My Age of Investment

  Chapter 1566 Showdown

  The direction of the Japanese stock market and foreign exchange market after the earthquake was basically the same as Xia Jingxing's "forecast".

  During the four trading days after the earthquake, the Nikkei 225 Index plummeted continuously, from 10434 points before the earthquake to 8228 points, a drop of 21.14%.

  In the panic in the market, the international speculative capital who heard the news rushed one after another, all of them were enthusiastic people who came to take advantage of the fire.

For example, Soros, the speculator who jumped at every opportunity, came to join in the fun. For this reason, he made a special phone call to Xia Jingxing, praising Vision Capital for its swift action, which is quite the style of Quantum Fund back then. In addition, he also tentatively asked Xia Jingxing A few words, do you have the idea of ​​breaking the wrist with the Japanese government and the central bank?

  If Xia Jingxing has ideas in this regard, he promises to call on some old friends to join in the show.

  Xia Jingxing didn't even need to think about it, he directly declined Soros's "friendly" proposal, because the old man had no good intentions at all.

   If Ying Jiang didn't get permission, who would dare to beat his dog casually? It depends on the owner.

  In addition, the strength of Japan is not comparable to those of small countries in South America and Southeast Asia. If you want to manipulate other people's exchange rates, if you don't prepare hundreds of billions or even trillions of dollars, you are not an opponent of magnitude at all.

  Take a step back and say, if the central bank of Japan really can't handle it anymore, there is still a way to unplug the network cable.

If Ying Jiang really has the idea of ​​cutting a handful of leeks in Japan this time, Xia Jingxing doesn't mind acting together with the big team organized by Wall Street, just knocking on the side drums and drinking soup along with him, how nice it is, just like last year as old Europe did.

  In addition to the stock market avalanche, the yen exchange rate has also staged an earth-shattering scene as expected in the past few days.

  First, the exchange rate of the yen against the U.S. dollar rose steadily, with a cumulative appreciation of 8.9% in four trading days, once rising to 76.25:1, the highest level since World War II.

   Then the senior Japanese financial officials couldn't sit still. If the stock market crash can be tolerated, then the skyrocketing exchange rate will kill Japan.

At this critical juncture, Japanese Finance Minister Yoshihiko Noda urgently delivered a televised speech, issuing a stern warning to the unscrupulous capital who came to engage in yen speculation against the background of the huge disaster in Japan, and said that the authorities would invest a large amount of foreign exchange reserves Curb the appreciation of the yen, while not excluding the United States and Europe and other Group of Seven (G7) countries to join forces.

  Received the rescue signal from Japan, the Yingjiang authorities responded very quickly and very positively, showing the demeanor of a good big brother supporting the younger brother. In addition to following the Japanese government to criticize the injustice of speculators, the eagle sauce government also stated that it would do everything possible to help Japan stabilize its exchange rate.

  In addition to the government's actions, the Japanese media is also seeking support from the world's public opinion in its own way.

  Especially when the Japan Meteorological Agency announced that the magnitude of the earthquake after the re-measurement was 9, the whole world was silent.

  One picture after another and one video after another fully present the tragic situation in Japan at the moment. After the earthquake broke out, a tsunami with a height of more than 20 meters swept across the city, turning small coastal towns into vast oceans, and then the batteries of cars soaked in the water started to catch fire and explode, and nearby oil tankers, gas tanks, The wooden houses acted as good fuel. The most serious fire burned for two days and two nights. As a result, the disaster was not over yet, and a serious nuclear leak was revealed.

  Earthquakes, tsunamis, fires, nuclear leaks... It seems like the end is coming.

  Seeing this scene of annihilation, apart from netizens from China, South Korea and other East Asian countries, the international community generally sympathizes with Japan.

Taking advantage of this kind of sympathy, the Japanese media began to sell miserably, strongly condemning and reviling the international speculative capital who took advantage of the fire, calling them robbers, thieves, and demons. The power of millions of people will definitely be able to repel these vultures and defend our common homeland. It is quite a bit like "the rise and fall of the empire, this is the battle" posture.

  However, all of this did not deter speculative capital in the slightest.

What's more interesting is that when the eagle sauce government expressed verbal support for Japan, JP Morgan stood up and sang the opposite, and specially published a report, pointing out that any intervention by the Japanese government will have limited effects, even if there is government intervention , It is also difficult for the exchange rate of USD/JPY to return to above 80.

  The waving flag of the old financial giants has given some investment institutions a shot in the arm that are not so firm, enter the market late, and have not made any money. They originally wanted to withdraw, but now they decide to wait and see.

  Vision Capital is not influenced by JP Morgan's report at all, and should do what it should do. Xia Jingxing didn't believe in the integrity of these so-called financial tycoons at all. Maybe when this report was published, JP Morgan had already slipped away.

Due to the various arrangements made in advance, the four trading teams under Vision Capital invested an additional US$2 billion and US$1 billion respectively in shorting Japanese stocks and long positions on the second and third trading days after the earthquake. Except for the yen, there is no further increase in positions.

  At the same time, the first US$7 billion of capital invested in the market also began to exit in an orderly manner with profits.

  While most speculators were still rushing in, or were still not satisfied with the benefits and still chose to wait and see, Xia Jingxing decisively chose to accept as soon as it was good.

  Because he knows very well that the market panic brought about by the earthquake is only suitable for launching a small surprise attack, taking advantage of the fact that the Japanese government has not officially intervened in the market to make a small fortune.

   It is not realistic at all to make a calm layout and make a lot of money like in the last financial crisis, and there are no corresponding conditions.

  In late March, Xia Jingxing once again organized Jiang Ping, Ye Shuhui and others to hold a short video conference.

  The four teams reported to him that all the funds invested in Japan have been withdrawn, and a total of 6.254 billion US dollars in net investment income has been obtained.

  Among them, the team of Ye Shuhui alone created a revenue of 3.171 billion US dollars.

  The other three teams moved a bit slower, but fortunately, the leverage of yen and foreign exchange trading is as high as 50 times, so the combined income created is roughly the same as that of Ye Shuhui.

  After taking stock of the investment income of Vision Capital's operation, Xia Jingxing put aside the affairs of Japan and set his sights on the peninsula on the other side of Japan.

  ...

  ...

  A few days later, Deng Yuanjun and Lin Bing rushed to Singapore in a business jet newly purchased by Fuxing Industry, and personally reported Samsung's latest move to Xia Jingxing.

   "Samsung has completely shown us this time!"

  “They stated that after the memory chip supply contract expires, they will not renew the contract with Renaissance Industries.”

   "The foundry contract for Suan Ni chips also stated that it will not be renewed when it expires."

"Larry Page flew to South Korea in person, and signed a strategic cooperation agreement with Li Zairong in front of countless media reporters. Samsung made it clear that the new Galaxy mobile phone will no longer be equipped with the Android system, and will instead choose Chrome System as the only mobile phone operating system partner, and Samsung will also stop the development of the self-developed system Bada."

   "Samsung Display announced that the price of all panels will be reduced by 20%..."

   "Samsung lowered the quotation of DRAM and NAND chips by 5% again..."

   "Samsung announced plans to invest 10 trillion won to expand LCD panel production capacity..."

  …

  After Deng Yuanjun finished reading one by one, Xia Jingxing smiled and said, "Is there any more?"

  Deng Yuanjun shook his head, seeing Xia Jingxing's calm expression, he gradually relaxed.

   "This is a complete and hard decoupling from us, and it is also the rhythm before the war."

  Lin Bing said with a serious expression: "I don't worry about anything else, except that...Google and Samsung's alliance is very dangerous for Android."

After pondering for a moment, Xia Jingxing said, "Your worry is right. The two companies are now two grasshoppers on the same rope. If Li Jianxi dared to make such a heavy bet, I doubt that it was Larry Page who told him What was promised."

  Lin Bing nodded slightly and said: "Although Samsung is a Korean company, most of the company's equity is actually controlled by Wall Street, and Google is a US company with a lot of energy.

  From the perspective of capital and technology, the combination of the two companies will win us.

   This is not the most worrying thing, what I am really afraid of is... outside the box. "

  Hearing this, Xia Jingxing's eyes gradually darkened. Recently, he felt very abnormal.

  From Vision Capital LP's dissatisfaction gradually, to Cuomo's relentless pursuit, everything reveals a kind of weirdness, as if an invisible net is quickly covering him.

   Now that Samsung and Google have come together publicly, and with the already offended Wisdom Fruit, the forces standing against him are becoming stronger and stronger.

   "Time to act!"

  Under Xia Jingxing's gaze, Lin Bing said with a serious expression: "At least win over a group of people first to relieve some of the pressure we are facing, because time is on our side."

  Xia Jingxing held his breath and thought for a while, then said lightly: "Then let's do it!"

  (end of this chapter)