After divorce, I can hear the voice of the future

Chapter 219 Good for the economy, but bad for capital

The night is long, and I don’t know when the US non-farm employment data and unemployment rate data will be released.

Lu Liang was bored and was about to open Twitter when he suddenly remembered that the last time he was blocked, he swore that he would be a dog if he used it again.

I had no choice but to give up. Anyway, Wen Chao was helping me keep an eye on the statistics of the Labor Bureau, so I would be able to find out immediately if there were any updates.

Lu Liang was also happy to have some free time, so he went to domestic forums to see what had happened recently in various industries.

Autumn is coming, and September and October are the harvest season. With harvest comes expenditure, and all forces in the automotive industry are ready to move.

Ideal fired the first shot in the new energy market in September and announced that it plans to hold a new car launch conference for Ideal ONE on September 9.

Following closely behind is the Xiaopeng G3 in Guangzhou, then the Maodou 3 from Tesla, and then the second model in BYD's Dynasty series, the Song.

Just as Li Bing speculated, this model is a compact SUV for family use, available in plug-in hybrid and pure electric versions, with a pre-sale price of more than 20 yuan.

Old forces have also begun to enter the market, but they are not the old and powerful car companies such as BAIC, FAW and SAIC, but Wuling Motors, which is known as the king of vans.

Six years ago, as soon as Wuling Hongguang was launched, it was hailed as the Light of the Earth and was also praised by many magazines such as Forbes as a super car worthy of being recorded in history.

The Earthlight lives up to its reputation. After six years on the market, the current domestic market share exceeds 400 million units. It has consistently ranked among the top three in the domestic car sales list. Nearly 150 million units have also been exported to Asia, Africa and Latin America, and it is well-known overseas.

This time, they are making a big move and are about to release a pure electric new energy sedan called Hongguang mini.

The price has not been announced, but the first digit is 2. But we can first rule out yuan. After all, Hongguang only sells for to yuan. Looking at the shape, it looks like a smaller version of Hongguang. If you remove the trunk, it looks similar to a chopped pepper fish head.

More than 20,000 is the price of this new car.

Lu Liang laughed dumbly and said to himself: "Old Luo's words have been taken away by others. Let's make friends in the true sense."

He pondered for a moment, and soon figured out the reason. Even if he could make money from a car worth more than 20,000 yuan, the profit would be very limited.

Yadi's two-wheeled vehicles cost several thousand yuan, not to mention the four-wheeled vehicles covered with iron sheets and can be used on the road. Even if it is produced and sold by itself and costs are cut, the cost of the entire vehicle cannot be low.

It is probably for the settlement of new energy points at the end of the year, as well as subsidies from local policies. Given Hongguang’s good sales, the carbon points generated are an astronomical figure.

Although no one is buying and selling new energy credits yet, the market price of one is around 2400 yuan.

If the Hongguang's 1.2L displacement is taken as an example, it exceeds the carbon credits allocated by the state, and each car sold in the future will require approximately 1.8 credits to offset, which is 4560 yuan.

The Earthlight is a high-volume model. If it were to purchase new energy credits from other automakers, it would probably be working for them.

Why not try one yourself?

Anyway, they are all called Hongguang mini. It is nothing more than a reduction in size. It is not troublesome at all. If it explodes, you will make a lot of money, and if it crashes, you will not lose money.

"I really want to get one and drive it."

Lu Liang touched his chin, feeling a kind of excitement that even the top supercars could not give him.

Although I know that this model probably won’t run fast and probably can’t go on the highway, it’s like a big toy.

A drivable toy car that is enough to make up for the missing childhood of every man. It’s a pity that there is no convertible version, otherwise it would be a must-have.

Lu Liang had been surfing the Internet and saw the follow-up of the Wang Bao incident. He couldn't help but sigh, it was so miserable. He was almost left with nothing, and he didn't even know whether the child was his.

He was very glad that he had not decided to have a child so early because of the pressure of mortgage. Otherwise, with a child as a bond, it would be a difficult and confusing matter now.

Wen Chao hurried over to tell me that Mr. Lu had just finished eating melons. At about 10 p.m., he said, "Mr. Lu, the U.S. Department of Labor has announced the second quarter's non-farm payroll data and unemployment rate."

Nonfarm payrolls increased by 8 in August, far exceeding expectations of 22.8, and increased by 19% year-on-year.

The unemployment rate has dropped significantly, from 4.8% at the beginning of this year to 4.1%, which also indicates the improvement of the labor market and economic growth.

There is no doubt that both data are good for the US dollar, indicating that the US economy is very healthy, especially in the labor market.

Wen Chao couldn't help but feel a little worried. They were shorting the Dow Jones, which was obviously huge good news.

“It’s good news, but it depends on the market.”

Lu Liang shook his head slowly and smiled mysteriously.
But what is good for the economy is not necessarily good for capital. Because capital created a term called appropriate unemployment, in order to adapt resources, stimulate labor enthusiasm, and enhance corporate vitality, it will have a positive impact on population production control, reasonable population migration, and education policy adjustments.

It sounds like being unemployed is a good thing, but the truth is, if everyone has a job, how can the scarce resources be sold?

In a capitalist society, labor and talent are both commodities. If the human commodity is in a state of oversupply, the price will definitely be in favor of the buyer.

Maintaining a certain unemployment rate makes it easier for companies to manage their employees. In simple terms, if you don’t work hard today, you will have to work hard to find a job tomorrow.

At the same time, with the release of the two data, the U.S. stock market rose slightly for a while, and then directly opened the downward channel.

Not only is the unemployment rate lower than expected, but also there is uncertainty about monetary policy after the Federal Reserve raised interest rates three times last year, which has put pressure on the stock market.

More importantly, the U.S. stock market has been rising for eight years, and institutions and investors have been chasing the dragon for eight years. They see enemies everywhere, and any disturbance may trigger a chain reaction.

A large number of institutions have begun to technically reduce their positions in order to face the subsequent market correction.

But they underestimated the power of the eight-year itch. Like a domino, they pushed down the first domino with their own hands.

A large number of investors followed the institutions, funds fled, and the good news of low unemployment suddenly turned into bad news.

Super blue chips led by Microsoft, Apple and Amazon were unable to withstand this wave of offensive.

The collapse of blue-chip stocks triggered the rising and falling effect of passive funds.

This led to further declines in the three major main boards.

Funds flowed out into the international gold market for safe havens, causing a sudden surge in the international gold price.

The news of the sharp rise in gold prices spread to the U.S. stock market, attracting a large number of investors to abandon U.S. stocks and follow the trend to go long on gold.

As one thing rises, the other falls. The more gold rises, the harder the U.S. stock market falls. The Dow Jones Industrial Average instantly fell below 1%, a sharp drop of 198.5 points.

Lu Liang's $4 billion short order has a current profit of only tens of millions of dollars because no leverage was used.

At the same time, they also built positions at a low price in London gold, US$1 billion, divided into margin and operating funds, and magnified US$500 million five times.

Buy at the price of 1721, the current increase is 1.25%. Investing $10 billion in London gold will yield the same return as shorting the Dow Jones for $40 billion.

Wen Chao's eyes were full of admiration. The more he got to know Lu Liang, the more insignificant and ignorant he felt.

What the public thinks is good news is just that the public thinks that Lu Liang always goes his own way and is always proven to be right afterwards.

Little did he know that Lu Liang, who was great and righteous in his heart, was stroking his chin, thinking about how to cheat others.

As long as the US dollar hegemony exists, the US stock market will definitely rise, and the short-term decline is just a technical correction.

It is obviously unrealistic to expect that the A-share market will be almost halved like last year. The surge in U.S. stocks is an irreversible trend.

At two o'clock in the morning, the Dow Jones Industrial Average has been in a downward trend. The current price is 19405 points, a drop of 700 points.

There is still about 300 points left to go before the lowest point, and the correction should be completed in one go today.

Lu Liang and his men should almost prepare to close their positions.

But before closing his position, he took photos.

I plan to send it to Xiao Wang after closing my position, so that he can have the opportunity to show off.

Because Lu Liang decided to go long after closing his positions and buy blue-chip stocks at a low price. Through Xiao Wang's channel, others also knew that he was shorting the Dow.

At that time, I should be able to trade against him and help him raise the share price of the stocks he buys.

It can be said to serve multiple purposes.

　There are two guaranteed chapters in the afternoon and evening.

　　Next update at 6 o'clock.

　　
　
(End of this chapter)