My Age of Investment

The trend of Japan's stock and foreign exchange markets after the earthquake was basically the same as Xia Jingxing's "prediction".

Within four trading days after the earthquake, the Nikkei 225 Index continued to plummet, from 10,434 points before the earthquake to 8,228 points, a drop of 21.14%.

When the market was in panic, the international speculative capital that rushed to the scene after hearing the news were all enthusiastic people who came to take advantage of the situation.

For example, Soros, the speculative master who exploits every opportunity, came to join in the fun. For this reason, he made a special phone call to Xia Jingxing, praising Envision Capital for its rapid actions and its style of Quantum Fund. In addition, he also tentatively asked Xia Jingxing asked if he had any thoughts of breaking ties with the Japanese government and central bank.

If Xia Jingxing had this idea, he promised that he could call on some old friends to support him.

Xia Jingxing politely declined Soros's "friendly" proposal without even thinking about it, because the old man had no good intentions at all.

Without Yingjiang's permission, who would dare to beat or maim his own dog? Beating a dog depends on whether the owner is good or not.

In addition, Japan's strength is not comparable to that of small countries in South America and Southeast Asia. If it wants to manipulate other countries' exchange rates and does not prepare hundreds of billions or even trillions of dollars, it is not an opponent of this magnitude at all.

To put it bluntly, if the Bank of Japan really can't handle it anymore, there is still a way to unplug the network cable.

If Yingjiang really has the idea of ​​cutting Japan's leeks this time, Xia Jingxing wouldn't mind joining the big team organized by Wall Street for a while, just banging the drum and drinking soup along with it. It would be great, just like last year's Just like old Europe did.

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

First, the exchange rate of the Japanese yen against the US dollar continued to rise, 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 Japan's senior financial officials couldn't sit still. If the stock market crash could be tolerated, then the skyrocketing exchange rate would be Japan's fate.

At this critical juncture, Japanese Finance Minister Yoshihiko Noda gave an urgent televised speech, issuing a stern warning to unscrupulous capital who came to engage in Japanese yen speculation in the context of the huge disaster in Japan, and stated that the authorities would invest a large amount of foreign exchange reserves. To curb the appreciation of the yen, it does not rule out joining forces with G7 countries such as the United States and Europe.

After receiving the rescue signal from Japan, the Yingjiang authorities responded very quickly and proactively, acting like a good big brother who supported his younger brother. In addition to following the Japanese government in criticizing the unjust acts of speculators, the Hawking 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 are also using their own methods to seek support from public opinion around the world.

Especially when the Japan Meteorological Agency announced that the magnitude of the earthquake was remeasured to be 9, the whole world fell silent.

Picture after picture and video after video completely present the tragic situation in Japan at this moment. After the earthquake broke out, first a tsunami with a height of more than 20 meters swept through the city, turning every small coastal town into a vast sea. Then the batteries of the cars soaked in the water began to catch fire and explode. Nearby oil tankers, gas tanks, The wooden houses also served as good fuel. The most serious fire burned for two days and two nights. As a result, before the disaster was over, a serious nuclear leakage was revealed.

Earthquakes, tsunamis, fires, nuclear leaks... it feels like the end is coming.

Seeing this scene of world destruction, except for netizens from East Asian countries such as China and South Korea, the international community generally sympathizes with Japan.

Taking advantage of this sympathy, the Japanese media began to make misery, strongly condemning and reviling the international speculative capital that took advantage of the situation, calling them robbers, thieves, and devils. At the same time, they also called on the people not to panic, to have confidence in the government, and to concentrate 128,000,000 The strength of millions of citizens will definitely be able to repel these vultures and protect our common homeland. It is quite similar to the attitude of "the rise and fall of empires depends on this battle" back then.

However, all this has not deterred speculative capital at all.

What’s even more interesting is that when the Japanese government expressed verbal support for Japan, JP Morgan stood up and sang the opposite, publishing a report stating that any intervention by the Japanese government would have limited effect, even if there is government intervention. , it is also difficult for the USD/JPY exchange rate to return to above 80.

The flag-waving of the established financial giants has given a shot in the arm to some investment institutions that were not so firm in their stance, entered the market late, and did not make much money. They originally wanted to withdraw, but now they have decided to wait and see.

Envision Capital was not at all influenced by JP Morgan's report and did whatever it wanted. Xia Jingxing simply doesn't believe in the integrity of these so-called financial giants. Maybe by the time this report is published, JP Morgan will already have its feet wet.

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

At the same time, the US$7 billion of funds that were first invested in the market also began an orderly profit exit.

While most speculators were still rushing in, or were still choosing to wait and see when they were not satisfied with the profits, Xia Jingxing decisively chose to stop as soon as the gains were good.

Because he knew very well that the market panic caused by the earthquake was only suitable for launching a small raid to make a small profit before the Japanese government officially intervened in the market.

It is simply unrealistic and does not have the corresponding conditions to calmly plan and make big profits like we did during the last financial crisis.

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

The four teams reported to him that all funds invested in Japan had been withdrawn, and a total of US$6.254 billion in net investment income had been achieved.

Among them, Ye Shuhui’s team alone created US$3.171 billion in revenue.

The other three teams moved a bit slower, but fortunately, the Japanese yen foreign exchange trading leverage was as high as 50 times, so the combined income created was roughly equivalent to Ye Shuhui.

After taking stock of the investment returns from this operation of Vision Capital, Xia Jingxing put aside matters in Japan and set his sights on the peninsula on the other side of Japan.

…………

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

"Samsung has completely shown us its cards this time!"

"They stated that after the memory chip supply contract expires, they will not renew it with Fuxing Industrial."

"The foundry contract for Suanni Chip 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 Android system and will instead choose e As the only mobile operating system partner, Samsung will also stop the development of its self-developed system Bada."

"Samsung Display Company announced that it will reduce the price of its entire series of panels by 20%..."

"Samsung once again lowered its quotations for DRAM and NAND chips by 5%..."

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

…

After Deng Yuanyun finished reading all the words one by one, Xia Jingxing smiled and said, "Is there anything more?"

Deng Yuanjun shook his head and gradually relaxed when he saw Xia Jingxing's calm expression.

"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'm not worried about anything else, but I'm worried...the alliance between Google and Samsung is very dangerous for Android."

After Xia Jingxing pondered for a moment, he said: "You are right to worry. The two companies are now a grasshopper on a rope. Li Jianxi dares to place such a heavy bet. I highly doubt that Larry Page is asking him What was promised?"

Lin Bing nodded slightly and said: "Although Samsung is a Korean company, most of the company's equity is actually in the hands of Wall Street, and Google is an American company with considerable power.

From a capital level and a technical level, the two companies will be better than us if they join forces.

This is not the most worrying thing. What I am really afraid of is... off-board moves. "

Hearing this, Xia Jingxing's eyes gradually darkened. Recently, he had felt something unusual.

From Vision Capital LP's gradual voice of dissatisfaction to Cuomo's relentless pursuit, everything reveals a strangeness, as if there is an invisible net that is quickly covering itself.

Now that Samsung and Google have come together publicly again, and with the already offended Zhishi Guo, the forces opposing him are becoming stronger and stronger.

"It's time to act!"

Under Xia Jingxing's gaze, Lin Bing said with a solemn expression: "At least win over a group of people first and reduce some of the pressure we face, because time is on our side."

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

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