my life reset

Chapter 657 Subprime mortgage crisis, short

Chapter 657 Subprime mortgage crisis, short
"Brother Hu, I thought I'd just stay here and the devil wouldn't come back." Chen Jialin sat down unceremoniously, "Chunchun, my little princess misses your little Yifei, take him there tomorrow play at home?"

Tian Sichun often took the little one to Liu Jia's place before, and the two children are very familiar with each other, so Chen Jialin said so.

"Okay, I've been out for so long, and I just want to see Jiajia too. Ah Yang, Young Master Chen, you two can talk slowly, I'm done eating."

After Chen Jialin teased Xiao Yifei for a while, Tian Sichun took the little guy and left the dinner table.

Someone had already prepared tableware for Chen Jialin, and Hu Yang opened a bottle of red wine by the way.

"How is the company recently?"

Hu Yang poured two glasses of wine, one for each of them.

"The company's situation is good. In the past six months, domestic sales of smartphones have shown explosive growth. At present, almost every new domestic brand has cooperated with us."

Chen Jialin picked up the wine glass, shook it lightly for a while, and then took a sip.

Compared with the glamorous semiconductors and microelectronics struggling to survive from the cracks, the development of Wanshi Technology has always been smooth.

At present, Wanshi Technology is not only the largest 3C OEM enterprise in China, but also the largest 3C OEM enterprise in the world, and has cooperated with almost all giants in the field of consumer electronics.

Of course, this does not include fruit companies.

After Wesley withdrew from the country, the products of the fruit company were still handed over to Hon Hai for OEM.Moreover, it basically has no business relationship with Xintong International and Charm Semiconductor.

According to Chen Jialin's estimate, the revenue of Wanshi Technology will exceed 800 billion yuan this year, and it is striving towards the [-] billion level.

"With you, Young Master Chen, the company's development can't go wrong."

Hu Yang also asked casually just now, but Chen Jialin did not expect that Chen Jialin explained the company's situation seriously.

Under the Huijia Department, the last thing Populus euphratica needs to worry about is Manshi Technology and Charming Electronics.These two companies have their own strengths, but both have reached the world's top level in their respective fields.

"Brother Hu, don't we need to brag about each other? I'm here to find you. It's a bit serious. Recently, there are two smartphone manufacturers in China, and their orders have increased very rapidly. Have a big impact with Mingkang Communication?"

Chen Jialin came here today mainly to see Hu Yang, after all, the two hadn't seen each other for half a year.In addition, he saw something from the change in the number of orders in the company, and wanted to remind Hu Yang.

"I'm really not sure about the situation you mentioned. There is no feedback from Mr. Yan. How about it, I'm going to the company in the afternoon and just asked them."

The rise of domestic smart phone brands is not beyond Hu Yang's expectations.

In that time and space, domestic smart phones have also gone through many rounds of brutal fighting, and the last few companies have basically reached the international market and occupied a considerable share.

However, except for Mingkang Communications, all smartphone manufacturers basically do not have their own core technologies, and key components are also very dependent on external supplies.

The situation of Charming Electronics is quite special, after all, it belongs to the core enterprise of Huijia Department.On the whole, Mingkang Communications, Xintong International, Charm Semiconductor, Dongfang Technology, etc., can completely provide them with key components and have strong anti-risk capabilities.

Other smart phone manufacturers do not have this advantage.To a certain extent, they still rely on the core technology and parts supply in North America. Once there is a problem in the supply chain, they can't even resist.

"You know what's in your mind! You have something to do in the afternoon, so don't drink. Wait a few days, let's go out and have fun for a few days, and we'll talk later."

After Chen Jialin sat down, he ate something casually, drank a glass of red wine, got up and left.

After eating, Hu Yang took a nap, and then came to the office in the investment building.

Not long after sitting in the office, Yan Hanzhang knocked on the door and walked in.

"Mr. Hu, it's been a hard journey. Why don't you take more rest at home?"

Yan Hanzhang didn't expect Hu Yang to call himself up as soon as he came back. He had a smile on his face, but he was a little nervous.

"It's okay, I took a break at noon. Mr. Yan, the situation of Glamor Electronics has not changed recently, right? Especially the market share."

Hu Yang didn't talk too much, and asked Charming Electronics directly.

"Mr. Hu, the production and operation of Charming Electronics is somewhat normal, and the market share has not changed significantly. However, the company has encountered relatively large resistance in expanding the market, and it is very difficult to improve every bit of data."

While talking, Yan Hanzhang took out a few pages of materials from his bag.

These are the market change data specially calculated by the company. From the data point of view, in the domestic market, the pattern of three strong companies standing side by side and one company dominating the market has not been broken.

There are two domestic enterprises that have sprung up suddenly and began to make their mark in the domestic market.However, the domestic market share of the international giants represented by S Star is quietly shrinking.

Hu Yang took the materials from Yan Hanzhang, read them carefully for a few minutes, and then understood the current situation.

The sudden emergence of two domestic companies has not yet had any impact on the dominance of Charming Electronics.

Except for Charm Electronics, the market share of Mingkang Communications and Fruit Company also did not change much.However, Charm Electronics occupies half of the domestic smartphone market, and there is little hope of further improvement in market share.

In other words, emerging smartphone manufacturers not only squeezed out the market share of some international giants, but also squeezed out the growth space of Charm Electronics, Mingkang Communications and Fruit Company in the domestic market.

At present, in the domestic market, the market shares are ranked as Charm Electronics, Mingkang Communications, and Fruit Company.

"Mr. Yan, pay attention to these two new companies. Don't underestimate others, so as not to lose Jingzhou carelessly. Alright, you can go and do your work. I just got back and I still have a lot of things to do."

After Hu Yang reminded him, he returned the materials to Yan Hanzhang.

For this kind of thing, it is enough for him to say it, and let Yan Hanzhang and the others handle the rest.He said a thousand words and ten thousand, but he only had one head and two hands. The stall was too big, and all he could rely on was the strength of the team.

"Okay, Mr. Hu, I understand."

Yan Hanzhang got up and left the room, and then Hu Yang began to process the documents that Mi Qi had sent over.

"Boss, are you busy?"

I lowered my head to work, and the time passed quickly, and it was four o'clock in the afternoon in a blink of an eye.

Someone knocked on the door and walked in. At first, Hu Yang thought it was Wu Xinhui.But as soon as the other party opened his mouth, he realized something was wrong. Looking up, he saw Xia Bing standing in front of the desk with a smile.

"It's you, Mr. Xia. You go to the tea room and sit for a while. I'll go over as soon as I finish processing this document."

Hu Yang greeted Xia Bing with a smile, and then bowed his head to sign the approval document.

Xia Bing didn't care too much, knowing that this was Hu Yang's work habit.She came to the tea room with ease, Wu Xinhui chatted with her a few words, and then began to boil water to make tea.

After ten minutes, Hu Yang walked in.

"Boss, this acquisition of microelectronics equipment is well done! However, it is still cheaper than Modu State-owned Assets and Summit Capital. It is precisely because of their two companies that we have spent a lot of trouble."

Xia Bing has been deeply involved in this matter since she fought for the state's [-] billion subsidy. Although she did not go to Shanghai for the final acquisition work, she has been caring about it.

She especially has a big opinion on the state-owned assets of Modu. If the other party hadn't introduced Pinnacle Capital, the original merger and reorganization plan might have been realized.

"Mr. Xia, some things are hard to tell right from wrong. At that time, the state-owned capital of Shanghai also wanted to strive for the greatest benefit. Who told us to support Bolong Optics when it came to subsidies?

As for the introduction of Summit Capital, it cannot be said to be good or bad.In the end, it was because of them that I was able to successfully acquire microelectronics equipment. "

Hu Yang smiled and shook his head. The so-called success is Xiao He’s failure. .

It can be said that without the variable of Pinnacle Capital, it would be very troublesome for Hu Yang to acquire microelectronics equipment.

"Boss, you are always so magnanimous. If it were me, I wouldn't let the state-owned capital of Shanghai take advantage of this. Think about it, the future development potential of Bolong Optics is unlimited. Their current shareholding accounts for 8%, which is like nothing in the sky. Pretty much the cake."

Xia Bing still made complaints, but the complaints belonged to the complaints, and she also knew that this fact could not be changed.These words will be pulled down after I finish talking today, and I will not mention them again in the future.

Hu Yang smiled and didn't argue with her.

As a woman, it is understandable for Xia Bing to be a little narrow-minded occasionally.

There are naturally different opinions within the Huijia Department on the matter of dealing with the state-owned assets of Modu.But Hu Yang thought more about it, especially the relationship with Shanghai.Anyway, this ending is the best, and he doesn't have to explain the reason to his subordinates.

"Boss, let's get back to business. I got some information. There seems to be some abnormality in the economy in North America. This is the relevant information. You can take a look when you have time."

Huijia International Investment pays more attention to the economic and financial conditions of North America, the European Union and East Asia. Regardless of whether there are investment opportunities or not, this is a long-term and important task.

Xia Bing recently felt that something was wrong with the economy in North America, but after careful analysis, he couldn't find the reason, and felt a little strange in his heart.

Hu Yang took the materials and looked at them for a long time, and he couldn't help but feel a surge of turmoil in his heart.

Just because he has the memory of that time and space, after reading these materials, he can basically conclude that there is not a problem with the North American economy, but a big problem.

In that time and space, the subprime mortgage crisis broke out in North America in 2007.This crisis has affected all important economies in the world, and its lethality has not been completely eliminated until several years later.

Although the current time point is different from what I remember, according to the information shown, this is definitely a precursor to the outbreak of the subprime mortgage crisis.

Now, some hedge funds in North America are on the verge of bankruptcy, the stock prices of the banking industry are sluggish, the sales of existing homes in the United States are declining, and the housing market indicators are gradually deteriorating.
"Mr. Xia, put these materials here first. In addition, you can ask people to learn more about the economic situation in North America, especially the real estate industry and the banking industry."

Populus Hu Yang couldn't sit still anymore. If the subprime mortgage crisis is about to break out, the property market and stock market in North America will be seriously affected.

Among the US dollar assets he currently holds, the largest investment is holding Amazon stock.When the subprime mortgage crisis broke out, the entire North American stock market experienced a tragic decline, and individual stocks were no exception.

However, Amazon's stock is somewhat special, and it has not yet reached the time point for it to really explode.Even if it falls this time, as long as you persist in holding it, your future income will be guaranteed.

It's just that this short-selling opportunity is very rare, and it's a pity to miss it.

After Xia Bing left, Hu Yang looked at his watch, and it was time to get off work.

He was also a little tired today, so he put this matter aside for the time being and got off work on time and returned home.

After dinner, Hu Yang and Tian Sichun took the little guy to play outside the house for a while.The little guy rolled the ball on the lawn and got covered in mud. After playing for half an hour, Tian Sichun took him back to the house to take a bath.

Hu Yang entered the room, washed his hands, and went directly to the study.

That's right, given the possibility of U.S. stocks plummeting in the short term, Hu Yang is considering whether he has the opportunity to short the index or individual stocks.

However, compared to Hong Kong and mainland stock markets, there are so many varieties of U.S. stocks that it is difficult for ordinary people to figure them out.

For example, when shorting, you can choose stock index futures (including the three major stock indexes) or ETF products.

As for shorting individual stocks, you can choose to sell securities, buy put options, sell long options, etc. In short, it is very complicated.

"Maybe you can find a reliable stockbroker in North America?"

However, this idea was quickly overturned by him. It wasn't that he couldn't trust the securities broker, but the main reason was that he took too much risk.

Now for Populus euphratica, there is no need to pursue the rapid growth of wealth too much.Likewise, he is not as willing to take high risks as he used to be.

After thinking for a long time, he decided to discuss with Yu Hongbo tomorrow before making a decision.

The next day.

When Hu Yang arrived at the office early in the morning, he called Yu Hongbo and talked to him about his idea of ​​shorting US stocks.

"Boss, the trading volume of US stock index futures is not large, and the risks are very difficult to grasp. I don't recommend us to participate.

You can consider shorting ETFs, and you can increase the leverage up to three times, and the risk is still within an acceptable range.The income is also moderate, but it can be considered.

As for various options, including call options and short options, the specific operation is indeed very complicated.If you are willing to try, there is also a good way. "

Yu Hongbo thought for a long time before he sorted out his thoughts.

Needless to say anything else, he then focused on the issue of options.Because Populus Populus owns Amazon stock, you can consider buying short-term options on Amazon or selling long-term options on Amazon.

However, the risk of buying short options is different from selling long options.

(End of this chapter)