From August 14th to August 18th, China's stock market continued to rise in five days, rising 2oo points in five days, recovering the 42oo point high lost some time ago.
Stocks are the spot market for stock index futures, and the rise of the stock market is actually the reason why Lei Hao led Chinese capital to win the battle for the RMB exchange rate.
The RMB exchange rate was 685 when it won the decisive battle, and it slowly regained the 68 and 675 marks in the past half a month, and stabilized around 67.
What does this mean that when the currency is highly recognized, the exchange rate is obviously low, and the target country's market is also profitable, the foreign exchange market will be shown to exchange other currencies for the target country's currency to enter the target country's market.
Take the renminbi as an example, China wins, the market recognizes your currency status, and then turns around and looks, Yo Xi, 1 dollar for 685 yuan, I don't have to say, take the dollar for the yuan, and then enter the Chinese market, in the process the exchange rate will rush up and return to the normal level.
The first person to change has to earn, and the person who changes later does not suffer, the original bears are also negotiating with Thunder, Keda, HSBC, these institutions, and everyone agreed to come out of the hedging position is 6785.
It seems that he has suffered a loss, but Lei Hao does not dare to guarantee whether he will win if he hedges again, and because of the limitation of quantity and energy, it is the best choice to take a profit and exit, otherwise, the exchange rate will continue to be low, and the bears will have to set off a wave of shorting again to seek the opportunity to exit, in that case, it is easy to detonate a wider range of battles.
The contract is closed, the funds are returned, Lei Hao can be described as "so poor that there is only money left", however, Dahuaxia is awesome, and the funds collected by Thunder are limited.
At the cusp of this kind of storm, the central bank, the State Administration of Foreign Exchange and other departments are staring at institutions such as Thunder, Hanlong and Qingyu, and it is impossible for you to bring the total profit of 100 billion yuan to China.
Even if it was possible, Lei Hao didn't want to do it because he had to pay too much tax.
In addition to the profits obtained from the tens of billions of principal given by the central bank's final reverse repurchase, the rest of the money, whether it is Thunder, Qingyu, or Hanlong, is tacitly dispersed and placed in a financial haven, and a large amount of taxes will be paid when it is returned, and it is not useless to put it outside.
With Lei Hao's capital operation model, after money reaches a certain level, if he wants to get the maximum return, he can't invest money in a single market.
For example, if you take 100 billion yuan and throw it into the Chinese stock market, if you don't do it in the long term, where can you get the amount to do it in the short term, let alone the short term, and the medium term will take a thousand opportunities.
But now the contradiction between Thunder and Taihe has become more and more acute. 19th, Saturday, afternoon, Yangcheng.
In the conference room of Thunder Investment, the elites of the financial circle are all together, according to the size of Thunder, whoever is present is a big man, even Zhao Lichen, the head of the trading department, is also a head and a face.
The first half of today's meeting was still jubilant, after all, the group made money, but now, the atmosphere seems a little dignified.
"The place we selected in the Shanghai Free Trade Zone was about to be approved, but," Su Yiwen came to Yangcheng from Hong Kong Island last night for a meeting, and he was very irritable recently: "I was robbed by Taihe." ” "The project that Anping Insurance negotiated with us has also had some changes."
Xia Yibei was also a little worried.
"The research and analysis department is okay, basically" Yu Rong's recent days are quite moisturizing: "One of the best." ” "Hehe, what is Lao Yu's pride, after all, it's not that Mr.
Lei prefers your research and analysis department."
Xiang Yongze took a sip, but he was faintly excited in his heart, raised his head, and said: "The restrictions on stock index futures will be lifted the day after tomorrow, Mr.
Lei, our funds can catch up." ” After brushing it, everyone shifted their attention to Lei Hao.
The Thunder Department and the Taihe Department are competing interests, and the contradictions have begun to sharpen, and they have reached the point of stumbling on each other.
If all of them take the outside moves, Taihe will definitely crush the thunder, don't look at Lei Hao's bullish anger, what financial wizards and Chinese tigers are screaming loudly, but Taihe is deeply rooted in China, and he will not instigate you to thunder at all.
The disadvantages of the thunder are not only the background, but also the problem that the interest network is not broad enough, Taihe has accepted almost all the funds that should be accepted, but the funds accepted by the thunder itself do not account for too large a proportion, and the group of teammates has also learned to be shrewd, and the participation of self-operated funds is too high, if it were not for the profit enough, it would have been rebelled internally.
With off-court moves, Taihe almost overwhelmed the thunder and only had the power to parry.
But the field has changed, Thunder almost stepped on Taihe under his feet, not to mention the confrontation in the market, even in the field of research and analysis, Thunder said that the stock market rose, Taihe did not dare to say that the median shock, as long as it was the prey that Lei Hao was targeting, Taihe would not hedge now, and would come directly to grab the chips.
The two sides killed in the dark, but if you look closely, damn it, you didn't lose money.
The unlocking of stock index futures is the trend of the times, the charge of the new forces of the financial regulator, and a big step in China's financial market.
In China, at the moment, there is no hedging method more brutal than the battle between stock index futures and the stock market.
What is the historical trading volume record of China's stock market, and the number is more than 1900 billion that many people can't believe.
How much is the stock index futures, calculated according to the book contract value, far from the stock market.
And the stock is the spot market of stock index futures, both sides are chain effects, there is no market more suitable than the sum of the two, Thunder and Taihe must have a battle, in the small market, Lei Hao's results are too crazy, Taihe dare not fight, stock index futures, have to fight.
After all, the winner is king in the financial circle, and the off-market moves are useful but restrictive, Taihe can't beat the Thunder in the market, and the Thunder will definitely reach the top, so the initiative is actually more inclined to the Thunder's side.
Originally, the thunder crowd wanted to drag it out, but Lei Hao's attitude was a decisive battle, which was the reason why Xiang Yongze was excited.
Whoever wins, in addition to the country, China's financial circle will be in charge in the future, and whoever can sit at the top and wait for the next challenger.
Before the emergence of new challengers, Lei Hao can withdraw to sweep the international market, and China's financial market is the backyard of Thunder when there is no major event.
"If you drag it out, you will win, why fight a decisive battle" Su Yiwen sighed in his heart.
"Thunder is not afraid of Tai and we can take the opponent down," the elites of the investment department said silently in their hearts, with a belligerent look in their eyes.
Lei Hao is belligerent, and he has never lost more than 100 large investments since he founded Thunder, which has developed the belligerent style of the investment department of Thunder Group But only Lei Hao can suppress this group of arrogant soldiers, Su Yiwen is talking for a long time now, and in the ears of this group of guys in the investment department, it is not as effective as Lei Hao's cough.
Looking at the anticipation and excitement in the eyes of this group of guys, Lei Hao also had a kind of excitement in his heart: "Kill Taihe and reach the top in China":