Rebirth 76: Industrial Internet Empire

The electronics department of Xima Machine Tools has always been Qian Ning's heartache. In the past two years, all the companies under Zhiyuan have mobilized funds to support the group headquarters' investment in the Tokyo stock market. Qian Ning happens to be the kind of person who can't come up with money and can only recite two poems. The head of the person......

It’s not that Cima Machine Tools doesn’t make money. In fact, the electronics department of Heynckes is a bottomless pit that burns money. Importing a set of nec chip production lines cost tens of millions of marks. Cima Machine Tools suddenly All the money in the machine tool family was wiped out.

But the only good news is that it took Heynckes three years and countless failures to finally complete the industrial production of multiple self-developed chips such as xm-a and xm-c. After repeated testing, the yield rate reached More than 85%.

Although these industrial automation chips have not yet opened up sales, with orders from Zhiyuan-related companies, they finally have the ability to be responsible for their own profits and losses!

The design, manufacturing, testing, and packaging of chips happen to be at both the upstream and downstream ends of the chip industry chain. They are also the chip segment industries that are most suitable for Zhiyuan to accumulate and develop at the moment.

Semiconductor production lines and chip materials do have the highest profit margins, but Uncle Sam will never leave this most critical part of the industrial chain in big manufacturing countries like Japan and the Federal Republic of Germany.

Sooner or later, they will wield the big stick of sanctions and transfer industries to South Korea, the Gulf, and the Netherlands, which pose no threat to them and are obedient...

86 1 Month 30 Day.

The Bank of Japan announced an interest rate cut, with the benchmark lending rate falling from 5% to 4.5%.

Japan's radical economic policies were quickly transmitted to the stock market, and the Nikkei index instantly exceeded 13000 points.

Guo Kexin stood in front of the floor-to-ceiling window, staring blankly at the crowded stock exchange hall. After looking for a long time, she turned her head, staring at Yang Mo and asked: "How did you know that the Bank of Japan would raise interest rates?"

Yang Mo chuckled and said: "I'm not Noboru Takeshita, how could I know that the Bank of Japan will raise interest rates?"

"No, you must have predicted in advance that the Bank of Japan would raise interest rates. You even predicted the Plaza Accord that the yen would appreciate significantly. Otherwise, with your character, you would not have been able to mobilize all the funds in one battle. Enter the London currency market, tell me, why?" Guo Kexin continued to ask.

Yang Mo thought for a while and then said: "Yes, I predicted that the yen would appreciate significantly! That's why I put all my belongings into the London currency market..."

"What's the logic behind it? It's just a guess. You wouldn't do this. You must be absolutely sure!" Guo Kexin asked, still staring into Yang Mo's eyes.

Yang Mo breathed a sigh of relief and said: "In the 80s and 1980s, Japan's manufacturing industry swept the world. The trade balance was only 2.6 trillion yen in 13.7 and has soared to 9 trillion yen this year. Can Uncle Sam allow it to develop like this? What will happen if GDP growth remains in the 11-[-]% range?"

"Uncle Sam won't let it develop if he doesn't let it develop? Are you so sure that the Ministry of Finance will listen to the Americans?" Guo Kexin asked in confusion.

"You don't think that a country with troops stationed by others still has the right to say no, right? If you recall carefully, since the 60s, Japan and Uncle Sam have had five trade frictions: textile trade war, steel war, home appliance war, The automobile trade war and the telecommunications trade protection war, which of these five trade frictions did not end with Japan making a compromise and "voluntary export restrictions"? Would a normal sovereign country "voluntarily restrict exports" several times?" Yang Mo said disdainfully.

Guo Kexin was stunned. She had never thought about this. There is no fairness in trade disputes at the national level, especially between two countries that are unequal in all aspects.

Yang Mo continued: "In order to reduce the trade deficit with several major industrial countries, Uncle Sam cannot depreciate the U.S. dollar, otherwise he will not be able to shear the wool of other countries. He can only use state power to force these industrial countries to sign an alliance and agree to Actively intervene in the exchange rate to allow the yen, mark, pound, franc and other major currencies to appreciate!”

"Then how did you predict the Bank of Japan's interest rate cut?" Guo Kexin asked puzzledly.

Yang Mo smiled and continued: "I didn't predict when the Bank of Japan would cut interest rates, but I know that after the depreciation of the US dollar, Japan, as the world's second largest economy, is in a bull market and is the first choice for international hedging funds. , and real estate and the stock market have always been the favorites of international hot money!"

Before Guo Kexin could continue to ask, Yang Mo continued: "The Ministry of Finance of Japan was forced to take the initiative to let the yen appreciate. Although it was unwilling to do so, it must make up for the losses in manufacturing foreign trade exports. Taking advantage of the appreciation of the yen, let the yen Overseas investment and mergers and acquisitions are the best choice. It is inevitable for the central bank to cut interest rates to release liquidity. Not surprisingly, within the next year, the Bank of Japan will continue to cut interest rates..."

In early March, the one-year yen forward contracts purchased in the London currency market began to enter the settlement period.

Yang Mo took Lin Xi to London again and met Qian Ning.

美元兑日元汇率从交易时的1：250，不可思议的跌到1：182，日元涨幅高达38%。

This is a number that is almost impossible to appear in the foreign exchange market. Coupled with an average capital leverage of more than 100 times, Yang Mo’s 20 billion US dollars of funds are relatively conservative in operation, the positions are well controlled, and the funds in the account have been swelled to a terrifying number...

This is the charm of the foreign exchange market and the futures market. One step from heaven to hell, from a billionaire to a penniless pauper, all it takes is one wide swing!

The entire City of London is in mourning. The designated foreign exchange trading banks and clearing banks have all suffered heavy losses. In fact, they are happy to see the liquidation of trading customers. Many accounts that have liquidated their positions midway have made profits on the settlement day, and the designated trading banks have suffered heavy losses. The bank can make double money.

However, in the event of a black swan event such as the Plaza Agreement, the designated trading bank, as a broker, has to bear additional compensation for liquidated customers.

Winners and losers are always like this in financial markets.

Over the past few months, George Summer seemed to have aged a lot. From the day the Plaza Accord was signed, he already knew that his time at HSBC had entered a countdown.

After finally getting to the settlement day and handling the delivery and settlement of the forward contract, George Summer finally waited for the resignation letter from the board of directors. From now on, although the City of London is huge, there will no longer be a place for him!

One wrong thought and everything is lost.

He had a chance to become the king of this exchange rate storm sweeping the City of London!As long as he can listen to Jonathan's words, he will believe those Easterners who pretend to be pigs and eat tigers...