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第三百二十五章 下一步的投资布局(1 / 1)

第三百二十五章下一步的投资布局!

duxs8推荐各位书友阅读:重生之资本传奇第三百二十五章下一步的投资布局!(读小说吧duxs8)由于收购‘福汇国际’时合计15亿美元的现金支出,还有苏逸从‘华逸承远1号’主力对冲基金产品中取出的10亿美元本金。

现如今,这一支由‘华逸资本’自主运营,且全部是公司自有资金的对冲基金产品。

资金规模,已经从投资英镑汇率这个项目结束时的72亿美元,缩减到了47亿美元。

但就算是以47亿美元这个规模,重新封闭运行,这支对冲基金产品,依然是港城金融圈,乃至整个华国金融圈里,投向国际金融市场规模数一数二的大基金产品。

“苏总,接下来,‘华逸承远1号’这支主力对冲基金产品,重新封闭运行后,咱们下一步的行动,应该怎么做?”作为这支对冲基金经理的曲泽材在内部会议之后,向苏逸询问道,“继续投向外汇交易市场,还是……”

“你觉得呢?”苏逸反问道。

曲泽材想了想,向苏逸递上了自己这段时间,与各交易组,还有公司市场研究部成员们,研究出来的下一步投资计划和相应的策略方案。

苏逸翻开方案,坐在办公桌前,仔细看了看,说道:“你们分析、总结得很好啊,对的……下一步,较为明确的机会,就是美联储的加息,咱们也是时候把目光,转向美元,转向华尔街无数资本巨鳄汇聚的美元指数市场了。”

“做多美元指数吗?”曲泽材继续问道。

苏逸回应道:“此时美元指数这个市场上,由于美联储一再推迟加息的步伐,湖面还是较为平静的,咱们可以潜伏一下,就按照你们制定的交易策略执行吧,先潜伏部份多头头寸,然后待11月飓风的来临。”

“11月飓风的来临?”曲泽材有些发愣,转而方才明白了过来,“苏总是说……美国今年的大选。”

“是的。”苏逸说道,“这同样是一场对于国际金融市场极为重要的事件,同样也是咱们机构从国际金融市场上,攫取超额利润的契机。”

“明白了。”曲泽材回过味来,立马点了点头。

然后,他就走出了苏逸的办公室,去准备后续的交易计划了。

且有了‘福汇国际’这家控股的做市商机构后,他们在交易做盘的时候,可以把大部分的潜伏仓位,都安排在‘福汇国际’的相关交易账户上,这样市场上关注他们机构的许多资本,就无法真正了解到他们具体的做盘动机和持仓情况了。

在交代完交易部的工作。

并做好了‘华逸承远1号’主力基金产品下一步的投资交易计划后。

7月24日,周日,苏逸从港城离开,返回了内地魔都。

到了魔都之后,他先回家了一趟,看了看父母、楚婉,然后第二天,7月25日,周一,刚刚进入工作日,他就约见了徐翘、老张、老吴、陈哥等人,请了几人吃饭,并将当初几人支援给自己的资金,以双倍形式返还。

“苏总,你这太客气了。”徐翘收到苏逸的2000万转账,脸上的笑容遮都遮不住,“其实你返我点利息就够了。”

“那不行。”苏逸说道,“各位的心意,还是不能辜负的。”

“哈哈……我就说苏总大气。”老张端起酒杯,与苏逸喝了一杯,说道,“我就知道这轮‘英国公投’事件,你肯定能够大赚而归,果不其然,不知道苏总你们‘华逸资本’还缺人不?现在国内股市是越来越不好做了,如果缺人的话,你看老张我够不够格跟着你混?”

“张哥,你说这话……”苏逸笑了笑,说道,“你们都是我危难之时,出手相帮的朋友,张哥你要想来我们公司,我们公司的大门随时为你敞开,不管是股票、外汇、债券市场,随你挑。”

“我现在啊,还是觉得汇市更刺激。”老张说道,“国内股市,现在已经是狗不理了。”

“汇市的话,国内操作不便,那恐怕要张哥移驾到港城才行了。”苏逸知道他在开玩笑,笑着道,“就是不知道张哥适不适应港城那边的生活。”

老张一听要去港城,急忙摆了摆手,说道:“那还是算了,离开了魔都,总觉得有些不习惯,得了……我还是接着在A股这个小池塘里混吧,熊市虽然难熬,但是终归是能等到牛市归来的。“

“老张这话说得不错。”老吴接话道,“世间万物,都逃不过周期轮回。”

“苏总接下来,是准备主做外汇交易市场了吗?”年纪较长的陈哥问道,“国内股市,还打算开新服吗?”

他所谓的‘新服’,就是新的基金产品。

苏逸回道:“不了,目前市场行情低迷,成交量每况愈下,各机构发行规模较大的新基金产品,都不尽如人意,且积极参与的投资者也较少,我们公司在这种情况下,也就没必要再去设立新的基金产品了,能把目前这支‘远征1号’基金产品做好就不错了。”

“唉,那真是可惜。”陈哥说道,“本来我想说,如果你们公司还要开新服的话,这2000万就当我投资来着。”

“陈哥的好意我心领了。”苏逸说道,“但目前确实没有这方面的想法。”

“苏总,最近这大半年,你们运营的‘远征1号’基金产品,业绩也够好的啊。”徐翘说道,“你这汇市、股市齐头并进,到底怎么做到的?”

最近这一个季度,苏逸人几乎都在港城,没怎么管理国内的投资事项。

可据大家所知。

根据‘华逸资本’披露出来的‘华逸远征1号’这支混合型股票投资基金的季度业绩,却依然保持着逆势上扬的态势,持续高歌猛进。

苏逸微笑地回应道:“这都是我们公司交易员,以及交易团队们的功劳,跟我倒是没有多少关系。”

“怎么可能没有关系?”徐翘不信。

“今年上半年度,整个市场中,逆势上涨的主线板块,只有白酒、医药、新能源锂电池板块。”老吴说道,“苏总,你们‘华逸远征1号’基金产品,不会重仓的,全是这几个板块的核心股票吧?”

“差不多。”苏逸对此也没有隐瞒。

“卧槽,牛比。”徐翘惊道,“半年前,你就判断出这几个板块能够逆势走强了?”

苏逸回道:“那不能,只是根据过往的熊市经验,几乎每一轮熊市,消费、医药这些防御性板块,都能够有所表现,且相对抗跌的,至于‘新能源锂电池’板块,这个就更容易判断了,国家政策的全力支持下,行业基本面剧变,明显还是可以高看一眼的。”

“牛。”老张此时也不得不向苏逸比了一个大拇指。

“现在圈内都传言苏总你在此轮汇市交易上,赚了上百亿利润。”徐翘顿了顿,又道,“到底是真的,还是假的?”

“差不多吧。”苏逸说道,“当然,媒体也有夸张的成分。”

苏逸所说的夸张,是媒体的想象力不足,还是估少了,只是这话……他没必要对几人说明白。

众人喝高尽兴之后,便各自散去了。

当然了,也因为这场酒,因为之前众人对于苏逸的帮助。

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