Future chat group - Chapter 830 Exploring the Top

Late at night, the meeting adjourned.

The late autumn in Shanghai and Shenzhen has a hint of coolness. Working overtime all night is a bit too tiring for financial executives. After most of them get the information, they start to give instructions to their subordinates who are still waiting for instructions in the company. Dispatch tasks.

It is itself a huge variable in the market. Why do top financial institutions make more money than others? Here’s why.

Institutions like Thunder, Qingyu, Hanlong, and Xinfeng communicated directly with the Central Bank of China tonight, so it’s hard to say anything else. In the financial market next week, the attitude of the Central Bank of China will be expected by everyone. knew.

Based on this known information, each institution can obtain more accurate data than others, and then operate accordingly.

As senior leaders of the central bank, Yuan Jigong and Liu Yunqing look at the problem from a different perspective. They do not want profits, but promote strategic layout.

After getting into the car, Liu Yunqing still had a clear expression of dissatisfaction on his face. He looked at his silent boss Yuan Jigong, but he was not qualified to explode.

“What? What do Comrade Yunqing think?” Yuan Jigong also had some unpleasant things to say in his heart. Taking advantage of the time on the road, he simply started chatting with Liu Yunqing.

“Yuan Xing, I think…” Liu Yunqing shook his head and said, “These private institutions are a little shady.”

“Oh, why?” Yuan Jigong smiled broadly.

“The U.S.-Korea Free Trade Agreement is about to be negotiated. Judging from the content of the dispute and the direction of the negotiations, this is a win for North American institutions to pay costs in exchange for the Korean market…” Liu Yunqing is a direct subordinate of Yuan Jigong, who is in charge of the international department. , so the relationship between the superiors and subordinates is relatively close, and he talks without any stage fright.

Yuan Jigong listened to Liu Yunqing’s story with a smile on his face.

“Throughout the history of our country’s financial development, what can’t be done without our central bank? Now we have made it clear that we want to help them reduce the depth of South Korea’s foreign exchange reserve pool, but our efforts have not received the understanding and support of this group of institutions. This is considered I don’t know what’s going on.”

Liu Yunqing continued: “I don’t believe in the so-called determination of the top of KOSPI. This matter itself is a variable, and we are the force that can affect the variables. A lion fights a rabbit with all its strength, let alone two tigers fighting?”

“Yun Qing, you.” Yuan Jigong shook his head and said with a smile: “You still haven’t turned a corner.”

“State-owned capital and private capital are different, and domestic and foreign capital are also different.” Yuan Jigong thought for a moment and continued: “Lei Hao is also different from others.”

After listening to Yuan Jigong’s words, Liu Yunqing had a surprised expression on his face. Some of it was fake, but there were also real emotions.

The first half of Yuan Jigong’s sentence was part of Liu Yunqing’s plan. He deliberately stated his analysis to give his boss an opportunity to “point out his subordinates.” However, the second half of his sentence was completely off track.

“Lei Hao is different from others?” Liu Yunqing was a little silent, but quickly firmed up his attitude: “I don’t think we should take risks!”

There are many people who have the same idea as Liu Yunqing. The financial market is a place where crises are everywhere. Accumulating advantages and pushing variables in a direction that is beneficial to oneself is a fixed operating method.

Lei Hao knows this kind of rule. The current negotiation direction of the revision and negotiation of the US-South Korea Free Trade Agreement is South Korea’s profit, which means that South Korea will get more trade surplus. This requires costs, and the cost is paid by the United States.

For example, cars produced in South Korea with a displacement of less than 3L were originally required to pay taxes. After the renegotiation of the free trade agreement, these products do not need to pay taxes when entering the United States. Then the Korean automobile manufacturing industry will gain more profits and create more industries. jobs and contribute more to the country’s economic development.

However, these costs are paid by the United States. If there is no corresponding supplement in the United States’ advantageous industries such as agricultural and livestock products, South Korea will gain and the United States will suffer.

The United States must earn back these efforts from other places. The securities market is one aspect, and the military and political fields must also gain something.

On the other hand, at an appropriate time in the later period, after South Korea has paid political and military costs, it may push back the KOSPI index. Even if the situation allows, the United States will take things back from the economic field.

Looking at it from the perspective of the financial industry, after these actions were taken, everyone made money as the KOSPI index went up and down.

Balance is a long-term trend, while short-term imbalance and long-term balance provide profit conditions for top institutions.

Lei Hao is playing away from home. His view is that the technical correction will ignore the large number of positive fundamentals. A deeper view or even a large number of positive factors will cause bond holders to directly close their positions to avoid risks.

Liu Yunqing and others believe that even if you think that technical variables may overwhelm fundamentals, these are variables, not definite quantities. You were originally 50% sure. If I take action, the possibility will increase to 60% or even 70%. .

But this kind of improvement requires costs. Do institutions such as Thunder, Hanlon, and Qingyu have to pay for these costs?

Lei Hao’s answer was refusal.

In the early morning of Saturday, most people in China have gone to sleep, but in North America it is daytime on Friday.

Generally speaking, the US-Korea Free Trade Agreement has not been approved by the US Congress, so this document is incomplete and uncertain. After the renegotiation is reported, regardless of the mainstream voice, the US stock market will use its own fluctuations Express an attitude toward this information.

When China saw the sunshine on Saturday, the U.S. stock market closed steadily. Individual stocks rose and fell, but there were obviously funds protecting the market. Obviously, the operating methods of North American institutions did not exceed Lei Hao’s expectations, and they still had expectations for the market outlook. expected.

This is not good news for short sellers in the Korean market. The more their opponents pay, the more they want to get. This is an equation.

Everyone’s hearts improved a little bit more.

In the next two days, it goes without saying that I worked overtime, analyzing data, predicting and researching possible signals from fundamentals, and adjusting the detailed steps of the plan… Whenever a big event comes, the holidays are not the same as financial institutions. relationship.

Lei Hao stayed in Shanghai, but he didn’t even go back to Qiu’s house. The two-hour round-trip drive was too luxurious for him.

November 27th, Monday.

The hustle and bustle of the weekend has passed, all the moves that need to be made have been made, and everyone knows that today is the key event to see the winning trend.

If the bulls reach the top and the selling orders do not show up, they will win a big victory. If after so many preparations, the selling orders still appear on time near 2600 points, the bulls will be completely wiped out.