"Something must have happened!" Lei Hao sat in his office, a steady stream of documents passed by, but in his heart, he was analyzing the reason for the discrepancy between reality and future information again. Pen "Fun" Pavilion www.biquge.info

Originally, Japan was going to throw out the issue of QE, but two days later, on Wednesday, and now it is Monday, two days earlier, the meaning of the representation is not simple.

According to the current speed of position building on both sides, there is a high probability that everyone will exit on Monday, and by Wednesday, the loss of exit will be much greater.

Therefore, when the issue of expanding QE is thrown out now, it can only be said that it is forced to make peace by war, and QE is forced to fight by war two days later.

"Why hasn't anyone contacted me? HSBC? Keda? Standard Chartered? Prudential? Or even ...... UFJ and Sumitomo Mitsui, the two poisonous snakes hidden in the shadows? Lei Hao was a little undecided.

"It's useless to contact, I won't trust them! They won't believe me either! Just in an instant, Lei Hao made up his mind.

Even if someone else gives a message and conveys a will, will the Thunder believe it? When did the financial markets use communication to determine cooperation? Only interests! The so-called cooperation is all based on interests.

With interests, there will be tacit understanding without communication, and without interests, no matter how much communication is in vain.

"But I can wait for more information." Lei Hao sat down.

Thunder Group, whether it is the mainland or Hong Kong Island, the investment department and the research and analysis department are busy.

Whenever something happens, financial institutions always receive a lot of information, both true and false, and full of variables.

Sometimes, some information is what the opponent wants you to know and is mixed with private goods; Some of the information was given to you by teammates, and it was also mixed with private goods; Some of the information is given to you by the market, and this is true.

It takes time, vision and ability to extract real and objective market information from the huge flow of information.

Why is Thunder strong? It is because they have used their weak background to spell out an undefeated record.

Why is Lei Hao almost deified? It's that he can extract useful information from the vast amount of information, and then compress the variables, compress them to almost a certain amount, and finally ...... Final word!

When encountering an accident, Yu Rong and Zhou Junyun's first reaction was to find Lei Hao, all the information was converted into data, printed into documents, and quickly submitted to Lei Hao's desk.

The thunder is waiting, but the market is not calm.

If an item is worth 100 yuan, there is a 10% probability of appreciation to 11 yuan, then 10.1 yuan is very suitable to buy, the stock is the spot of stock index futures, and QE is a signal that is more likely to lead to the rise of the stock market.

In a short period of time, the Nikkei 225 slowly rose to around 19350, but it shrank and rose, and there was no outbreak of energy in this range.

There is no short cutting and closing positions, and there is no long pulling up and forcing short, the market is completely handed over to scattered funds to participate, but the situation presented is not very friendly to the bears: shrinkage rises.

Lei Hao stayed in the office, analyzing the market trend according to the future information, evaluating the changes that his own funds would cause after entering the market, and speculating on the truth of the matter.

The speed of information transmission is very fast, and Lei Hao can actually know the context of the matter by extrapolating back from the results of future information, but the strangeness of the financial market is that the result is undecided.

Even if it is the same QE, it is probably three downs and seven rises, sometimes, the market has already digested your QE policy in advance, if the quantitative easing is not strong enough, or the results are not good, the market will make its own voice.

Nikkei 225 is such a situation, Japan's era of negative interest rates has begun, at the point in time of the appreciation of the dollar, it is a dangerous thing to engage in QE, but Japan is not stupid, the risk is large, and the expected returns are more, if you can withstand the pressure, the vitality released can stimulate the economic upside.

Shanghai Stock Exchange, Taihe Fund.

Yang Lucheng is actually the biggest victim of Japan's QE intentions, and when he heard the news, he was stupid, and frantically established a communication channel with Mizuho, but the feedback he got was unsatisfactory.

"Mizuho's funds are withdrawn out of China, and Thunder's funds can't come in in a short time, but without the containment of the Asia-Pacific market, Thunder can exchange peripheral chips for mainland funds with large institutions at any time. Yang Lucheng had the urge to strangle the Japs.

A lot of the plans were made, and the Nikkei 225 had a change, giving the Thunder a chance to exit, which was not good news for Taihe.

But Yang Lucheng is not a mediocre talent, so he thought of a way in a short time.

"Mizuho's funds are actually in China?" When Lei Hao saw this information, he felt like he couldn't laugh or cry.

Due to China's strict foreign exchange controls, there is a cost to the inflow of funds from abroad, which is why offshore RMB is "cheaper" than onshore RMB.

Moreover, there are restrictions on the flow of funds in and out of China, if it is tens of billions of funds, Mizuho will transfer a large amount of cost, and it will take some time to wait.

Lei Hao knew Mizuho's investment in Nikkei 225 through future information, so he knew very well that Mizuho's money had been withdrawn from the country and was ready to deal with Thunder's provocation on Nikkei 225.

So, it is very simple to infer that this information comes out, who is in the best interest? The answer, of course, is Taihe.

First of all, Mizuho's money is still in the country, and the available strength of the Asia-Pacific market is reduced, Thunder, you hurry up to Nikkei 225 to make trouble, and then ...... Mizuho naturally wants to take the call.

Secondly, Mizuho's money is in the country, and this news can attract domestic speculators to favor the bulls, and the scattered bullish forces will jump out to take the Thunder's sell orders, which is equivalent to helping Taihe.

Best of all, it doesn't cost anything to use, so why not?

This is the so-called information that the opponent wants you to know, in order to confuse the Thunder and achieve his goal, Taihe must be "enthusiastic to help" the Thunder to collect information.

Even if Mizuho, Keda, and HSBC are giving some signals to the thunder, who would dare to believe it? If there is no information about the future, can Lei Hao see whether Mizuho's money has flowed out of China?

Normally, it is impossible to determine the flow of funds of the institution, the strength and distribution of the opponent's strength, and the best thing to do is, of course, to keep investigating and probing.

However, Lei Ting is not a normal organization, and Lei Hao is not a normal person in charge of an organization, anyway, he is just talking nonsense and lying, who wouldn't?

"I know Mizuho's money is in the Asia-Pacific market, but I can pretend to be confused."

"Drag third-party funds, and then fight Mizuho! Waiting for Mizuho's domestic opponent to take a bite of it! ”

Finally collected enough information, Lei Hao immediately issued an order to the Hong Kong Island: "Increase the position!" Short Selling! Forcing Mizuho to come out and restrain their energy and funds, Japan is not qualified for QE! ”