Future chat group

From August 14th to August 18th, within five days, the Chinese stock market continued to rise, rising by 200 points in five days, regaining the high of 4,200 points lost some time ago.

For stock index futures, stocks are the spot market, and the rise in the stock market is actually due to the fact that Lei Hao led Chinese capital to win the RMB exchange rate dispute.

When the RMB exchange rate won the decisive battle, it was 6.85. In the past half month, it has slowly regained the 6.8 and 6.75 levels, and has stabilized around 6.7.

What does this mean? When currency recognition is high, the exchange rate is obviously low, and the target country's market is profitable, the foreign exchange market will show that other currencies are exchanged for the target country's currency and enter the target country's market.

Take the RMB as an example. If China wins, the market will recognize your currency status, and then turn around and look, oh, 1 U.S. dollar is worth 6.85 RMB. There is no need to say, exchange the U.S. dollars for RMB, and then enter the Chinese market. In the process, the exchange rate It will rise higher and return to normal levels.

Those who switch first will gain, and those who switch later will not suffer losses. The original short sellers are also negotiating with institutions such as Thunder, Keda, and HSBC. The hedging position agreed upon by everyone is 6.785.

It seems that he has suffered a loss, but Lei Hao cannot guarantee whether he will be successful if he continues to hedge. In addition, due to volume and energy constraints, exiting with a profit is the best choice. Otherwise, if the exchange rate continues to be low, short sellers will have to start again. The wind and waves of short selling are looking for an opportunity to exit. In that case, it will easily trigger a larger-scale battle.

After the contract was canceled and the funds returned, Lei Hao could be described as "so poor that only money was left." However, Dahuaxia was awesome, and the funds that the Thunder could collect back were limited.

At the cusp of this storm, the central bank, the State Administration of Foreign Exchange and other departments are all eyeing institutions such as Thunder, Hanlon and Qingyu. Do you want to bring the total profit of 100 billion yuan to China? impossible.

Even if it were possible, Lei Hao didn't want to do it because... he would have to pay too much tax.

In addition to the profits made from the tens of billions of principals given by the central bank in the final reverse repurchase, the other money, whether it was Lei Ting, Qing Yu, or Han Long, was tacitly dispersed and placed in financial safe havens, and it would take a long time to get it back. Only a fool would be willing to pay a large amount of tax, and it's not useless to leave it outside.

According to Lei Hao's capital operation model, after money reaches a certain level, if he wants to obtain maximum returns, he cannot invest funds in a single market.

For example, if you throw 100 billion into the Chinese stock market, if you don't do long-term business, where will you get the amount to do short-term business? Not to mention the short-term, the mid-term requires a thousand years of opportunities.

But now...the conflict between Lei Lei and Taihe has become more and more acute.

19th, Saturday, afternoon, Yangcheng.

In the conference room of Thunder Investment, there are many elites in the financial circle. According to the size of Thunder, everyone present is a big shot. Even Zhao Lichen, the person in charge of the trading department, is respectable.

The first half of today's meeting was still full of joy. After all, the group made money, but now, the atmosphere seems a bit solemn.

"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. He has been very irritated recently: "It was robbed by Taihe. "

"The project that Anping Insurance has negotiated with us has also experienced some changes." Xia Yibei was also worried.

"The research and analysis department is pretty good, basically..." Yu Rong's recent little life has been quite nourishing: "it stands out."

"Haha, Lao Yu is so proud. After all, it's not that Mr. Lei prefers your research and analysis department." Xiang Yongze spat, but he was slightly excited in his heart. He raised his head and said: "Restrictions on stock index futures will be relaxed the day after tomorrow. Mr. Lei, our funds can keep up."

With a flash, everyone turned their attention to Lei Hao.

There is a conflict of interests between the Thunder Group and the Taihe Group, and the conflict has begun to become acute and has developed to the point where they are stumbling upon each other.

If they all resort to outside moves, Taihe will definitely crush the Thunder. Don't look at Lei Hao's bullishness, financial wizard, and Chinese Tigers, but Taihe is deeply rooted in China and will not give in to the Thunder at all.

The disadvantage of the Thunder is not only the foundation, but also the problem that the interest network is not broad enough. Taihe accepted almost all the funds that should be accepted, but the funds accepted by the Thunder themselves did not account for a large proportion. The teammates also learned to be smart and participated with self-operated funds. The degree was too high, and if the profits were not sufficient, there would have been an internal rebellion long ago.

With his moves off the court, Taihe almost overwhelmed the Thunder and could only parry.

But things changed on the court. The Thunder almost trampled Taihe under their feet. Not to mention the confrontation in the market, even in the field of research and analysis, the Thunder said that the stock market was rising, but Taihe did not dare to say that the stock market was in the middle range. As long as Lei Hao was watching As a prey, Taihe no longer does hedging and comes directly to grab chips.

Both sides fought like crazy, but if you look closely, you can see that no one lost any money.

The unlocking of stock index futures is a general trend, a charge launched by new forces in financial supervision, and a big step in China's financial marketization. For those in the industry, it is a prelude to the showdown between Thunder and Taihe.

In China, currently, there is no hedging method that is more cruel than the battle between stock index futures and the stock market.

What is the historical trading volume record of the Chinese stock market? The number is more than 190 billion that many people cannot believe.

How much are stock index futures? Calculated based on the book contract value, it far exceeds the stock market.

Stocks are the spot market of stock index futures, and there are chain effects on both sides. No market is more suitable than the sum of the two. The Thunder and Taihe will definitely have a battle. In a small market, Lei Hao's performance is too crazy, and Taihe does not dare to fight. , in the case of stock index futures, we have to fight.

After all, the winner takes all in the financial world, and off-market moves are useful but have many limitations. If Taihe cannot defeat the Thunder in the market, the Thunder will definitely reach the top, so the initiative is actually more inclined to the Thunder.

Originally, Thunder and others wanted to delay, but Lei Hao's attitude was to fight decisively. This was the reason why Xiang Yongze was excited.

Whoever wins, apart from the country, will be the one who calls the shots in China’s financial circle from now on, and whoever wins can sit at the top and wait for the next challenger.

Before a new challenger emerges, Lei Hao can leave to scour the international market. When nothing big happens, the Chinese financial market is the back garden of the Thunder.

"If you delay, you will definitely win. Why do we have to fight to the death?" Su Yiwen sighed in his heart.

"Thunder is not afraid of Taihe! We can defeat our opponents!" A group of elites from the investment department muttered in their hearts, with warlike looks in their eyes.

Lei Hao is belligerent. He has never lost in hundreds of major investments since he founded Thunder Group. This has developed the bellicose style of the investment department of Thunder Group. Any tricks used to defeat the opponent are all false. Thunder's style is to force the opponent to death. The opponent appears, and then... kill him!

But only Lei Hao can suppress this group of arrogant soldiers. Su Yiwen's words for a long time are not as effective as Lei Hao's cough in the ears of these guys in the investment department.

Seeing the anticipation and excitement in the eyes of these guys, Lei Hao also felt excited in his heart: "Kill Taihe and reach the top in China!"