ps: The title will be changed to "Christmas gift, have a baby."
“Subprime mortgage bonds are the cornerstone of the American economy!”
Lu Fei was sitting in the cabin, flipping through the latest newspapers. The New York Times, Wall Street Journal, and other newspapers were still advocating for real estate and the booming subprime mortgage market. The most high-profile ones were Lehman and Bells.
Deng.
"The abx index rose another point."
Xu Xin put down the satellite phone in her hand, "Recently, many bulls have entered the market. Lehman and Merrill Lynch took the lead in increasing their positions, followed by a bunch of wolf pups who followed suit. The pressure from short sellers is very high."
“And there’s an unexpected surprise!”
Lu Fei touched his chin, "Did the insider leak some of our undefended position combinations to Merrill Lynch and the others?"
"It's very possible."
"Then they were of great help."
"Don't take it lightly." Xu Xin frowned and said, "There is another hidden danger now. You have 220 million U.S. dollars in pledges from Penguin stocks. Be careful that they will take advantage of this and maliciously short-sell. Chinese concept stocks will be severely punished.
The earth has been hit once and for all, and nine out of ten penguins are no exception."
“Is there something wrong with Penguin’s annual report?”
Lu Fei said: "Total revenue and net profit increased by 36.4% and 47.7% year-on-year. Looking at the entire Internet stocks, the performance is also in the top five. Can we still find an attack point?"
"There's always a way to get through the loopholes."
Xu Xin took a sip of coffee and said, "Let's talk about profits. The game business accounts for the largest share now. If it is included in value-added services and calculated on a combined basis, nearly two-thirds of Penguin's revenue comes from the game business. It can be interpreted as a serious
Relying on a single business and lacking new business growth points..."
Lu Fei interrupted and said: "Wait a minute, wait a minute, we can't write this in the report. In addition to search, payment, advertising, games, etc., haven't we also developed anti-virus software, cloud services, and online videos? Let alone Facebook."
, Line has so many high-quality investments!”
"But I just won't let go of the game."
Xu Xin laughed and said: "Penguin's current revenue accounts for half of the entire domestic market. Even if it eats up all the shares, it will only double the increase. At most, it can only provide Penguin with 50% of the total plate. It can be completely misinterpreted as '
The room for growth is limited, and the stamina of old games is weak. The profits of "Miracle MU", "Maplestory", and "Bubble Hall" have all declined. Wall Street can also seize these two points to make a fuss."
"Isn't this a double standard?"
"What a coincidence, what the West is good at is 'double standards'. There is a saying on Wall Street, 'The stock market always tries every means to prove that most of them are fake'. Otherwise, how can that small group of people make money by relying on correct information?"
"Hua Teng and I have also thought about this. Why not launch new games while exploring overseas markets?"
Lu Fei crossed his legs and spoke calmly: "League of Legends and CrossFire, which are in closed beta, will be launched in the next year. Moreover, Penguin is trying to acquire EPIC and obtain its Unreal Engine technology, which will be obtained from CrossFire."
With enough experience, I will immediately start a larger shooting sandbox game, tentatively named it, "PlayerUnknown's Battlegrounds"..."
"It's better to be careful."
Xu Xin repeatedly reminded that once the stock price drops, the pledging financial institution may urge Mr. Lu to increase the number of pledged stocks or require guarantees, considering the loss.
Even more ruthlessly, one could simply go short to the end and let the pledged stocks approach the warning line, or hit the liquidation line, forcing redemption.
When the fight between long and short is at its most intense, it can be fatal.
"Sister Xin is right."
Lu Fei pondered for a moment and decided to increase the cash safety line by 10% and act as the general reserve for a large-scale battle.
The two discussed it until the plane landed, and then they attended an intimate cocktail party specially held for him by Buffett. All the families and institutions in the Jewish circle were present.
Chase Manhattan, Bank of New York...
Lu Fei is not like the Christmas party where everyone is welcome. Only those with deep or shallow connections with Robert Rubin, Buffett, etc., such as Wells Fargo Bank, are eligible to enter.
Another example is the Madoff Fund.
That's right, it was the "Madoff Fund", the largest Ponzi scheme in history. Not only was Mr. Lu not defrauded of a penny, but he rarely received a sum of money from Bernard Madoff.
Although, it is only the minimum threshold of US$30 million.
But what should I say? When Madoff Sr. left the hotel, his brain suddenly sobered up and he couldn't help but feel confused and regretful.
Good guy!
I originally wanted to be fooled into investing money in my own fund, but was deceived by Lu Fei. The topic unexpectedly turned to real estate, financial management concepts, and shorting subprime mortgages. Then why did I agree to invest in such a confusing way?
Old Madoff fell into deep self-doubt. I thought I was already an invincible liar, but I didn't expect that he could liar even better than me. The Chinese are indeed scarier than the Jews!
At this time, the Madoff Fund’s scam had not yet been exposed, and it was still recognized throughout the United States as the “God Fund.”
Even the "God Fund" is optimistic about the Trisolaris Fund, and Gao Luo is also a son of God, so more and more investors, old money funds, don't care whether the project is reliable or not, in short -
take my money and shut up!
Lu Fei selected 10 more companies, and the average annual interest rate for two years was only 5%. He tearfully took advantage of 95% of the income, and accumulated a total of 300 million U.S. dollars, part of which was continued to be injected into John Paulson's fund.
, the other part is slowly building positions around Fannie Mae and Freddie Mac.
According to his memory and calculations, in June and July of that year, along with the final glory of subprime mortgages and real estate, the stock prices of Fannie and Freddie reached their peak, and then fell off a cliff, or even plummeted.
A wave of quick money must be earned!
I was busy before and after, until early January.
On the last day to leave New York, Lu Fei and Xu Xin had dinner in the airport VIP room. In addition to the dinner plates, there were also documents at each other's table.
"In August last year, ASML shipped an EUV lithography equipment called the 'Alpha EUV Demonstration Tool' to the Institute of Nanoscience and Engineering in the United States and imec in Belgium."
Xu Xin wiped her mouth with a tissue.
"It would be great if I could get one."
Lu Fei couldn't help but sigh.
"If you think too much, let's not talk about ASML's shares. The American consortium accounts for more than 50%. In terms of technology alone, 90% of parts and components are imported, and we only control 10%. To put it harshly, ASML also
It’s just an assembly plant, and its ability to have EUV depends entirely on the high-precision supply chain in the entire West.”
Xu Xin shrugged helplessly: "Even if you build one, it is almost impossible to rely on China's power as a country. It is better to think about how to build an advanced fourth-generation DUV (step-and-scan projection) lithography machine."
Got it."
"Let's get in touch with imec (Belgian Microelectronics Research Center) first and see if we can have a small cooperation first?"
Lu Fei rolled his eyes.
As Apple is about to launch its own smart phone, Nokia, Motorola and other feature phone camps will take action sooner or later, and the logic of lphone's global sales exceeding 10 million will definitely be the first target, and it will definitely be attacked by various patent lawsuits.
In any case, we must take advantage of the opportunity of subprime mortgages and seize the time to industrial layout. Communication patents like Nortel Networks must be available. Qimonda and even its parent company Infineon cannot provide complex cores.
Add bricks and mortar.
In terms of semiconductors, several companies in Japan and Germany with poor financial conditions have been targeted, and they are likely to fail in this financial crisis.
At that time, it’s time for Mr. Lu to take action!
"It's almost time. It's time for you to leave for San Francisco." Xu Xin put a pile of documents into her bag, "The Apple conference is on the 9th, right?"
"That's right."
Lu Fei put the Vitamin C effervescent tablets into the cup.
Suddenly, bubbles appeared in the water.
"Stomach discomfort?" Xu Xin was surprised.
Lu Fei nodded, "Recently I have been staying up late and drinking, and my diet is not regular. I either eat less or overeat. Haha, even my iron stomach can't hold it."
"I thought that an iron man like you wouldn't get sick at all and didn't need to rest." Xu Xin breathed out, "Find a time to go to the hospital for a checkup, don't be like Steve Jobs."
"I will go and have a look when I get back to China."
Lu Fei raised his neck and drank the water in one gulp.
"Hey you, have a nice journey and take care of your health."
Xu Xin watched him leave and turned to look out the window at the dark night. It wouldn't be long before he could return home with a full load.
………
The next day, January 8th.
The biting cold wind blows through San Francisco, the Gold Coast mansion is as warm as spring, and the fireplace in the living room is burning with fire.
Zeng Li reunited with her father in Los Angeles for a few days, and then moved back to their love nest. She received special English speaking training specially arranged by Yin Fanka in the morning, and wore yoga clothes in the evening to cultivate her body.
Mr. Lu loves to eat peaches the most, so she naturally studies and practices diligently.
In order to stay in shape, I eat vegetarian food like in my previous life.
I have been looking forward to it for a long time and have been waiting for many days.
Lu Fei did not disappoint Zeng Li. He had been talking on the phone all the time, but when he got home without notifying him in advance, he was suddenly attacked. She was so surprised that he was immediately filled with longing for him.
But obviously, Zeng Li's yearning is more "deep".
Even though Mr. Lu insisted on maintaining a good physique, he could hardly withstand the results of Zeng Li's training over time. Sure enough, his Taoism was still too shallow and he needed her to continue to help him practice.
"Are you really not going back to celebrate the New Year this year?"
On the bed in the bedroom, Zeng Li looked at the man resting on her thighs and gently scratched his damp hair.
"I can't go back, senior, you know I invested a lot of money this time." Lu Fei said with a smile, "About several hundred million dollars."
"so much?"
Zeng Li opened her mouth in shock and was stunned.
Lu Fei deliberately didn't say "ten" for fear of scaring her. He raised the corner of his mouth and said helplessly: "I have no choice but to keep a close eye on him, otherwise I will just stay in America lazily."
"Well, how about I stay with you?"
Zeng Li looked straight at him.
Lu Fei met her eyes, "Senior sister, you don't have to..."
"No, it's just a coincidence."
Zeng Li had a faint smile on her face, "CAA specially gave me an invitation letter to this year's Academy Awards. Yin Fanka also wanted me to go, saying it would give me a little more exposure, which is fine.
I think it's pretty good to promote "Iron Man" in advance. In the past, only Cheng Long, Jet Li, and Ziyi were qualified, and I..."
"Senior, you can't think like that."
Lu Fei didn't care, "If you think that you, a Qingyi from China Entertainment and the most beautiful young woman in domestic entertainment, can come, wouldn't it be an honor for the Oscars?"
Zeng Li rolled her eyes, "You, you, you said this to me again, wait, what did you say about me just now?"
"China Entertainment Da Qingyi!"
"No, next one——"
"The most beautiful woman in domestic entertainment!"
Lu Fei looked confident.
"Why do I hear you are a young woman?" Zeng Li smiled.
"Beauty! Of course she is a beauty!"
"Then what is Yuanyuan?"
"Yuanyuan, emm, is the most beautiful girl!"
Lu Fei was so excited that in order to stop her inquiring, he could only completely block her vagina with his roots. Thirty minutes later, the wind stopped and the rain stopped, leaving only an endless stream of earthy love words.
"We haven't spoken so much in person for a long time."
Zeng Li exhaled quietly.
Lu Fei was startled, and Eel Queen gently stroked her smooth jade back, "I'm sorry, senior sister, I have too many things to do, and I have too little time to really spend time with you."
"Stop saying such words that trick me into tears."
The corners of Zeng Li's eyes were red, but she still nudged Lu Fei's forehead with her nose, and then whispered, "Does that mean you spend more time with me or with Yuanyuan?"
"!
!”
Lu Fei was so frightened that a layer of dense sweat formed on his back.
Isn’t it right? A Buddhist senior no longer believes in Buddhism and wants to establish an asura field?
"Spend more time with her when you have time. She is both a producer and a boss. The path she has chosen is harder than mine."
Zeng Li poked his forehead gently.
ah?
Lu Fei couldn't bear to think about it for a while. Although he had thought about sleeping together in a dream and actually came to a theater to sing an opera and sing a threesome, he didn't dare to think about it.
Why dig a hole for yourself?
It’s not impossible, I don’t know how many forts are waiting!
If you really want to play, there are plenty of actors in the opera house.
"Pfft, don't be stupid."
Zeng Li stood up and said, "I went to get you a Christmas gift. After struggling for so long, I almost forgot to give it to you."
"Hiss~"
Lu Fei took a breath.
"What's wrong?"
Zeng Li nodded with confusion.
Lu Fei touched his nose awkwardly, he was so busy that he forgot.
Zeng Li turned her back to him and said considerately: "If you forget it, just forget it. It's just a gift. If it doesn't work, I'll go shopping with you tomorrow. Whatever I pick, you will buy it for me instead."
It’s what I like and want the most.”
Seeing Zeng Li getting out of bed and about to leave, Lu Fei pondered for a long time. Suddenly he pressed her shoulders and said, "Senior sister, is our dad alone in America?"
Zeng Li nodded, "Dad? Well, what's wrong?"
"How can a person spend the Spring Festival alone? How about we invite him to celebrate the New Year at home?" Lu Fei suddenly said, "As for the name, just ask him to meet the prospective son-in-law and check it."
Zeng Li turned back suddenly, her eyes were red and swollen, and she stared with tears in her eyes, "Really? Have you thought about it..."
"I will never go back on what I said to you."
Lu Fei smiled sincerely.
"A Fei, I like this Christmas gift very much!"
Zeng Li couldn't help but wipe the corners of her eyes with her hands. She was so moved that she didn't know what to say and threw herself into his arms.
To a certain extent, this means that the secret love between the two can finally see a little light in front of their parents. This is very important for Zeng Li, who is often urged to get married.
In comparison, it doesn't matter what the marriage certificate is.
This kind of practical measure can make Zeng Li more relieved than a marriage certificate.
"What a Christmas present this is."
Lu Fei wiped away the tears from her eyes and said, "Senior sister, I will definitely find a way to make up for it. Just tell me what you want."
