Chapter 218 [Hurt each other and cut each other (48/93)]
"Mr. Lu!"
As soon as the call was connected, Lu Ming immediately ordered: "Lao Qi, release 30 billion US dollars of liquidity, first bring 10 billion US dollars back to China, and the other 20 billion US dollars will be brought back before the third quarter and the fourth quarter respectively."
Qi Wei asked: "Should we cash out our US stock assets or?"
At present, the total assets of Tiansheng QDIE are 145.7 billion US dollars, of which 35 billion US dollars are in offshore RMB. The stock assets in the US stock market are about 50 billion US dollars, 400 US dollars are in the US dollar foreign exchange market, and the Bitcoin assets are 121
With a market capitalization of around US$100 million, the remaining several billion US dollars are partly in the Hong Kong stock market and other commodities.
Among these assets, only 40 billion in U.S. dollars and foreign exchange are jumping repeatedly to perform arbitrage actions, while other assets have not moved.
Lu Ming replied: "There is no need to move the stock assets in the U.S. stock market. Let's double it again. With a market value of 100 billion, there is no need to move the U.S. stock market... Cash out 10 billion from the U.S. dollar foreign exchange market, and the remaining 30 billion U.S. dollars
End the long position and start going short today.”
The foreign exchange market is definitely the most stable arbitrage tool for Lu Ming. Since the foreign exchange war came to an end at the beginning of this year, the U.S. dollar index has begun to weaken and has broken out of the downward trend. It has generally maintained a decline for one month and a rebound for one month.
Then the next month, it rebounds for another month and continues to fall...
Lu Ming followed this rhythm and arbitraged in the foreign exchange market stably. Don't be too comfortable.
"Wait a minute..." Lu Ming quickly added: "Don't play put options this time, directly use twelve times leverage to sell short, and the vest account will increase five times."
"clear!"
As the saying goes, it only takes three, and the long and short options have been eaten twice. As a force in the international foreign exchange market, Lu Ming's ability to make short-term excessive profits is too obvious, and he does not rule out the possibility of being sniped.
To put it bluntly, Lu Ming is still afraid of being targeted by the magnesium people and being sniped by Wall Street.
The international foreign exchange market, where top hedge fund players and gods and demons from all walks of life gather together to compete with each other, has to move in and out quickly. If something goes wrong, you have to run away. If you are restricted from trading, and there is a sudden bad news, it won't take long to get it.
It would take an hour or even ten minutes to finish the work.
Lu Ming's investment is radical, but also sound and conservative. Every time new funds enter the foreign exchange market, they will be replaced by new trading accounts, that is, a large number of vests are used to hide the identity of the funds. The funds will be withdrawn from the market with profits.
After coming out, once the main account returned to QIDE is processed, all those vest accounts are discarded. They are one-time tool accounts. Of course, it will cost a lot of money to use a large number of vest accounts and throw them away, but it is not a big problem. Just treat it as a transaction.
Necessary expenses for costs.
In this way, the potential risks are minimized. Even if the European and American countries are really powerful and track down the vest accounts that have dealt with the QIDE main account, they are all abandoned accounts with nothing in them.
No matter how powerful Laomei's intelligence capabilities are, there is always a time window for traceability and traceability. Lu Ming uses this time window to allow his funds to trade in and out of the market to ensure safety and not be disturbed by sudden external factors.
On the contrary, you don’t have to worry too much about investing in the US stock market. You don’t need to use these clever tricks. You are holding on to big-ass stocks such as Google, Nvidia, and Amazon. They originally planned to be long in the long term. They directly competed with the other party, and the funds were not leveraged.
, if such a big-ass stock dares to fall below the price, Lu Ming will definitely dare to buy the bottom.
In stock investment in the U.S. stock market, if the other party wants to do something small, it will at best make you feel disgusted, such as freezing your assets or getting entangled with you, causing the funds to be stuck there in the short term. It will be a little troublesome to cash out and leave. Maybe in
When you want to run away, find a reason to stop you and let the asset price fall.
Confiscating everything without any reason, even the United States would not dare to do that.
Because of this, Lu Ming is working on the core assets of the U.S. stock market. Because he targets the weakness of the U.S. stock market that cannot collapse, he targets core assets. As long as the U.S. stock market is open, there is nothing that can be done against Lu Ming.
In fact, the capital going north is also foreign capital, and it is also targeting the weaknesses of Big A. The management of Big A also has no good way to get foreign capital, and foreign capital is also buying up core assets.
Because foreign capital has accurately studied the current domestic industry core strategy, which is the industrial direction that the country wants to promote, foreign capital has bought related core assets aggressively.
For example, if a certain core asset target that is heavily held by foreign investors suddenly shows one or two positive lines, how will the market interpret it?
First, the company is a core asset, second, the company is a ticket that institutions have heavily invested in, third, the company's performance has soared, and fourth, the company has been heavily invested by foreign investors...
The market will definitely interpret it this way, and then the market will definitely have funds to pursue this company's stock.
You must know that foreign capital has a huge influence after it appears. Many people praise the capital going north, so some people happily carry the sedan chair for foreign capital, so foreign capital happily distributes chips at high positions, thus completing a round of harvesting.
.
Foreign capital often plays this trick in Big A, and it works repeatedly. The key is that there is nothing you can do against it.
Its foreign capital bought more than 1 billion in the core assets of a large-cap stock with a market value of 100 billion. Can this be said to be manipulating the stock? Obviously it doesn't make sense, but as long as foreign capital appears in a certain stock of Big A, the stock is indeed
It will indeed rise significantly.
The reason why foreign investors repeatedly and accurately hunted the bottoms and escaped from the tops of Big A's core assets was not because they were smart, but because they had thoroughly studied the immaturity of most investors and citizens in the domestic capital market.
That is to say, just copy the work.
The company you choose is a good one, and if you follow the trend and copy the work, you will inevitably be carried out by foreign investors. Including many people copying the Tiansheng 150 portfolio and copying the work of Brother No. 1, it is the same behavior.
Foreign capital has relatively large funds, but it is not too large, so it will buy hundreds of millions or more than a billion. For example, if foreign capital is buying the bottom of a core asset at 30 yuan, a large group of copycats will rush in and push up the stock price.
When the price reaches 50 yuan, foreign investors throw away their stocks.
Well, the market has lost its backbone, and all the copycat operations have been dispersed, so of course the stock price has plummeted.
After they hit the market, foreign investors used the same strategy to buy at the bottom. They didn't buy much, just a few hundred million or a billion. Compared with the market value of 100 billion, it was really not much.
So the immature stock investors who copied the work were cut back and forth, repeatedly, the old leeks were cut, and the new leeks came again.
Foreign investment has proven successful time and time again, and it has always been successful.
Stock investors like to follow the trend, and then they are cut off by foreign capital. After being cut off, they call the core assets garbage. The management sees the entry and exit of foreign capital, and they also watch it anxiously. They will cut off hundreds of millions at a time, and they will cut off a few at a time.
100 million, if you cut it over and over again, it adds up to a big sum.
There is really no good way to deal with this kind of saucy operation by foreign investors that does not touch your bottom line. You just stare at it with blank eyes.
Can it be said that foreign investors are manipulating stock prices? Obviously not, because their actions are all in compliance with the rules!
But can we say that foreign capital is not manipulating stock prices? Obviously it is! Because it is constantly speculating and harvesting instead of normal investment.
As long as the stock investors and fundamentalists in the market have not matured, they will inevitably be harvested repeatedly. Although the fundamentalists do not directly trade stocks, if the fundamentalists redeem funds on a large scale, the fund managers will have no choice but to be forced to do so due to redemption pressure.
Chasing the rise and killing the fall is tantamount to fund managers carrying out immature and irrational operations following the will of the fundamental people.
What is happening right now is that funds from the north are constantly buying core assets, using this routine.
Lu Ming started to hunt for core assets at the beginning of last year, and the overall average cost is lower than that of foreign investors. If foreign investors want to cut off the leeks this time, Lu Ming will definitely not fulfill their wishes.
They will definitely take out the sword before foreign capital raises the harvesting sickle. They will cut off the foreign capital together with the sword and keep the wealth in the country.
