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"The Qingyuan Securities case involves a small amount of funds, but it is a judicial loophole in stock credit transactions."

"Legal provisions cannot limit the leverage of capital markets."

"The manufacturing data is stable, and there may be room for growth in the future."

The tacit understanding of big capital began to create a market full of disagreements, first throwing out positive opinions, and then denouncing them.

"If there are loopholes, they will be filled. Strengthening supervision is a foregone conclusion, and members of Congress have proposed new legislation."

"South Korea's trade has shrunk significantly and its surplus has become smaller, which may affect the stock market."

"The situation is volatile and the tertiary industry is facing a cold winter."

The capital market is like this. Only when there are differences can there be volume and energy. If the market is always dead or alive, then everyone does not need to trade and can just watch the price changes.

Whether it is bearish or bullish, when positions are insufficient, there is only one tacit understanding of big capital: to maintain divergent opinions in the market.

Only in this way will the emergence of volume energy not be sudden, only in this way will the trading order become active, and only in this way will both long and short sides have the opportunity to build positions.

For retail investors, they need to extract useful things from this information and then operate it. The same is true for big funds, but what everyone is playing is the manipulation of market psychology. In the final analysis, the capital market is the same as elections. You get The more votes you have and the more funds follow you, the market will develop in the direction you expect.

Now, it’s about early hedging.

A large number of buying and selling orders were thrown out, the Korean capital market was seriously divided, the turnover rate continued to rise, and the energy column soared to the sky.

On October 10, in just one morning, the trading volume of the Korean stock market exceeded 10 billion US dollars, which is more than 10 trillion, which is almost two or three times the usual daily trading volume.

In the afternoon, the market exploded again with the same amount of energy as in the morning.

On Wednesday, October 11, the volume dropped, but the figure of US$16.8 billion was shocking enough.

On Thursday, October 12, the volume exceeded US$14 billion, and the slowing trend is obvious.

After three days, the most obvious phenomenon is that big funds have handed over pricing power to the market, which is the so-called 70% of retail investors.

Whether they are long or short, everyone chooses to compete at the pricing point of the market trend.

But it cannot be said that big funds have lost their decisive power. Let alone the funds that are enough to guide the market direction, just exerting influence from the information and policy aspects is enough to achieve the goal.

For example, I directly publish a research report on the market on the "Daily Economic News", and then invest money to guide the market to develop towards my analysis conclusion. This is the way to exert force, and the final result can affect other market participants.

Media like "Daily Economic News" have "morality", or they have different interests. They need to maintain their "neutral" and "objective" stance, but the most important thing is to maintain accuracy.

If the bulls have the advantage, the media will be biased in that direction. If the shorts have the upper hand, the media will take advantage of the trend and belittle the capital market. Coupled with the influence and internal relationships exerted by various institutions, the voices in the market will eventually diverge.

The weekly trading volume has steadily exceeded 50 billion US dollars, which is a breakthrough for the Korean stock market. What is even more amazing is that the KOSPI index has been hovering below 2150. With high volume and low amplitude, even a fool can see that this is Extremely serious long-short divergence occurred.

"This is the financial circle." People who knew about it but were outside the circle were shocked.

Thunder stock market holdings exceeded 8 billion US dollars, and institutions such as Hanlon, HSBC, Qingyu, and Keda increased their holdings by more than 10 billion. Foreign exchange, options, and futures fluctuated with the trend. Everyone silently adopted the strategy of not hedging off-site and only fighting on the market. The purpose is to prevent half of the power from being dispersed outside the field.

By this time, it was clear to everyone that it was time to show off.

Institutional positions are almost exposed to other market participants, long and short positions have reached a critical point, and the market's tendency to expand amplitude cannot be suppressed at all. Everyone... each relies on his own ability.

Lei Hao didn't even run out of cash. In order to retain more cash, he even used a considerable proportion of the financing limit in order to retain enough power for use now.

"It's time to pull up the index." This is the thinking of the bulls.

"It's time to start suppressing the index." This is the thinking of the bears.

In the afternoon, when the stock market closed, the Korea Stock Exchange issued an announcement to strictly investigate illegal leverage transactions.

Immediately afterwards, a South Korean congressman stated that he had submitted a new bill targeting stock credit trading.

The Ministry of Commerce of China announced that it has reached a cooperation intention with Korean companies. The two parties will cooperate in fields such as automobile manufacturing and electronic semiconductors.

Park Hae-wook and other pro-China factions jumped out and said that this was another milestone in the friendly cooperation between China and South Korea. They pushed the media to analyze the data. The meaning is very simple, there is money to be made!

In order to determine the market direction on Friday, both sides made moves one after another, and the mainstream voice in the market was in chaos.

Normally, there are both good and bad news. In the end, the market will maintain a narrow range of fluctuations. If the market is relatively closed and market participants have low ability to think independently, the situation will still turn into a capital hedging situation.

This is not a good situation for the Thunder. They are outsiders, and anyone with a brain knows that the short capital sitting on the home court will not let go of trying to win the support of their own government.

Besides... I have no intention of playing tug-of-war with you.

Late at night, the United States announced that it would launch discussions on the US-South Korea Free Trade Agreement, which would affect automobile manufacturing and other fields. The Federal Reserve once again announced plans to raise interest rates.

Candidates for Japan's next prime minister have raised the banner of renegotiating the China-Japan-South Korea Free Trade Agreement.

The IMF once again accused China of currency manipulation, and Japan and South Korea followed suit.

Red capital, pro-China capital, HSBC, Keda and other institutions expressed their discomfort.

Difficulties are foreseeable, but bulls never expected such a difficult situation.

From exchange rates to trade agreements to political situations, the United States, Japan and South Korea have overexerted themselves.

There are also some dumbfoundings within the Thunder. The financial industry is an industry that connects all fields, but it does not mean that if you force yourself to be willful, you can do whatever you want.

Every agreement between countries is based on the exchange of interests. If you use the knife casually, the losses will not be borne by one party. If you use too much force, it will lead to a situation where the gains outweigh the losses.

For example, you are feeling good now, but you have made the KOSPI index drop by exerting excessive force. Do you want it to rise back up in the future? That's not that simple.

The bright moon is in the sky, and the night is like a wash.

Late at night, the Thunder was still having a meeting, but everyone felt a chill. The short sellers were using too much force and were obviously targeting the Thunder. It was unclear what would happen in the long term, but short-term decline was doomed.

"Mr. Lei..." Everyone wants to say something, but in the face of this great trend, others are obviously hurting others with their own will. What can you do?

"It's okay, wait a minute. You have to know that South Korea is a wonderful country." A strange smile appeared on Lei Hao's face.

Late at night in Yanjing time, at noon in Washington, the United States announced that it would expand the scale of joint military exercises with South Korea.

It seems like this is a bad thing, because it will cause further tension in the surrounding situation. However... Lei Hao finally waited until the moment when these guys made themselves self-defeating.