Late at night, the meeting was adjourned.
The late autumn in Shanghai and Shenzhen has a slight coolness, such as working overtime all night, which is a bit too tiring for financial executives, and most of them start to assign tasks to subordinates who are still waiting for instructions in the company after getting the information.
It is a huge variable in the market, and this is the reason why top financial institutions have more earning power than others.
Just like the group of institutions such as Thunder, Qingyu, Hanlong, and Xinfeng, they communicated directly with the Central Bank of China tonight, so it is difficult to say anything else, and the attitude of the Central Bank of China will be known to everyone in advance in the financial market next week.
Based on this information, institutions can derive more accurate data than others, and then follow the trend.
As the top executives of the central bank, Yuan Jigong and Liu Yunqing look at the problem from a different angle, they don't want profits, they want to promote strategic layout.
Sitting in the car, Liu Yunqing still had an obviously dissatisfied expression on his face, looking at his silent boss Yuan Jigong, but he was not qualified to explode.
"Why does Comrade Yunqing have any opinions" Yuan Jigong also hid some unpleasant words in his heart, and while he was on the road, he simply chatted with Liu Yunqing.
"Yuan Xing, I think" Liu Yunqing shook his head and said, "Some of these private institutions don't know what to do. ” "Oh, why" Yuan Jigong smiled.
"The US-South Korea Free Trade Agreement is to be negotiated, and from the perspective of the content of the dispute and the direction of the negotiation, this is the victory of North American institutions in exchange for the South Korean market" Liu Yunqing is a direct subordinate of Yuan Jigong, who is in charge of the International Division, so the relationship between the upper and lower levels is also relatively close, and he is not afraid to talk eloquently.
Yuan Jigong listened to Liu Yunqing's narration, and the smile on his face remained unchanged.
"Throughout the history of China's financial exhibition, which thing can be separated from our central bank, and 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 been understood and supported by this group of institutions, which is considered to be a bad thing."
Liu Yunqing continued: "I don't believe in the so-called kosi top determination, this matter itself is a variable, and we are the power that can affect the variable, the lion fights the rabbit with all his strength, not to mention the two tigers fighting" "Yunqing, 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 pondered for a moment, and then continued: "Lei Hao is also different from others. ” Listening to Yuan Jigong's words, a surprised expression appeared on Liu Yunqing's face, some of which were pretended, but there were also real emotions.
The first half of Yuan Jigong's sentence was in Liu Yunqing's plan, he deliberately said his analysis, so that his boss had a chance to "guide his subordinates", while the second half of the sentence was completely off the track.
"Lei Hao is different from others" Liu Yunqing was a little silent, but quickly firmed up his attitude: "I don't think I 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, and accumulating advantages and pushing variables to determine in their favor is a fixed operating method.
Lei Hao knows this kind of rule, the revision and negotiation of the US-South Korea FTA, and the current direction of negotiations is South Korea's profit, which means that South Korea will get more trade surplus, which requires a cost, and the cost is paid by the United States.
For example, cars with an exhaust volume of less than 3 produced in South Korea were originally subject to taxes, but after the renegotiation of the free trade agreement, these products do not need to be taxed when entering the United States, so the Korean automobile manufacturing industry will get more profits, create more jobs, and contribute more to the country's economic development.
However, these costs are paid by the United States, and if they are not supplemented in areas where the United States is advantageous, such as agricultural products, South Korea gains and the United States suffers.
The United States will certainly have to earn back these efforts from other places, and the securities market is one thing, and the military and political fields must also gain something.
On the other hand, in the later period, after paying the political and military costs, South Korea may put pressure back on the KOSI index, and even if the situation allows, the United States will take things back from the economic field.
From the perspective of the financial industry, after these actions, everyone made money in the KOSI index as soon as it went up and down.
Equilibrium is a long-term trend, while short-term imbalance and long-term equilibrium provide profit conditions for top-level institutions.
Lei Hao is playing away, and his view is that the technical pullback will ignore a large number of positive fundamentals, and the deeper view or even a large number of positive will allow 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 the fundamentals, but this is a variable, not a certainty, you originally had a 5O certainty, if I make a move, the possibility will be increased to 6O, or even 7O.
But this kind of improvement comes at a cost, and institutions such as Thunder, Hanlong, and Qingyu don't want to pay for these costs Lei Hao's answer was no.
In the early hours of Saturday morning, most of the Chinese side have already fallen asleep, but in North America it is Friday daylight hours.
The US-South Korea FTA, in general, has not been approved by the US Congress, so this document is mutilated and uncertain, and after the news of renegotiation, regardless of the mainstream voice, the US stock market will use its own volatility to express its attitude towards this information.
When China saw the sunshine on Saturday, the U.S. stock market closed smoothly, individual stocks rose and fell, but there were obviously funds in the protection of the disk, obviously, the operation methods of North American institutions did not surprise Lei Hao, and they still had expectations for the market outlook.
This is not good news for the bears in the Korean market, the more the opponent pays, the more they want to get, this is an equation.
Everyone's hearts have risen a little more.
In the next two days, needless to say, all kinds of overtime, analyzing data, predicting and studying possible signals from fundamentals, and adjusting the detailed steps of the plan.
Lei Hao stayed in Shanghai, but he didn't even go back to Qiu's house, and the two-hour round-trip drive was too luxurious for him.
Monday, November 27th.
The hustle and bustle of the weekend has passed, the tricks have been made, and everyone knows that today is the key event to see the trend of victory and defeat.
If so many preparations have been made, the selling order still appears on time near the 26oo point, and the bulls will completely collapse
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