The words are divided into two ends.

Soros secretly accelerated the establishment of a position in New York, and Gu Kun, who was far away in Southeast Asia, did not know the details, and he did not plan to find out.

From Gu Kun's standpoint, he only hopes that his own position can be executed smoothly and unharmed.

A month passed in a flash, and everything was very stable.

Although Gu Kun has graduated, Lin Ying is on summer vacation, and she will only be a junior when school starts in September, and her sister Gu Pan is only a sophomore.

In addition, none of the relatives around him had come to Xiangjiang to play before, so Gu Kun simply stayed in Xiangjiang for a long time, preparing to stop the operation of this Thai baht storm and then consider returning to Lanfang.

Anyway, Lan Fang's daily business in the cultural tourism and entertainment industry, nothing major will happen, and remote control can handle it.

Speaking from the heart, there are still a lot of attractions worth playing in this place of Xiangjiang, and it is completely possible to play for half a month without getting tired or repeating.

If it takes a long time, men will easily get bored and have to rely on entertainment venues such as Lan Kwai Fong for support, or find female stars in the entertainment industry to have parties for excitement.

But women can definitely rely on buying, buying, buying, and not getting tired of playing in Xiangjiang all year round.

August 9th, the Lunar Qixi Festival.

Early this morning, Gu Kun personally drove his Ferrari F50 with one hand, and took Lin Ying and Gu Pan to buy and buy. The bodyguard drove a Cadillac bulletproof car and followed him from a distance to protect him.

When he arrived at the top luxury shopping mall in Central, Gu Kun found a place to sit down and drink tea, close his eyes and recuperate, and let the two women fool around by themselves.

During this time, he stayed at the Peninsula Hotel, which is still the same presidential suite. Gu Pan came two weeks ago, and he also lived there, anyway, he was his own sister, and the suite had more than one bedroom, so there was no need to avoid suspicion.

Because of the continuous stay, the hotel also calculated a long-term price for him, which is more than 100,000 Hong Kong dollars a month, which is about half cheaper than the zero rent calculated day by day. (Gu Kun didn't know about this, and he didn't deliberately seek a discount, but the hotel quietly took the initiative to give him a discount)

After sitting in the promotional tea restaurant on the top floor of a shopping mall in Central for a while, looking at the scenery outside, Gu Kun's mobile phone suddenly rang, it was Liang Jinsong calling.

Gu Kun hurriedly picked it up: "Lao Liang, is there any trouble in building a position? Or has the market changed?"

His first reaction was to think that something was wrong with the Thai baht business.

Unfortunately, he didn't guess quite right.

Liang Jinsong's tone was quite relaxed: "The opening of the position has indeed changed slightly, there have been a lot of large orders in the past two days, and we have to speed up a little, but the problem is not big, and the total cost will not increase by more than 2%.

I just want to remind you, I don't know if you have paid attention to the new land policy announced by Chief Dong yesterday, and this weekend, will the scale of the land to be auctioned? This year, the authorities really want to sell at least 150 hectares of public land, and the plan for affordable housing announced by the chief executive is 85,000 units! Much more than your previous estimate of 'at least 50,000 units'.

Gu Sheng, your prediction is really godly, I saw that many people in the circle are rumoring today, and many friends in the entertainment industry who met at the cocktail party that night want to ask you through me, should you throw away some houses that are easy to get stuck quickly. ”

When Gu Kun heard this, he couldn't help but sneer.

The Thai baht storm has not officially broken out, and the housing price market on this side of Xiangjiang has taken action first.

This is also very in line with the rhythm of the three fires of the new official, and when he returns, he must always boost the people's livelihood and solve the most painful points in the people's lives, so as to appear happy and peaceful.

Just the auction scale of 150 hectares of land dares to say that 85,000 units of affordable housing will be built, which shows how pitiful the accommodation conditions of Xiangjiang people are - 150 hectares is 1.5 million square meters, divided by 85,000, and the average area of each unit is only 17.5 square meters.

Of course, the floor area ratio of high-rise buildings is generally very large, especially in Xiangjiang, which likes to build pigeon buildings, regardless of the building spacing and lighting, so it is easy to have a floor area ratio of more than 3 times.

But even if you multiply the floor area ratio of 3.0, the average set is only 52 square meters, which is really pitiful in the mainland.

It's just that before the handover, the Governorate of Brittany could only sell 50 hectares of land a year, so compared to 150 hectares a year after the handover, it has already tripled in an instant.

In the next two years, at the peak of the sale, there will be 200 hectares of affordable housing land a year (other non-affordable housing developments are not counted in this area), and the annual construction volume will exceed 100,000 units.

For a city with a population of only six or seven million and one or two million households, the supply of new houses equivalent to more than 5% of the total number of households will suddenly increase, and housing prices will of course be suddenly suppressed.

After Gu Kun understood the situation clearly, he thanked him: "Thank you for telling me this, I really don't care about the recent situation in this regard." However, it doesn't really work if I know. ”

Liang Jinsong couldn't help but be a little surprised on the phone: "Haven't you been living in the Peninsula Hotel? The dilapidated house you bought before was just for the car to settle down, and now the house price has fallen, don't you consider buying a set of houses to settle down first?"

After the new land was auctioned, the second-hand housing market generally hit 95% off on the same day. Some of the speculative houses that have been stuck before, there are 92% off in private, and a few stars I know who are hoarding houses, there are 92% off luxury houses that want to get rid of, and they are so much cheaper all of a sudden, don't you be impressed?"

He came to report the news, originally wanting to please the big customers and help the customers solve some small troubles other than the entrusted business.

Gu Kun couldn't help but smile when he heard this: "It's only 92% off, why should I be tempted? Living in the presidential suite of the Peninsula Hotel, the monthly expenditure is only more than 100,000 yuan." If you buy an apartment to reach the level of this presidential suite, at least 3,000 square feet of area, a prime location of the prime apartment, how can it cost 20 or 30 million.

A ninety-two discount is only 2 million Hong Kong dollars cheaper. I think that the property market in Xiangjiang is far from correcting enough, and it has not digested the long-term increase in land supply in the future. In the future, there will be at least a few million dollars in price reduction for this kind of house. Anyway, I have only lived in Xiangjiang for a few months at most in the past two years, and I would rather take 500,000 yuan to live in a hotel than buy a house. ”

Gu Kun's words really made Liang Jinsong feel slightly surprised.

This Gu Ye is so unoptimistic about the prospects of the Xiangjiang property market?

Originally, Gu Kun was willing to spend 4 million to buy a Ferrari, but he was only willing to spend 1 million to buy a garbage room for the car to settle down, which had impressed the guests who attended Boss Yang's dinner that day, and many people really began to doubt the future of the property market.

And today, he is even more outrageous when he "sees the price of a 3,000-foot high-end apartment cut by 2 million and still doesn't like it, and would rather spend another 500,000 yuan to live in a hotel than a house in Xiangjiang that can be lived".

The matter itself is not big, but if Gu Kun is really proven to be a big bull at the level of an investment god in the future, his words and deeds will have a great impact on the market.

For example, if Warren Buffett goes to a certain city for a long time, and would rather spend a lot of money in a hotel all the year round than buy a house, then the house in that city will definitely suffer a heavy setback - it doesn't matter if Buffett buys it or not, he has to buy it or not, but speculators will definitely be affected and squeeze out the water for speculation elsewhere.

"I know what you mean, and since you insist, I won't persuade you. However, I will still help you keep an eye on the market by the way, and if there is a special offer from a friend, I will inform you. ”

Liang Jinsong said and hung up the phone.

Afterwards, he didn't deliberately spread Gu Kun's words and deeds, but there is no leaky wall in the world, as long as Gu Kun is still staying at the Peninsula Hotel for a long time, there will definitely be acquaintances who will notice this and be curious.

And if a friend took the initiative to ask about this, Liang Jinsong would not hide it.

Within a few days, remarks about Gu Kun's special habits spread among the small circle of friends who are mainly in the Xiangjiang entertainment industry.

It's just that Gu Kun's prestige in terms of investment vision has not yet been established, so everyone just treats it as a gossip joke, and it is over after saying it, and it doesn't go to heart. Many people also sneered, saying that Gu Kun was sensationalism and performance art.

Unfortunately, though, these cynicisms don't last a few days.

Halfway through August, the market of the Thai baht has clearly fluctuated, and the last crazy buying and opening of large sums of money has reached the undisguised sprint stage.

The Thai authorities' dollar foreign exchange reserves were quickly run to a dangerous tipping point.

On August 22, a "black" Friday, the Foreign Exchange Authority of Thailand finally officially announced that it had abandoned the exchange rate system of the Thai baht and the US dollar.

There are no dollars to exchange for international travel.

On the day he announced his abandonment, Gu Kun had been sleeping lazily and was woken up by Liang Jinsong's phone call in bed.

Liang Jinsong's tone couldn't hide his excitement: "Gu Sheng, the Thai baht has abandoned the exchange rate tied to the US dollar! It fell by 7% in a few seconds after the opening of the market! With the 5 times leverage you added, you have earned back one-third of the principal! Unfortunately, you are making an option with a three- to six-month term that can only be delivered, and you can't close the position now." ”

Gu Kun was also excited, but after all, he was a little prepared, and his tone was very calm: "It's just starting to fall, why is it urgent to close the position." Thailand's exports grew by 18% in the previous year, and last year the export growth rate was zero. Based on this trend, it is normal for the Thai baht to pull back by 20%. ”

Liang Jinsong hurriedly admitted his mistake: "Yes, yes, yes, I said wrong, only six or seven points, of course, there is no need to ship." However, I am also afraid that I will have too many dreams at night, and I will not be able to catch the lowest level and close the short sale. According to the current momentum, even if it falls by two percent, it will not take a few days, at most a week. ”

In fact, Liang Jinsong guessed wrong again.

It doesn't take a week to drop two percent, it's just a day.

During the day, everyone was staring at the trading screen, and the panicked sheep were still waiting and watching, and they didn't dare to make a move.

The exchange rate of the Thai baht against the US dollar fell from 7% at the beginning of the market to 10% by noon, and then suddenly jumped two points to 12% at once.

The foreign exchange market is very different from the stock market, it can be traded 24 hours a day, there is no market close and no closing, so you should keep an eye on it all the time. By the evening of August 22, the final decline on the first day after the abandonment was fixed at an exaggerated 18%.

In other words, the Thai baht fell from 25 baht to 1 US dollar to 30.5 baht to 1 US dollar in one day.

Gu Kun calculated the floating profit on his account.

If the position can be closed at this time, under his 5 times leverage, the principal of 400 million US dollars has become 760 million, and he has earned 360 million (and deducting agency commissions and taxes).