Chapter 1118 [Whoever Can Win, They Will Help]
At the same time, Tranquility Residence Villa.
Tian Jiayi, who came back from the company, was also talking to Fang Hong about the market situation at the moment, and at this moment I saw her eyes down thoughtfully: "...... If you say so, the majority of the market will be on our side next, in other words, more and more long funds? ”
After speaking, he raised his eyes to look at Fang Hong, and found that he had a face that seemed to be smiling, Fang Hongyun said lightly: "That's true, but we must clearly realize that those so-called funds in the market are not all the way with us in essence." ”
Fang Hong, who paused for a moment, added: "You can't expect them to have the same position and consciousness as us, in their eyes, they are still the first word, and it is basically not wrong to think about it according to this line of thought." ”
Speaking of this, Fang Hong looked at the beautiful assistant and smiled: "Do you know why I would raise a stock market at this time?" ”
Tian Jiayi looked at each other and said uncertainly: "Sell the first face in the village?" ”
Hearing this, Fang Hong's smile was still the same: "This is just one of them, at best, it is incidental, not the real point." ”
Tian Jiayi looked at him curiously, Fang Hong briefly sold a pass and directly said the answer: "The point is to show your muscles to the outside world and show your strength." How so? To accurately understand the real thoughts of various funds in the market, what do they think? My answer is that they will not be on my side, but they will not be on my side, but whoever can win they will be on whoever is on their side. ”
As soon as these words came out, Tian Jiayi had a feeling of sudden realization in an instant: "I understand, so you decided to come out at this time to raise a hand of A shares, which is a way to show your strength, the foreign exchange market can suppress the opponent at the same time, you can also raise a hand of the stock market, which in the eyes of all kinds of funds in the market, will definitely feel that we are superior in technology, and our chances of winning are greater, so they are on our side and become an established fact." ”
The choice of funds in the market is on the side of the stars, which is reflected in the strategy of changing from bearish to bullish.
Tian Jiayi said to himself again: "Whoever can win, they will stand on whom's side, it's really a word." ”
Fang Hong said quite comfortably: "In the game of the foreign exchange market, the international short capital has been dragged for more than half a month, and I can clearly feel that the bears are gradually declining, and it is time to break this deadlock." The general offensive will be officially launched next Wednesday, not giving the opponent a chance to breathe, and it will continue until the end of the Spring Festival holiday, and the offshore market RMB will show a unilateral appreciation against the US dollar, so that domestic investors and shareholders can have a good year. ”
During the Spring Festival holiday, A-shares will not open, but the foreign exchange market will not be closed and will continue as usual.
Seeing the performance of RMB appreciation in the foreign exchange market, we naturally have a good bullish expectation for the opening of the A-share market after the year.
At this time, Tian Jiayi asked: "What level is expected to rise?" ”
Fang Hong pondered for a moment and said: "6.5 water level is enough, that is, the appreciation is about 1,000 basis points, that is, the appreciation is 2 percentage points." ”
If Qunxing Capital really wants to pull hard in the offshore market, let alone 1,000 basis points, it is not too difficult to raise 2,000 basis points in one day.
But you can't do that, because the foreign exchange market involves a lot of things, especially the import and export cross-border trade has a great impact, and it is not good to have a violent appreciation or depreciation in the short term.
The game with the foreign exchange market is a protracted war, it is impossible to quickly decide the battle, not surprisingly there will be several rounds of confrontation throughout this year, especially at the end of the year will be more intense.
Fang Hong wasn't in a hurry, just play with them slowly.
Tian Jiayi next to him summed up: "According to the current exchange rate level, it will rise to the level of 6.5 by the end of the Spring Festival holiday on February 15, without considering interest and handling fees, nor considering leverage, just the exchange rate difference, the short will lose 130 million yuan for every $1 billion invested, if you count the cost of funds, the loss will be magnified by an order of magnitude, and it will not be less than 20 times, that is, $1 billion will lose $400 million......"
There is no doubt that such a loss is categorically unbearable for the army of bears.
Tian Jiayi brushed his thoughts in his heart and then said: "In this competition in the foreign exchange market, the funds fleeing from the mainland and arbitrage speculative funds have suffered heavy losses, and they have the biggest losses, and overseas short capital is in the second place. ”
Hearing this, Fang Hong said coldly: "That's right, compared to overseas shorts, only emotionally speaking, these things are more hateful, they are crazy to cash out, crazy to reduce their holdings, crazy dividends, debt burden mess in the mainland, with a lot of wealth transferred overseas, almost backstabbed everyone, but also consumed a huge cost of trust in the whole society, making everyone's business more and more difficult to do, and people are becoming more and more distrustful." ”
It can be seen why Fang Hong is ruthless to these people, because these people are really hateful.
Fang Hong sighed, glanced at the ceiling and slowly muttered to himself: "I have harvested these people who eat inside and out, and this money will be mainly invested in technology-based industries in the future." In the future, even if you don't take the initiative to puncture the property market as a reservoir, you will no longer be able to play the function of a reservoir, and you can't hold on, and the entire fundamentals of the property market will usher in irreversible changes in five years. ”
This is the general trend, but also the law, is human can not reverse, even if the counter-cyclical adjustment but more than that extreme value will not work, no matter how fierce the operation is like a tiger.
For example, the cruel reality of the precipitous decline of newborns year by year, anyone with a discerning eye knows what this means for the property market. Not to mention the great reversal of the values of the post-90s and post-00s generation in the future, they will just lie flat and not play with you, just like a game, if the experience is extremely bad, it is not recommended to enter the pit.
After a while, Fang Hong's eyes said to himself with long-term thoughts: "SGX carries a major mission, after the failure of the reservoir function of the property market, the flow of funds to the market, this amount of capital should be received by the capital of science and technology enterprises, received by the science and technology industry, and only the development of science and technology, technological breakthroughs can bring a huge increment, so as to avoid the cruel stock game situation." ”
Breakthroughs in science and technology can bring a new industrial chain and bring a blue ocean, such as the networking of the "Nine Heavens Star Network" can give birth to a new industrial chain, which is to do increments and make the cake bigger.
If the increment cannot be made, the cake will not be big, and it will inevitably turn to the stock game.
And the stock is a game with distribution as the core, to put it bluntly, if you take more, it means that he wants to take less, and if he takes less, he will definitely not be happy, and he will be extremely resistant, and all kinds of contradictions will naturally appear, and when it reaches the point of irreconcilability, someone will inevitably lift the table.
But if you are in an incremental environment, those with assets of hundreds of millions can earn billions, and those with a monthly income of 3,000 can also earn millions, which can be accepted and satisfied. As long as it is in an incremental environment, even the biggest contradictions will disappear.
Another major task of the SGX is to let technology-based capital take over the huge amount of capital that has poured in after the punctuation of the property market reservoir in the future, and prevent financial companies from being listed here, which is the reason why technology-based enterprises are the mainstay.
……
(End of chapter)