After divorce, I can hear the voice of the future

Chapter 537 Turn off the lights and eat noodles
"Old Te, what does this mean?"

"The more than 11 billion US dollars of economic and trade cooperation agreed in November is just like a fart? Just let it go?"

"Steel, aluminum, semiconductors, small and medium-sized home appliances, equipment parts, are you serious?"

"It probably hasn't been implemented yet. It's just a temporary draft. Let's see what our mother thinks."

Spokespersons of relevant departments held a press conference to strongly condemn this and hoped that the US side would not act unilaterally and undermine the friendship established between the two sides.

It was a mild condemnation, but this time no netizens accused it of being a cowardly act.

Because anyone with a discerning eye knows that publishing a draft bill in advance is a clear threat.

It's like pointing a gun at you and asking you if you want to surrender. If you don't surrender, I'm going to shoot.

Only the stock investors who learned the news felt like the sky was falling.

Instead of waiting for good news over the weekend, we got bad news.

According to the A-share market’s convention, good news should be treated as bad news, and bad news should be treated as even bigger bad news.

"Ryoko, I was wrong. Please save the child on Monday."

"I just had a dream. I dreamt about the New Year's Day of 16, when thousands of stocks hit the daily limit x2."

"I'm crying my ass off. These past few days, Liangzi has actually been secretly warning us."

"I said it, if there was no news, how could Tianxing reduce its holdings by so much? After all, Liangzi really loves new energy."

"Can anyone tell me what to do on Monday?"

"Let's see who runs faster. Uncle said that it will take 3000 points to penetrate this time."

Mr. Zhang, a stock investor, had a busy day working outside.

I went home and cooked some noodles. I ate them while crying, my tears dripping into the bowl. The room was dark and the lights were off.

At the same time, Meng Changkun received the news and hurried back to the company for a meeting with mixed feelings.

His company mainly engages in foreign trade, including but not limited to importing medical equipment and high-end sports cars, and exporting home appliances, steel, aluminum and other commodities.

Anyway, as long as there is a trade order that can make money, I will take part in it.

A few days ago, I received a reminder from Lu Liang.

On the first working day of the new year, Meng Changkun held an important meeting to settle funds for all trade cooperation.

Under the pretext of investing in new projects and urgently needing funds, they want the money back, even if it means losing money on the exchange rate difference or giving a reasonable discount.

The company had a total of US$2.15 million in unsettled funds, but ultimately only recovered US$1.96 million, resulting in a loss of US$1900 million, wiping out most of last year's profits.

But Meng Changkun is still very fortunate, because his friend's foreign trade company has a full $300 million in payments that have not yet been settled.

The moment Trump announced the news, he directly shouted out a 2.4% discount on the sale. A foreign trade settlement order of 6000 million could be completed with only million. If the money could be recovered, he would make a net profit of million US dollars.

But no one dares to take over. Although the bill to impose tariffs is only drafted, it is a fait accompli that Trump unilaterally tears up more than 200 billion US dollars in trade orders.

The upper level leads to the lower level. Although foreign distributors may still fulfill the contract for the sake of possible future cooperation.

But the road to debt collection will definitely be difficult.

Foreign distributors can completely extend the normal payment cycle by citing foreign exchange deficits and additional tariffs.

If it is delayed for a year or two, it will be easy for them to be delayed to death, and in this way, it will be natural for them to not pay.

Given the current international situation, in order to earn 6000 million, one may lose 2.4 million. The risk is far greater than the benefit. Anyone can calculate this clearly.

Suddenly, Meng Changkun, who was in a meeting, received a call from a friend: "Meng, did Mr. Lu tell you something?"

Lao Meng didn't say anything. The friend laughed bitterly, "If Mr. Lu told me, I wouldn't tell anyone else."

Meng Changkun sighed: "What can I help you with?"

The man asked, "Can you lend me 20 million to use for a few months? The manufacturer is really pressing us."

The development of the foreign trade industry has long ceased to be a business of making money without any investment.

When middlemen make a profit from the price difference, they need to advance the money in advance, and then wait for the foreign distributors to settle the bill before they settle with the manufacturer.

As soon as the tariff increase bill drafted by Trump was announced, the manufacturers went crazy. Those who lived nearby went directly to the company to demand payment for the goods, fearing that he would run away overnight.

“RMB or USD?”

Lao Meng thought about it for a long time and finally agreed.

Although this money may not be recovered, this is the money that brought him into the industry.

The man asked, "I mean dollars, will you lend it?"

"No." Meng Changkun answered very straightforwardly.

He accepted the fact that 2000 million yuan was wasted, and considered it as a thank-you gift to his teacher, but million US dollars was more than he could accept.

Just as Lu Liang said, the cold winter of foreign trade has come.

They are like hibernating bears, and funds are fat. Only by storing enough fat can they survive the winter safely.

"Renminbi is fine." The man smiled bitterly. "Public or private account?"

"Let's just stick with it for a while and see if there's any improvement."

The man asked tentatively: "Meng, does Mr. Lu have anything else to say?"

Meng Changkun fell silent again.

The man laughed: "Sorry, I shouldn't have asked too much."

Not long after, Lao Meng finished talking to his friend. His eyes were complicated and he sighed, "I owe you another big favor."

That night, the entire Internet was discussing what the future economic trends would be like if Trump insisted on his own way.

Lu Liang has been staying in the private equity company on the 17th floor, watching the market of offshore RMB.

A K-line, soaring straight up, broke through the 6.7500 level effortlessly.

In the evening, before the news was announced, the exchange rate was 6.7100.

One piece of news caused a 400 basis point surge.

"How much did you earn tonight?"

Lu Liang suddenly asked, and Sun Yutao quickly called up the real-time data: "If settled now, it would be 2.3 million US dollars."

They lurked in on Thursday, using $60 billion to triple their financing and short the RMB.

With an investment of $180 billion, a one basis point fluctuation means a profit or loss of $57.5.

Lu Liang said in a deep voice: "As long as the bulls counterattack, we will cover our positions and wait until 6.7900 to see the situation."

"Will it break 6.8?" Sun Yutao was surprised.

"maybe."

Lu Liang looked thoughtful and did not give a positive answer.

[On April 4, the offshore RMB fell below 2 for the first time...]

[On April 7, the offshore RMB fell below 5 for the first time...]

July 7 is the day when the tariff increase bill is officially implemented. When negative news comes to light, the market will begin to correct.

As long as you take advantage of these two waves of market conditions, you will get a guaranteed profit of $1 billion.

Lu Liang will remember these two key nodes, especially the one on July 7th.

He will first be a short seller and then a long seller, and try to defeat as many short-selling institutions as possible and make them return all the money they earned from short selling.

The two-day weekend is undoubtedly a happy time for those who do not trade stocks. They just wish they could have a few more days of rest and enjoy the feeling of sleeping until they wake up naturally.

But for stock investors, it is extremely long. Two days, forty-eight hours, every minute and every second is like sitting on pins and needles.

Some people even jokingly said that Monday was the day of judgment, and they were mentally prepared to lose ten points.

That morning, Lu Liang also got up early and came to the company early.

At 9:10, he came to Zhang Jing's office with a steamed bun in his left hand and soy milk in his right hand.

Lu Liang smiled and asked, "How many overnight orders were placed last trading day?"

"If we only count the stocks we hold, it should be more than 400 billion overnight orders."

An overnight order is also called an overnight commission, which is a trading order placed the night before the transaction.

In the A-share trading rules, there is a time priority principle, so the pending orders placed the night before will be executed much faster than the pending orders placed on the same day.

Overnight orders usually only appear on stocks that need to be preempted.

If there is a sudden negative news about a stock, you should place an order in advance, maybe you can get priority over the institution and complete the transaction.

Once the market opens and the price is hit by the lower limit, the principle of large-scale trading priority will be implemented. No matter how they queue, it will not be their turn unless the large order is voluntarily canceled or the large order is bought up by others.

"400 billion for stocks. It seems that quite a lot of funds have flowed out of the market today."

Lu Liang narrowed his eyes. He had no control over other sectors, but the foreign capital and northbound funds in the new energy sector were all locked up in there, and each of them had to honestly protect the market for the country.

"Boss Lu, when are we going to seesaw?"

Zhang Jing asked, they didn't have many chips left.

If their short position line is still above 20% before the end-of-month settlement, they will receive a warning from the CSRC.

Lu Liang smiled and said, "It's a seesaw at the opening, but it can't turn positive in the early trading today. Let's wash some people out underwater first."

The new energy sector has been rising for too long, so take this opportunity to clean out some of the previous profits and attract new people to join.

Therefore, the stock price cannot hit the limit down. If it does, they will not be able to escape and will probably choose to cover their positions and continue to fight stubbornly.

Seven or eight points underwater are the best positions for washing the market.

You can run, but you have to cut your flesh.

(End of this chapter)