Chapter 1190 (1/2)

It's a new week.

It's Monday, October 6, and a group of people from Linhai manor in San Lucas, Southern California, set off before 7:30 a.m.

A weekend of fun and exhaustion.

Britney Spears, Vanessa Johnson and other girls didn't get a little more energetic until they boarded Simon's Boeing 767. Last Friday, when they arrived early, they just took a normal Gulfstream V, which was the first time they entered Simon's legendary Boeing.

However, curiosity still couldn't resist fatigue. After the plane took off, the girls ran to the cabin bedroom to catch up.

Apart from Simon, only the older three girls, Amy Adams, Jessica chastan and Lina Kane, didn't have a rest. Lina officially told Amy that she was going to quit her present job and become the agent of Jessica.

Now that she's attached to Simon, Lena can actually poach the two girls together without any future trouble. However, she doesn't intend to do so. At the same time, she takes care of two female stars who are competitive and are expected to be on the front line. It's difficult for her to be even in a bowl of water. After a long time, it's hard to avoid discord. It's better to choose only one.

More importantly, of course, Lena now has more choices.

Not only Jessica chastan and Paul Greengrass, but also ”the witch Blair”, which is going to be handed over to Paul Greengrass, is almost handed over to Lena by Simon, which is enough for her to work for a long time and develop a few potential customers by the way.

Unlike the girls who run to catch up, Simon gets on the plane and immediately starts his busy work.

In the morning on the west coast of the United States, it's already night in Asia.

Simon sat down in the front office of the Boeing 767 and got the first news that the Hong Kong stock market fell sharply.

In fact, after reaching the highest level of 16000 in early August, accompanied by the Asian financial turmoil, the Hong Kong stock market has gone through two rounds of sharp ups and downs in the past two months, each cycle is about one month.

The sharp drop from the end of August to the beginning of September dropped from the highest above 16000 points to more than 12000 points, nearly a quarter of the Hong Kong stock index. Another trough from early September to early October, the lowest point also entered the range of 13000 points, and finally returned to 15000 points.

As of Friday's close, the Hang Seng index was 15133.

Facing these two rounds of ups and downs, ordinary people will only think that it is the normal fluctuation of the stock market under the financial turmoil. Even most financial practitioners can hardly see the joints. However, for some of the top players, the inside story is very clear.

The two consecutive rounds of sharp decline and rise are all caused by international speculators' hoarding of chips.

During this period, the governments of most Asian countries and regions have focused on currency. The same is true of Hong Kong. Seeing the collapse of Thai baht, Indonesian rupiah, Malaysian ringgit and other currencies, Hong Kong has begun to guard against it. In recent months, it has increased the short-term money lending rate by a large margin.

, however, this time, the target of international speculators is not Hong Kong dollars, but rather a doubling of the past two years. It can even be said that the Hong Kong authorities' strict defense of the Hong Kong dollar has resulted in a shortage of cash in the market and, to a large extent, made the Hong Kong stock market more vulnerable.

Today, unlike the previous two fluctuations, the real attack officially began.

For the whole day of October 6, the Hong Kong stock market fell 2.3%, from 15133 at the opening to 14776 at the closing. The 2.3% decline seems small, but it is the biggest one-day decline in the last 30 days.

And this is just the beginning.

Simon had a detailed understanding of the general situation of the Hong Kong stock market on Monday and had several phone calls with China and New York to discuss various issues.

Simon in Hong Kong certainly does not touch it.

However, in North America, since last month, cersei fund management's hedge team has begun to lay out a large number of short positions in Dow Jones, S & P 500 and even specific hot stocks.

You know, in history, the first circuit breaker in the US stock market after the 87 stock market disaster was set up in October 1997. To be exact, it was October 27, 1997, when the Dow Jones index fell by more than 7% in a single day.

This time and space, because of the early collapse of the NASDAQ index in March, the first fusing of US stocks has occurred, but that is the NASDAQ.

Dow Jones is still in its infancy.

In other words, according to the ”reflexivity theory” of Soros that market participants will affect the market trend in turn, it doesn't matter whether they are small fish or small shrimp. The more big players in the market, the greater the impact on the market in turn. As a giant dragon like the Westeros system, a little action is a big storm.

Therefore, it is not only the NASDAQ index, but also the Dow Jones, because of the addition of such a big Mac as Denise entertainment, the trend of the index is also different from what it used to be.

In March of this year, before the collapse of the Nasdaq, the Dow Jones index was close to 8000.

However, compared with the gloomy technology stock market, the Dow Jones index just followed the NASDAQ index for three months and rebounded in the second half of the year. The Asian financial turmoil in recent months has stimulated the US dollar to escape from the backflow. Unlike Nasdaq, which is still falling, the Dow Jones index has risen more rapidly recently and has returned to 7000 points during this period Above high.However, under the wave of globalization, when the impact of related markets exceeds a certain limit, other countries and regions are hard to be independent.

With the arrival of the second wave of the financial storm, this time, the US stock market will also encounter a shock.

Even if the level of circuit breaker will not drop again, the downward trend can be judged basically. Of course, as a latecomer, Simon's judgment is far more accurate than other people's, even if the westero system begins to seriously affect the market.

Such an opportunity, of course, will not be missed.

Nasdaq market has no room to operate, so obvious decline, no one to follow up, cersei capital want to establish short is not easy. After all, the hedging market is a zero sum game. It doesn't mean that you can build a short position of $10 billion. You need someone to bet with the same multiple positions.

The Dow Jones and S & P 500, which are back to the high point, are the hot speculators recently.

Simon can be more accurate bearish at the same time, many people will also be bullish, that the dollar will continue to return, thus pushing up the market.

Therefore, although Simon asked him to give up Hong Kong, neither cersei capital nor Soros's Quantum Fund was idle. As long as the local government operates properly, its profit will not be much less than that of Hong Kong.

In the front study.

Simon just hung up the video phone call of a person in charge of cersei fund management company, and a girl's internal phone call came to say that Soros was online.

Connect video communication again.

After greeting Simon, he found out that Soros had left New York and was in Hong Kong. He also said that he had just met a big man in China secretly during the day.

This surprised Simon.

Soros didn't sell off, and then said, ”Simon, after serious consideration in recent days, I've decided to accept your opinion.”

Simon looked at the smiling old man on the computer video screen and said with a smile, ”wise choice.”

At the same time, I understand immediately.

Now that the decision has been made and Soros has just said a secret meeting, it is obvious that this financial tycoon intends to follow Simon to bet on China without reservation. No accident. Next, he will turn around and attack international speculators in Hong Kong in order to gain a big favor directly.

This is Simon's original plan. Soros has now abandoned Simon as a middleman.

Simon doesn't mind that either.

In any case, it is the result of his help in lobbying and mediation, which can not be ignored.

Soros is still smiling: ”you probably guessed that, yes, I will choose to speak publicly according to your original suggestion, including substantive investment in China, and suddenly contact you. That's why, Simon, I have a good list here, which has been passed to your assistant. After all, I'm not familiar with China. If you can join us, it's better . Oh, to tell you the truth, this is also the advice given to me by the one who met today. He hopes I can pull you up. ”

Soros said, a girl has knocked on the door, gently put down a just printed document and left again.

Simon opened it directly.

After a glance at the catalog, I saw the first item with a slightly odd expression.

Hangzhou Xiaoshan airport.

Soros is really interested in China's aviation investment.

In my memory, a large domestic aviation consortium with a lot of topics ended up in bankruptcy, which was invested by Soros in the early stage.

Keep looking down.

Suzhou Hangzhou Expressway.

It's another big project, and it's something Simon doesn't really want to touch.

At present, China is still in the stage of development. However, Simon certainly knows that with the subsequent economic take-off, especially in the Yangtze River Delta, there is too much oil and water and too much hemp on expressways.

Simon remembers a story.

An entrepreneur was borrowed by the local government, but he couldn't afford to pay back the financial crisis. He simply built a high-speed toll station and said that he would pay off the debt in five years. As a result, he recovered all the debts in two years. Entrepreneurs are also wise, instinctively feel that this cheap can not continue to occupy, to recover the debt directly chose to demolish the toll station.

However, on the other hand, China's expressways are crying about losing money everywhere.

There are so many doors in it that people can't fix it.

It wasn't until he saw the third project that Simon got a little bit interested.

China Telecom.

Obviously, this is not the Hong Kong Branch of China Telecom listed in Hong Kong and New York. The Hong Kong branch is exactly the predecessor of China Mobile. At present, it mainly deals in mobile communication business. After IPO last year, it is divesting mobile communication assets of various provinces in China.

Glancing at the brief introduction attached to the catalogue, financing is used for the construction of Internet broadband network.

Many people don't understand the origin of China Mobile, China Telecom, China Unicom and other companies. In fact, it's very simple. At the earliest time, all these telecom companies came from the Ministry of Posts and telecommunications, except for the special Tietong, which belongs to the Ministry of railways. China Mobile was the first one to go public in the name of China Telecom (Hong Kong) in the late 1990s to finance the expansion of mobile communication business.Because after drinking the first soup, we took the first step. Later, mobile has been better than other companies in the field of mobile communication. Later, both China Telecom and China Unicom were separated from the post and telecommunications network. During this period, there were Netcom, Weitong and so on.

And then, after a period of competition, it finally came to the three families.