Investment Life

Early the next morning, Chen Yuanming asked Xiao Song to send the red-eyed boy out.He didn't stay in Shenzhen much, and he returned to Hong Kong the next day.

Recently, some news came from the United States.The copper futures war, which lasted for more than two months, finally came to a draw.Many hedge funds failed to get much benefit from Sumitomo Group, and the copper price still rose to a high of 3000 US dollars per ton. Seeing the tenacity of Hamanaka, many people chose to calm down and gather strength for the next wave of offensive.Yuanyang Fund made a profit of about 3 million U.S. dollars in this battle, which is not an astonishing figure, but at least it did not waste time.

Compared with Yuanyang, Guoxing has gained much more. The two-way operation of copper futures and the steady decline of aluminum at the beginning of the year allowed it to earn more than 30 billion US dollars within half a year, almost reaching a 200% profit.With real income, other conceptual things will be valued. Chen Yuanming's views on the future trend of copper futures have also begun to attract the attention of the upper management.

However, the momentum of Guoxing is very good, but the situation in the United States has changed.Several major funds and investment banks that had been friendly to Yuanyang Fund in the past have also put on a different face recently, especially Mr. Robertson of Tiger Fund. The conversations began to be insincere, and they kept silent about the future trend of copper futures, and no longer exchanged any information.

Such a cold reception was unimaginable before. In order to gain a firm foothold on Wall Street, Chen Yuanming spent a lot of energy. It can be said that half of the door has been opened, and it is even more difficult to maintain the relationship with Mr. Robertson. A lot of small wrists.But friendship fades away like winter mist.

What made these Wall Street bigwigs start to change their faces, and they don't even pay attention to interest exchanges?After each piece of information was fed back, Chen Yuanming found helplessly that he had fallen into a blind spot again. The key word was the same as the starting point of the previous turmoil in District 2-the Taiwan Strait crisis.

Chen Yuanming really doesn't know much about military politics. When the Taiwan Strait crisis happened in his previous life, he was still practicing fitter skills in the factory.Afterwards, I broadened my horizons, and my focus was on economic events, and the analysis of classic cases also stayed on economic policy.But military and political are entirely different concepts, and their knock-on effects on the economy are surprisingly dire.

In his previous life, he didn't have to think about such an influence at all, and it wasn't his turn to worry about it.But today, especially in a situation where more than half of his net worth is in the United States, he has become extremely serious.As I once said to Lin Dong, there may be science and technology that transcends nationality, but it is absolutely impossible to have a business giant that erases nationality.This is true in China, and even more so in the United States.Macro hedge funds such as Quantum Fund and Tiger Fund are far more connected to the U.S. government than people imagine. They are equivalent to a hidden army, following the baton of the White House to fight on the financial battlefield.

And when interests collide, their retaliation is also creepy.Now is the time for the U.S. government to start changing its stance.With this tightening of the policy towards China, it is impossible for Yuanyang to become their ally as before, and it has become wishful thinking to borrow the strength of the other party.

After quickly realizing this, Chen Yuanming couldn't help but heaved a long sigh. The good times in the United States are probably coming to an end.In the past, Golden Stone was just an angel investment company, and there was almost no resistance in this field.No one thinks that investing millions in those small companies in advance will have much impact on the US economy.But when these companies gradually show the appearance of success, and the initial investment of millions has turned into hundreds of millions and billions of assets, it is not just pure economic power that is competing for them.

Before Yuanyang Fund once opened the door to go further to the road of VC, but now, this door may be closed again.It was still May 1995. In the following year and a half, Sino-US relations will only continue to be tense. At this time, we will compete with other large venture capital companies, or expose something that makes the US government uneasy. This tendency is quite unfavorable to Yuanyang and even Feiyan Group.

This is a real war between great powers. As a small person, what choice does Chen Yuanming have?Let’s just think of it as Maodong. Anyway, Nasdaq’s real popularity will have to wait after 1996, and the next two years will be the critical time for countless future giants to emerge. We should plant the seeds first and slowly accumulate strength. When this "winter" gradually passes, the things in his hands will show their true weight.Make a fortune silently.

With the concerns of the United States, Chen Yuanming's eyes naturally turned back to China and Hong Kong where he is now.He knows how bad the situation here will be in the next two years. Shouldn't he also lay some foundations on Hong Kong Island?

Interrupted by various affairs, the trip to visit Sir Shao was postponed for a few days, and he did not rise to the east again until the end of May.This time it was still Li Fangqing who accompanied her, but she was asked to change the rigid professional suit into a real "vase" dress.

Chen Yuanming couldn't guess Li Tezhu's mind, but Sir Shao obviously appreciated this change, and he happily praised it.The weather in Hong Kong has been fine these few days, and Sir Shao's skinny face has turned red, and he seems to be in good spirits.With the good mood of the old man, Chen Yuanming was naturally happy to join in, and talked about the famous "Ding Crab Effect" with a smile.

This month and next month, two series, "Legend of Xiangshuai" and "41 Men", starring the famous Hong Kong movie star Zheng Shaoqiu, will be released one after another. The former is in Taiwan, and the latter is a TVB masterpiece.For many Qiuguan fans, this is a rare opportunity to watch movies, but for Hong Kong stockholders, it is hard to know how many people worry about sleeping and eating.

It turned out that in 1992, Zheng Shaoqiu starred in a series called "The Great Times", and the character he played in the film was called "Ding Crab", and he was also a big bull who could turn clouds and rains in the stock market.It's just that unfortunately, the TV series turned cloudy, and the Hong Kong stock market was about to torrential rain. After the film was broadcast, the Hong Kong Hang Seng Index plummeted by 20.6% within a month, creating an astonishing historical record.

If it was only this time, it might still be a coincidence. Unexpectedly, after the broadcast of his TV series "Laughing and Watching the Wind and Cloud" in 1994, the Hang Seng Index fell by 20.5% again within more than a month. Now it has become a real topic. The "Ding Crab Effect" that someone shouted has also become a hot topic in various gossip tabloids.Now that the new drama is about to be broadcast, it is perfect as a talking point.

Of course, this topic made Sir Shao laugh out loud.Chen Yuanming asked with a smile, "Uncle Six, aren't you worried about the negative impact of those tabloids?"

Sir Shao snorted, "I'm in TV, not in finance. The more they talk, the better the ratings will be. Thanks to these people for their promotion."

"What Uncle Six said is true. Other circles are afraid of people's words, but in the film and television circle, no one will mention it, which is even more terrible."

"En." Sir Shao took a sip of tea, "Just like you who sell disc players, wish the whole world uses your own area code, and we who sell CDs wish that there is a district in every city."

Chen Yuanming shook his head with a smile, "It's rare for Uncle Six to sell two. How is the production line in Zone 2 in Ningbo recently?"

"It was only said to start construction last month, but it was completed two days ago. Who knows if it is true or not."

"The speed of the mainland." With Feiyan's assistance, it is not surprising that it can be completed quickly. Chen Yuanming paused, "It's just that it will be a bit difficult for Shaw to enter Taiwan in the future, right?"

Naturally, what I'm talking about is Sir Shao's recent problem of standing in the team. If he has a relationship with Feiyan, the way in Taiwan will be more or less affected, because of the current situation.

Sir Shao didn't care much, "How can a momentary dispute turn into a lifetime? It won't last long."

"I don't think so." Chen Yuanming really got serious this time, and the smile on his face faded completely, "The mountain rain is coming, it's hard to say what's going on now. Sixth Uncle still needs to make plans early."

Curiously, he glanced at Chen Yuanming, and Sir Shao finally chuckled, "The grass on the wall is not long-lived, and it will be disrupted if it is broken. Anyway, the mainland market is big enough to accommodate a few small companies."

"Uncle Six is ​​always so courageous, it's really admirable." With Sir Shao's words, Chen Yuanming was completely relieved.Shaw Brothers is Feiyan's biggest support on Hong Kong Island. As long as the Shaw Brothers family still supports them, they will have a place to stand on Hong Kong Island.

He also picked up tea to moisten his lips, and Chen Yuanming changed the subject, "However, when there is mountain rain, it is easy to fish in troubled waters. In such a big era, I am afraid that only people like Ding Xie are like fish in water."

Sir Shao showed a smile, "Why, do you want to see Qiu Guan too?"

"I've admired Xiangshuai's name for a long time, so it's best to meet him."

The two laughed at the same time, and the topic became casual again unknowingly, as if they hadn't made any promises, and seemed to have said a lot.After staying in Shaw's mansion for more than half an hour, Chen Yuanming got up to say goodbye, but instead of going home directly when going down the mountain, he turned to the direction of the city. Ma Lei also came to Hong Kong Island recently, and he is making an appointment to meet in Kowloon today.Now that I have decided to establish a foothold in Hong Kong, it is time to mention him...