Chapter 810: Money, Money, Money! The financial markets are fighting!
"Bai Shiqiu! You've been going to deal with me for a long time! ”
"Brother Ma, it's not interesting to say this, I'm a normal transaction, I didn't play any tricks, and besides, after such a transaction, didn't you Taobao take off the hat of Japanese capital? How good it is now, this is all for us Chinese, how good. ”
"You ......"
"Brother Ma, in this wave of situations, you or you have not made any less moves, right?"
"Hah...... Brother Bai, what you say is too outward. ”
"How dare you, we are likely to be really a family in the future."
"Hahaha......"
"Hahaha......"
Interesting, really interesting, when Bai Shiqiu told that story, which was not a phone call at all, Mr. Ma really couldn't hold it back.
What's going on?
I have long known that there is something wrong with Sun Zhengyi's idiot, and at that time, Mr. Ma was ready to buy Sun Zhengyi's shares, but he had two difficulties.
One is the model when it was first listed, which determines that you Mr. Ma can't take too high shares, otherwise the proportion is too high, and there will be no such thing as a so-called partner.
Shares are power, and after Taobao is listed, Mr. Ma's power needs to be further checked and balanced, which is actually the essence of listing.
Plus, that's money.
More than $10 billion in cash is not a casual talk, even Apple, the world's largest company by market capitalization, and the company with the largest cash flow, it is difficult to come up with this money back to the United States in a short period of time.
You know, a lot of Apple's money is actually overseas, and there is not an important major event recently, that is, Trump's tax cut plan.
The essence of this tax cut is to hope that the US overseas funds can come back, in fact, this is the same action as the Fed will raise interest rates and shrink its balance sheet in the future.
To put it simply, QE has been pouring money into the world for so many years, nearly a decade to be exact, and the amount of money is the most astonishing in human history, and the result of this is that the global asset inflation, that is, housing prices and the stock market have all flown up.
Yes, we Chinese people are saying every day that the housing prices are high and you can't buy, which is indeed the truth, but the United States is too, you know, the housing ownership rate of Americans is not even half of our China's, to put it bluntly, the hanging wire over there is really no house, the main contradiction on our side is actually concentrated in Beijing, Shanghai, Guangzhou, Shenzhen and the second-tier cities with strong economic growth, and most of the hometowns have houses.
Moreover, because the cost of holding a house in the United States is very high, the property tax, this tax means that under normal circumstances, holding a property for more than 30 years is equivalent to buying another one, so the price is relatively low, and this cost is clear, so the stock market and bond market in the United States is very powerful, and the water injected into the market mainly flows to these two places.
The Dow Jones, the NASDAQ, basically went for most of the decade!
In fact, the reason for this phenomenon is very simple, as long as you understand finance, you will understand, this is to hedge the currency.
Why did Bai Shiqiu tell Huang Jie at the beginning, you are in Japan, don't come back, the stocks are enough for you to eat.
Just because he knows Ampere's three arrows, that is, to open the floodgates, how can the stock market be low?
Japan is also particularly obvious, because of Japan's fertility rate and population problems, plus taxes, there is almost no way for real estate over there to rise, that is, there is no other hedging option, only stocks.
In fact, there is a huge question involved, that is, why have our housing prices in China risen so fast and exaggerated?
In fact, as long as you look at the time, it is clearly displayed, when did the housing prices in our country start to rise?
08 years!
Is it really because of the Olympics that the country is rich and the people are strong?
No, the reason for the rise in housing prices is because the whole world is QE, and they are pouring water into this pool, and this water is super much, and it is non-stop.
And what are the investment products of our country?
Yes, there is a stock market, but most of the good companies are listed overseas, and then, our country still has financial regulations, and it is difficult for money to get out.
What is the most stable and profitable domestic investment?
Real estate.
A lot of people are scolding Chongxing, saying that you fucking bastards, taking the money from scientific research to invest in real estate, have become a real estate company.
In fact, from this point of view, Chongxing is very wronged, because from a financial point of view, the return on investment in communication is relatively slow, and real estate is a better area for investment, and they take out some of the money to do real estate, which is in line with the natural principle that the company should make a profit.
It can be seen that the money-making effect of real estate.
And, crucially, there's too much water in this market.
In addition, why has it risen so fast in the past two years?
It's very simple, two things, one is the purchase limit, everyone has summed up the law, the purchase limit is to reduce the house price, but the result is the opposite, even, the more the purchase price rises, or skyrockets.
Why?
Because on the other hand, the compensation for demolition is mainly in cash.
Just this matter, you can make up a picture in your brain.
The purpose of the manager of a large pond is to increase the water level of the pond slowly, but because the faucet is open, the water level is growing rapidly, what means does the manager use?
The pond has a valve, I'll close it.
Then, I'll turn on the faucet over there.
This is the case in many areas, and in the eyes of those who understand economics, it is strange that it does not skyrocket.
But actually, this also has the benefit, that is, the skyrocketing real estate has hedged a huge amount of money.
Let's just say that at the moment, the price rise is not slow, if these huge amounts of money come out, there is nowhere to go, and they enter the consumer market, then the situation of soaring prices is absolutely indispensable.
Now, the situation has changed, and the United States needs dollars back to the United States, simply put, to get back the dollars that were sent out before.
That is, the thing that Bai Shiqiu and Feng Ru talked about in her studio in Hong Kong at the beginning, the interest rate would be lower and lower at that time, but now, it is just the opposite.
High interest rates will attract funds, and this makes the dollars borrowed before, which used to be cheap, almost zero cost, but now the interest rate is high, the cost is high, and dollar lending is also tightened.
Apple's funds, Trump is staring at it, he wants to lure back to the United States, but ...... His plan to cut taxes has been delayed until recently.
There is a huge logical contradiction here.
Everyone thinks that what a country should do is to tax the rich and rob the rich to help the poor, which is what the government should do, and this is also an effective means of balancing social contradictions.
So, the harder you tax, the more you tax the rich people, the more you tax the big companies, the better it is.
However, people are greedy, and those who are rich are even more greedy, otherwise they are not rich.
Tax avoidance, the percentage of tax is high, that's good, I don't pay, I find a lawyer, I find an accountant, I pay them money, let me pay less tax or even no tax, they want money, it's cheaper than paying taxes.
Therefore, if the tax burden is high, it cannot be collected.
Didn't the boss of Louis Vuitton in France just run away and change his nationality directly, because the tax standards adopted by France are too ruthless, and the boss is equal to not having a penny left, so it's strange if he doesn't run.
Trump's plan is good, his idea is really good, and there are many cascading effects in it, but the result is...
It is true that a lot of funds have been moved to the United States and are about to flow back, but on the whole, the cost of funds is very high.
Apple didn't go back much, because now the overseas market is Apple's biggest growth point, let's just say that in our mainland, people even build their own data centers with us, not in the United States.
And, where did the money go back to the United States?
It did not go to industry, but further flowed into the stock market, and after the passage of this tax law, Dow Jones and Nasdaq both hit new highs.
In other words, the current situation is that funds are quite tight, and there is quite little water outside the US stock market.
Mr. Ma is known as the richest man, how awesome he is, but it is not easy to mobilize tens of billions of dollars at this time.
So, let Bai Shiqiu take advantage of the loophole.
Bai Shiqiu has a lot of liquidity in his hands, and he can not talk about it in China, the film and television industry, games, mobile phones and other industries have provided him with enough capital flow, and he doesn't need loans at all, he has already repaid the cheap interest money he borrowed before, and now that the cost of capital is so high, of course he will stop.
It's actually a crunch, but he still has a lot of tricks.
Needless to say, there is a drama network listed on the NASDAQ.
The glass slag that I won before, in recent years, especially the recent 'Overwatch', this game can be said to be the most popular game in the past two years.
Although it is a little down now, this game has also made the market value of glass slag rise quite sharply, Bai Shiqiu made some moves at this time, so he naturally did not worry about buyers.
In addition, AMC's cinema chain, Bai Shiqiu also has a considerable share, although AMC is still losing money every year, but this cinema chain has also risen a lot with the market, and it is very beneficial to Bai Shiqiu to make a clear move at this time.
There is also the fact that Feng Ru and Tian Fang were abroad back then, and later Wang Tian joined the establishment of Bailongxing Company, which is now also operating and listed.
Not to mention that the stock price of Hong Kong's penguins has been skyrocketing, and Bai Shiqiu's shares are also rising, which can make him easily pledge, get a large amount of money from the bank, and a credit guarantee.
With so many conditions, he can say a word about taking out tens of billions of dollars in vain.
Sprinkled with water~
Yes, Bai Shiqiu said, we will be a family in the future, this is really not a big problem, after he eats all the shares of Sun Zhengyi, the power in the Taobao system will be more powerful than Mr. Ma, of course, he still can't get involved in that little micro financial service.
However, in recent years, due to the opening of some policies, Bai Shiqiu has also engaged in his own payment model through the joint operation of Dongxing Shopping and some others.
It can be regarded as a raw bite of the market share.
In fact, Mr. Ma is not a good stubble, he has been operating in China for a long time, and has made a lot of moves on Bai Shiqiu's red galaxy, and has swept a lot of goods in the secondary market.
You know, the current situation abroad is that the dollar is tight, but in our country, the relative capital situation is more relaxed, of course, the overall is also in a sharp contraction, but there are some differences.
In fact, there has been no shortage of money in our Chinese market, and the banks are not afraid of tightening at all, especially large companies, especially Mr. Ma.
Moreover, why did Mr. Ma do it this time?
Is it really because of the battle of wills?
Is it really because of what Li Ruigang said?
Now, Bai Shiqiu is caught in gossip, and the stock price of the Red Galaxy is constantly falling!
There's no way we can stop trading, it's still the most speechless situation.
Boss Jia can suspend trading, because the gossip in the market is at the level of Leshi's business.
The Red Galaxy is not good, those rumors are all Bai Shiqiu's personal style problems, and they have nothing to do with the operation of the Red Galaxy.
However, everyone can see that there is a relationship between this.
Bai Shiqiu is unclear with so many female stars, if this matter is confirmed, it turns out that Bai Shiqiu is a super pervert in the entertainment industry, and he has played so many top female stars.
You must know that most of these female stars are from the Red Galaxy, and they are inextricably linked with the Red Galaxy.
How many followers are dropped?
Now the public price of a fan is about 1 yuan 5, and in terms of this quantitative calculation, it is a lot more direct loss.
Of course, the stock price fell, and at this time, Mr. Ma, who is very rich in domestic funds, he entered it and kept sweeping the goods, which was too comfortable!
On the surface, there are endless incidents in the entertainment industry, all kinds of revelations, and all kinds of tearing battles one after another.
But in fact, behind this is an unusually wonderful capital fight.
At this time, the most interesting thing is that the two of them were originally killed to the death, and they were fighting in the dark in the financial market, but here in Dadong, eating roast duck and drinking wine, talking and laughing.
How can we call social progress?
This has to be put aside, then it must be drawn against each other, no blood, no head to the ground, no pull.
At this point, everyone has a complete showdown, so what's next?
"Brother Bai, what do you want to fight to?"
"It depends on what you think, Brother Ma."
Mr. Ma smiled, and suddenly a very interesting question was thrown.
"Brother Bai, I want to ask you, if you really get the Taobao system, what are you going to do?"
Bai Shiqiu also smiled after hearing this, "It's very simple, I will change some algorithms." ”
"Huh? Algorithm? ”
"Your Taobao big data recommendation algorithm."
What does this mean?
Mr. Ma thought about it for a while, then understood, and said with a smile: "Brother Bai is a little too naïve, right?" ”
"It's naïve, it's naïve, but I don't think I'm wrong to do that." Bai Shiqiu is very sincere.
What are they talking about?
What's going on with this algorithm?