On Monday, July 18th, early in the morning, Lei Hao went to Qingyu to go through the procedure, and Ma Peijie promised to help him get everything done as soon as the market opened, and he could directly use the funds in the account.
Lei Hao didn't want to stay longer in the Hong Kong Island branch of Qingyu Investment, so he returned to the hotel and held a video conference with Tao Liyu in Yangcheng.
Just last night, Lei Hao and Tao Liyu had a very happy conversation, and after many visits, Tao Liyu thought that Lei Hao wanted to test his strength, so he picked up the key points and talked a little bit about his work in Huanyu.
As for Huanyu's position, Tao Liyu didn't have much to hide, anyway, Huanyu didn't mean to make a big adjustment to the securities of the position, with Lei Hao's amount of funds, it is not a big deal to understand Huanyu's position, and if you enter, it may also be convenient for Huanyu to carry out technical arbitrage.
However, Lei Hao also knows very well that Tao Liyu can say these more secret information, which is already very face-saving.
From Tao Liyu's side, Lei Hao also learned the reason for submitting his resignation to Huanyu, a company that gradually reduces the proportion of securities investment, for the manager of the securities investment department, it is definitely no longer suitable to stay.
Lei Hao and Tao Liyu also have a place of like-mindedness, both optimistic about the Chinese market and red chips.
Lei Hao sprinkled a large amount of money in the mainland, held a variety of stocks in a full position, and also knew that the stock market was good this week, Tao Liyu laid out red chips, reduced hedging, unilateral operation, and resolutely did not carry out hedging, so he also had a small contradiction with the company.
"In addition to red chips, Huanyu has mostly hedged other positions, so I will re-enter it, options, stock index futures and stocks."
In the suite, Lei Hao sat in front of the computer, silently listening to the analysis and reports of his subordinates.
"Hang Seng's delineation of red chips is that Chinese enterprises control or hold more than 30% of the stocks, the central bank has cut interest rates symmetrically, and the liquidity of mainland funds has increased.
Xiang Yongze has the highest position among the left-behind personnel in Yangcheng, he agrees with Lei Hao's plan, but does not agree with the investment ratio, glanced at Lei Hao as he spoke, and continued: "Personally, I think we can focus on investing in this part of the red chips that Bloomberg and Hang Seng have repeatedly identified, and do not do leverage. ” Hang Seng is based on the proportion of Chinese shareholders' equity to define whether it is a red chip, and Bloomberg uses whether the main profit comes from the mainland to demarcate, the two actually have a lot of overlap, Lei Hao knows what Xiang Yongze means, is cautiously optimistic, concentrates funds, and invests in key areas.
Taking advantage of the mainland's economic orientation, investing in this part of the stocks, at least the risk is not too high, if the leverage is opened, with the current situation that the expected benefits of red chips have been digested by the market, it is not optimistic.
"Options and futures, what is Mr.
Xiang's opinion" Lei Hao looked at the time and asked unhurriedly.
"It is recommended not to touch it."
On the screen, Xiang Yongze also said very simply.
"What about Leo" After Lei Hao got a cautiously optimistic opinion, he immediately turned around and let Leo, who had always been radical, speak.
Leo lived up to his trust, licked his lips, and said: "My opinion is that since we are all optimistic about red chips, why not increase leverage and invest in Singapore, with the capital channel of Hong Kong Island and Singapore, Lei, we can easily do this." ” "The cost is too high, at present, our funds are borrowed, and then pay the channel fee to invest in the Singapore market, not to mention the risk, the cost is a big problem."
Xia Yibei came out to oppose it, he is a bond maker, and he is very sensitive to the cost of funds.
Yu Rong also finally gave his opinion: "Yangcheng will lend a sum of money from the bank, within ten working days, we can transfuse 200 million blood to the Hong Kong Island branch, in these ten days, Mr.
Lei borrowed the funds, in the Hong Kong city does not know whether it can be filled, it is unwise to disperse the power to Singapore." ” "Then that means that everyone is not against this plan" Lei Hao picked up the document and raised it, seeing that everyone on the screen shook their heads, he was a little proud, and couldn't help but secretly observe Tao Liyu.
Sure enough, seeing the atmosphere of Thunder Investment, Tao Liyu was silent on the surface, but his hands under the stage were already clenched, he liked this kind of company, he liked this kind of operation style in hundreds of millions, or in other words, no financial practitioner would not like this atmosphere.
Moreover, Tao Liyu was also suppressed by Lei Hao's majesty.
After Lei Hao pointed out the investment area, no one jumped out to oppose Lei Ting Investment, a group of elites whose education, experience and ability are among the top in China, and it seems that no one thought of opposing it from the beginning.
"Setting goals and working together is really like a Yum Division."
Tao Liyu thought of himself and the team he might have to bring over, and suddenly felt a lot of pressure, in this kind of fast-growing and dynamic investment company, you can't keep up with the pace and you will be abandoned. 9 o'clock is approaching, Lei Hao knows very well that he wants to adjust the plan, and now is the right time, and when the trading work begins, it will cost more to change the operation of the funds.
"I still insist that the Shanghai and Shenzhen markets will rise, and the prelude is in the Hong Kong market," Lei Hao began to conclude.
This time, the hints of future information are a little vague, Lei Hao can make money with this, but he earns more and earns less, but he relies more on his subjective initiative.
"Go according to the plan."
"If the cost of building a position is below the price line of 2, most of the funds will be invested here, with the corresponding call options and red chip index futures."
"China Investment Development, China Shipping Lianfa, Hong Kong City Power, these stocks are lightly positioned, under the premise that the heavy position target cannot complete the full position, a part of the funds can be allocated here, but, Friday, at the latest Friday, I want to turn this part of the funds to options, futures."
"Listen clearly, on Friday, I want to see that including the first part of the position, there is a large use of leveraged funds, and we will invest as much as we can eat in red-chip options and red-chip stock index futures."
Doing options and stock index futures is a very risky move by Lei Hao.
If you only enter the stock market, with the help of future information, Lei Hao can guarantee a certain profit margin, and when it comes to the market of options and futures indexes, it will be different.
Huanyu has made a lot of money, and most of the unhedged positions are red chips and corresponding derivatives, but it doesn't mean that there are no other possibilities, the Hong Kong market has no limit on the rise and fall, just come to a doubling stock, Lei Hao will be annoyed by watching the profits slip away.
"The market on Hong Kong Island is more open than the mainland, and there are many restricted things in Shanghai and Shenzhen, which are legal and compliant here, if I don't give it a try, how can I be willing" Lei Hao thought silently in his heart.
Either make a lot of money or don't make a profit, in such a open market, Lei Hao can finally untie his hands and feet that are bound and test the water a little.
Chapter 240 Options, Futures Index: