financial crisis, and it can only be said that he spit out a little bit of the money he earned in Thailand and other stages. So after the battle is over, there is not much room for shorting.

And now, with such a big chip in Gu Kun's hands, the real bubble of Hong Kong stocks is actually bigger than at any time in history.

For the sake of safety, it is very necessary to immediately reduce the bubble in August and pay off all leveraged financing in the second half of the year. Otherwise, if there is a new sniper that has not been seen in history, Gu Kun will have a big head.

This kind of sniping outside of history will completely cancel out the prophetic advantage of Gu Kun's rebirth, and at that time, he will only be a little more accurate than ordinary people, maybe it is better to dump the blame on Liang Jinsong.

"In other words, we have to sell another $20 billion in cash as soon as possible, so that we can be completely invincible and not afraid of any malicious liquidation sniping - are you sure to complete it?"

Liang Jinsong did not answer immediately: "Of course, there is a certainty, but I hope you stand at the height of the overall strategy and express your preference for long-term positions in the future - the stock market is not only speculation, but also value investment." Since we can't hold positions at a high level all the time, we should first look at which companies you want to keep in the future and which companies you want to be a major shareholder.

It is even possible that we can take the opportunity of the privatization information to create an excuse and a smokescreen for the withdrawal of our funds, and further cover the panic of the leeks. ”

Gu Kun nodded involuntarily.

Every sentence Liang Jinsong said was a golden and jade good word.

Since it has been said, at least there are tens of billions of dollars in the field that are destined to be withdrawn next year, so compared with "how to withdraw", the more important thing is "which ones to withdraw".

In other words, it depends on what areas Gu Kun thinks Xiangjiang is willing to stay for a while longer, or even really invest in buying the company by taking advantage of the trend, in addition to network concept stocks and telecommunications media stocks.

This minimizes tossing.

Gu Kun thought for a while: "Network and telecommunications media concept stocks, I said that I would stick to holding them." In addition, this entry into Xiangjiang is actually a bloody dip into Lanfang's economic transformation.

You can sell some of the shipping stocks and financial stocks, and then choose a shipping company/bank from the ones that remain. We prioritize the net assets and the value of the team to acquire, as for the brand and intangible assets are not important, it is better to lower the better, because in the future we will reorganize and relocate to Lanfang.

As for the blue-chip field, I think it should be real estate stocks, I am not optimistic about the future of real estate in Xiangjiang for a long time, at most I will leave a small company with high-quality net assets and engineering strength management quality, as the backbone of Lanfang's future infrastructure industry. ”

During the economic crisis, it is a good opportunity for high-quality assets to buy the bottom.

Especially in a country like Lanfang, the original construction was not good, shipping mainly relied on COSCO to push, and the local foreign trade transportation companies are all half-baked. The insignificant fleet under Gu Kun is still led by Chen Li and Long Wu, who were the first to follow him, although some professionals are mixed in, and the veterans are only responsible for solving the problem of team loyalty, but they are still too weak.

Nowadays, there are a considerable number of stocks of several shipping companies in Xiangjiang, and Gu Kun has built a large number of positions when he is at the position of seven or eight thousand points in the Hang Seng Index, so he wants to take advantage of the trend to buy a little more and directly privatize, and the total cost is relatively low.

And if he chooses to "sell off the stocks of most of the companies in the shipping sector at hand", it will definitely cause panic in the stock market about this sector of the industry. In the end, Gu Kun wants to wholly acquire other small retail shareholders in the privatized company, and they will definitely follow suit. In this way, the cost of Gu Kun's privatization can be further reduced.

And it can blow the smoke bomb bigger, and in the future, those Xiaosan who is beaten by the sticks will not be able to see "whether Gu Kun wants to run or really want to buy high-quality assets", Liang Jinsong wants to continue to play fake and real games, and the deception will be even stronger.

As for the financial sector, it is the same reason, Gu Kun has never thought of making Lanfang a financial center in Southeast Asia - after all, the positioning of Xiangjiang and Li Jiapo cannot be shaken, how can Lanfang He De rob them?

However, there was no local bank in Lanfang before, and the local currency had just been exchanged for Chéng Rén currency. In the future, if there is no banking industry at all, it is also inconsistent with the forced conditions of the Lan side.

Therefore, it is still very promising to get at least one bank and become a company focusing on the segment of consumer financing services.

To put it bluntly, Gu Kun's idea is to build a high-quality consumer bank like those express companies in Oceania that open centurion black gold cards, focusing on credit card business, and in the future, it can also follow the development of the Internet era, giving priority to high-tech concepts and developing online payments.

In a word, this will not be a bank that teaches you to invest and engage in traditional lending, but purely focuses on luxury credit consumption.

In this way, it can be combined with the positioning of the Lan side as a "luxury and tyrant country".

"Understood, I know what to do. Starting tomorrow, I will prioritize a moderate amount of fear in the shipping and financial sectors. "Liang Jinsong already knows how to do it.