My Fintech Empire

In the meantime, stay in the villa quietly.

Tian Jiayi, who came back from the company, was also talking to Fang Hong about the market situation. At this moment, she could only see her lowering her eyes thoughtfully: "...According to what you said, most of the funds in the market will be on our side next. In other words, Is it because going long will lead to more and more funds?”

After saying that, he looked up at Fang Hong and found that he had a half-smiling face. Fang Hongyun said calmly: "That's true, but we must also clearly realize that those so-called funds from all walks of life in the market are not essentially the same as us." People all the way."

Fang Hong paused for a moment and added: "You can't expect them to have the same stance and consciousness as us. In their eyes, profit is still the top priority. It's basically not wrong to think in this way."

Having said this, Fang Hong looked at the beautiful assistant and smiled: "Do you know why I would buy some stocks at this time?"

Tian Jiayi looked at him and said uncertainly: "The first person in the village to sell face?"

After hearing this, Fang Hong still smiled: "This is just one of them. It is incidental at best, not the real focus."

Tian Jiayi looked at him curiously, and Fang Hong gave up for a moment before directly telling the answer: "The key point is to show off your muscles to the outside world and show your strength. Why is this? To accurately understand the true thoughts of various funds in the market, What do they think? My answer is that they will not be on my side, but they will not be on my opposite side, but they will be on the side of whoever wins."

As soon as these words came out, Tian Jiayi felt a sudden realization: "I understand, so if you decide to raise a lot of A shares at this time, it is a way to show your strength. The foreign exchange market can suppress the opponent and at the same time, you can also raise a lot of the stock market." , in the eyes of various funds in the market, they will definitely think that we are superior in technology and have a greater chance of winning, so they will stand on our side and it will become an established fact.”

The funds in the market choose to side with the stars, which is reflected in the strategy of switching from short-term to long-term.

Tian Jiayi said to himself again: "They will side with whoever can win. It really hits the mark."

Fang Hong said happily: "The game in the foreign exchange market has dragged on international short capital for more than half a month. I can clearly feel that the short positions are gradually declining. It is time to break this stalemate. The general offensive will be officially launched next Wednesday. The opportunity for counterparties to take a breather will last until the end of the Spring Festival holiday, and the RMB in the offshore market will show a unilateral appreciation trend against the US dollar, allowing domestic investors and stockholders to have a good year."

A-share markets will not be open during the Spring Festival holiday, but the foreign exchange market will not be closed and will continue as usual.

Everyone has seen the performance of the appreciation of the RMB in the foreign exchange market, and naturally has good bullish expectations for the opening of the A-share market after the year. This year can also be more stable, and the interest will not be dampened by the big A.

At this time, Tian Jiayi asked: "To what level is the expected increase?"

Fang Hong thought for a moment and said: "The water level of 6.5 is enough, which means an appreciation of about 1,000 basis points, or an appreciation of 2 percentage points."

If Qunxing Capital really wants to do something in the offshore market now, it would not be too difficult to raise 2,000 basis points in one day, let alone 1,000 basis points.

But you can't do that, because the foreign exchange market involves many things, especially the cross-border trade of import and export. It is not good to have short-term violent fluctuations in appreciation or depreciation.

This game with the foreign exchange market is a protracted battle, and it is impossible to decide the outcome quickly. Unsurprisingly, there will be several rounds of confrontation throughout this year, especially at the end of the year, which will become more intense.

Fang Hong was not in a hurry and just played with them slowly.

Tian Jiayi next to him summed up: "According to the current exchange rate level, it will rise to the level of 6.5 by the end of the Spring Festival holiday on February 15th. Interest and handling fees are not taken into account, nor is leverage. It is just the exchange rate spread. For every short-seller investment, A billion US dollars would result in a loss of 130 million yuan. If all capital costs are included, the loss would have to be magnified by an order of magnitude and would not be less than twenty times. That would be a loss of 400 million US dollars for a billion US dollars..."

There is no doubt that the short army cannot withstand such losses.

Tian Jiayi calmed down his thoughts in his mind and said: "In this competition in the foreign exchange market, mainland flight funds and arbitrage speculation funds suffered heavy losses. They were the biggest losers, and overseas short capital came second."

Hearing this, Fang Hong said coldly: "That's right. Compared to the overseas short sellers, from an emotional point of view, these people who eat in and out are even more hateful. They cashed out crazily, reduced their holdings crazily, distributed dividends crazily, and left their debt burden in a mess on the mainland. , transferred a lot of wealth overseas, stabbed almost everyone in the back, and consumed a huge cost of trust in the entire society, making everyone's business more and more difficult to do, and the interpersonal relationship becoming more and more difficult. The more we distrust each other.”

It can be seen from this that why Fang Hong showed no mercy to this group of people, because these people are really hateful.

Fang Hong sighed, glanced at the ceiling and muttered slowly to himself: "We have harvested these people who are eating inside and outside, and the money will be mainly invested in the technology industry in the future. This round of currency reform in the property market is the last one." As a reservoir, even if the property market does not take the initiative to serve as a reservoir in the future, it will no longer be able to function as a reservoir. If it cannot hold on, the entire fundamentals of the property market will undergo irreversible changes in five years. "

This is the general trend and the law, which cannot be reversed by human power. Even counter-cyclical adjustment will not work if it exceeds the extreme value. No matter how fierce the operation is, it will be in vain.

For example, the cruel reality is that the number of newborns has dropped off a cliff year by year. Anyone with a discerning eye knows what this means for the property market. Not to mention the great reversal of values ​​of the post-90s and post-00s generations in the future. They will simply lie down and stop playing with you. Just like a game if the experience is extremely bad, it is not recommended to play it.

After a moment, Fang Hong's eyes showed long-term thinking and he said to himself: "SGX carries an important mission. After the water reservoir function of the property market fails, funds will flow to the market. This huge amount of funds should be used by technology-based Enterprise capital is taken over, and it is taken over by technology-based industries. Only technological development and technological breakthroughs can bring about huge increases, thus avoiding the cruel situation of stock game."

Breakthroughs in science and technology can bring about a new industrial chain and a blue ocean. For example, the formation of the "Jiutianxing Network" can give birth to a new industrial chain. This is to increase the size and make the cake bigger.

If the increment cannot be achieved and the cake cannot be made big, it will inevitably turn to the stock game.

The stock is a game centered on distribution. To put it bluntly, if you take more, it means he will take less. Those who take less will definitely be unhappy and will be extremely resistant, and various contradictions will naturally appear. Well, when it reaches the point of irreconcilability, someone is bound to overturn the table.

But if you are in an incremental environment, those with assets of hundreds of millions can earn billions, and those with a monthly income of 3,000 can also earn millions, both of which are acceptable and satisfactory. As long as we are in an incremental environment, even the biggest conflicts will disappear.

Another major task of the SGX is to allow technology capital to take over the huge influx of funds after the property market reservoir is pierced in the future, and to prevent financial companies from listing here. This is why technology companies are the mainstay.

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